Lucidum Research is a research-driven investment entity focused on identifying and intervening in markets where perception has meaningfully detached from economic or strategic reality.
“There are, then, these three arts: the user’s, the maker’s, and the imitator’s. The user knows best the qualities of a thing, the maker second best, and the imitator least of all.”
— Plato, Republic X
edwin@lucidumresearch.com