Our Substack: Institutional-grade research at retail prices!
About Me
I am an investor in Global Equities. After more than 10 years working at institutional fund managers, I started managing money for myself and some friends/family in 2019.
I generate returns mostly through owning great businesses over long periods. Since 2008 I have compounded my personal capital by double-digits on average annually.
I believe in intellectual openness and share most of my research online. You can find a catalogue of my research here.
Why Subscribe?
You may have come across my Twitter account, where I share content about investing and stocks daily. This Substack is a more in-depth version of the same content.
You may have seen my content already on Seeking Alpha, where I had been publishing research on about 40 companies (the actual list evolving over time) at the rate of 10-15 articles per month since 2019, and built up a base of 8,000+ followers.
Subscribe so that you get all my research articles delivered straight to your Inbox, including for the upcoming earnings season.
We added a paid tier in January 2024. Thank you to those of you who have upgraded.
