Hello! Welcome to OpTrack Substack.
While there are dozens of tools available to enable the qualitative and quantitative analysis of THE BUSINESS of a potential investment, at OpTrack I believe there is an unmet need for tools that enable the analysis of THE PEOPLE that drive the outcomes of these businesses.
By subscribing to this Substack you will get consistently published articles on historical case studies, real-time analysis of equities, and the occasional thought piece/commentary on the “people-side” of investments.
I came to this view - that there is substantial alpha to be generated by following operating and executives from company to company - after 10+ years of experience on the buyside. I have found no more reliable indicator of future returns than the aptitude of management.
I also do bespoke work for buyside clients on an engagement-by-engagement basis. If you’d be interested in exploring at avenue, please feel free to reach out at OpTrack@OpTrack.io
