The Skeptical Optimist’s Substack

Value investing blog focused on under-followed misunderstood companies, primarily small caps.

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.

My name is Dirt. I write about cheap stocks.