Since 2019

Built on Market Realities, Not Marketing Hype

We started SiteXNotely because we got tired of seeing investors make decisions based on glossy reports that ignored what actually moves markets. Six years later, we're still the same team—just with more battle scars and better tools.

Investment research workspace with market analysis tools
Our Beginning

Started in a Bangkok Co-Working Space

Back in 2019, three of us were working different corners of the investment world. Linnea was doing equity research for a regional bank. Thaksin ran a small advisory practice helping family offices navigate Southeast Asian markets. And Priya—well, she was building algorithmic models that actually predicted something other than past performance.

We met at an industry conference where everyone was talking about disruption and innovation. But when we grabbed coffee afterward, the conversation shifted. We all felt the same frustration: most investment analysis either oversimplified complex situations or buried useful insights under jargon.

So we decided to build something different. Not a platform promising guaranteed returns or revolutionary AI. Just a service that combined rigorous analysis with honest communication about what we could and couldn't predict.

What Guides Our Work

These aren't values we printed on posters. They're the principles that shape how we actually operate when markets get weird.

1

Honest Uncertainty

Markets are complex systems. Anyone claiming perfect foresight is either lying or delusional. We focus on understanding probability distributions, not making predictions that sound impressive in presentations but fall apart in practice.

2

Regional Context Matters

Operating in Thailand has taught us that global models miss important local dynamics. Currency flows, regulatory environments, and business networks here work differently than textbook examples. We account for that.

3

Long-Term Thinking

We're not interested in quarterly performance theater. Good investment strategy means positioning for scenarios that play out over years, not optimizing for the next earnings call. That's harder work, but it's more valuable.

Our Team

People Who Actually Do the Analysis

We're a small team. No massive hierarchy, no layers of management between research and clients. The people you talk to are the same ones running the models and writing the reports.

Our backgrounds vary—equity research, portfolio management, quantitative analysis, sector-specific expertise. But we all share a preference for substance over style and evidence over assumptions.

Team collaboration session reviewing market data
Linnea Bergquist, Senior Investment Analyst

Linnea Bergquist

Senior Investment Analyst

Spent eight years in equity research before joining us. Originally from Stockholm but has been in Asia since 2016. Specializes in emerging market valuations and cross-border capital flows. Has a particular talent for spotting when consensus estimates are anchored to outdated assumptions.

Priya Deshmukh, Quantitative Strategy Lead

Priya Deshmukh

Quantitative Strategy Lead

Built trading algorithms for a Singapore-based fund before deciding she preferred working directly with investors. Handles our quantitative research and helps translate complex statistical models into actionable insights. Also the person who debugs our code when markets are moving too fast to wait.

Financial analysis charts and investment metrics
Market research and data analysis process
How We Work

Analysis That Actually Informs Decisions

Our process isn't revolutionary. We combine fundamental analysis with quantitative models, stress-test assumptions, and try to identify where our reasoning might be wrong. Standard stuff—just done consistently.

  • We start with macroeconomic context before diving into specific opportunities. Understanding the environment matters more than finding individual winners.

  • Our reports include explicit assumptions and risk factors. If something could invalidate our analysis, we say so upfront rather than burying it in footnotes.

  • We track our past recommendations and analyze what worked and what didn't. Learning from mistakes beats pretending they never happened.

  • We're available for follow-up conversations when market conditions change. Analysis isn't a one-time document—it's an ongoing process of updating understanding.