Who we are and how we work
We study how people, businesses, and markets make decisions. We work across consulting and investing, and we have spent years arguing these ideas in a small circle. Some projects worked. Some failed. We learned and we publish the process, not a persona.
We are anonymous for now so the ideas go first. Prior relationships and our names stay out of the way. If there is uncertainty, we say so.
How we work
Behavior and incentives first.
Numbers second, to test the case without letting the spreadsheet lead the story.
Simple English.
Independent and unsponsored.
What we offer and why subscribe
You will get essays, research notes, and field observations on people, decisions, and markets. We also do deep dives on specific companies as case studies, sometimes as possible investments. Expect clear reasoning and sources you can check.
Why subscribe
To see full write-ups as soon as they are published
To follow a consistent method, not hot takes
To learn how qualitative thinking and numbers meet without theatrics
Reply, push back, and share your notes. Point us to companies or situations that are being misunderstood. If you want to collaborate on a case study, tell us why it matters and what you already know.
What you will not see here
No tips. No price targets. No daily trades to chase attention. No sponsored posts dressed up as insight.
Why the name
We chose the name Antethesis on purpose. Ante means before. We care about the work before a thesis, the groundwork, the questions, the observations that do not yet fit tidy conclusions. It also carries the shadow of antithesis. We ask why and we stand against the obvious when it deserves it. Both readings matter here.
— Antethesis
This site is for general information and education. It is not investment advice, a personal recommendation, an offer, or a solicitation to buy or sell any security. We do not consider your objectives, financial situation, or needs. Reading this site does not create a client relationship or any duty of care. Although we are authorised to provide investment services in some jurisdictions, we are not doing so here. Markets involve risk. Past performance does not guarantee future results. Do your own work, and consider seeking advice from a licensed professional in your jurisdiction.
