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Blogs and latest Research
Company Analysis
The core of value investing. Financial models, earnings yields, and historical multiples to find where price diverges from intrinsic value.
Deep-dives into the mechanics of value — individual companies, the technology reshaping markets, and the macro cycles that define them.
Value Investing
The philosophy underneath it all: buying wonderful companies at fair prices, with a margin of safety and a long horizon.
Research Topics
Markets & Macro
History doesn't repeat, but it rhymes. Examining credit cycles, interest rate impacts, and the psychology of market tops and bottoms.
AI & Technology
Where technology meets capital. Assessing AI infrastructure, safety, and the business models behind the hype — separating durable moats from momentum.
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