Independent Value Investment Research

Disciplined bottom-up analysis focused on long-term wealth creation through deep fundamental research and contrarian thinking.

+18.5% Cumulative Return Since Inception
15+ Companies Analyzed
5+ Investment Pitches Available
3 Sectors Covered

Investment Philosophy

Value-Oriented

Focus on companies trading below intrinsic value. The companies I analyse tend to fall into three broad categories: (1) overlooked compounders trading at discounts due to challenging economics or prevailing negative sentiment (2) event-driven or catalyst-based opportunities, and (3) asset-backed or cash-flow harvesting plays"

Long-Term Horizon

Patient capital approach with 3-5 year average investment horizons, allowing for compound value creation.

Fundamental Analysis

We focus on fundamental analysis: dissecting unit-economics, industry dynamics, and really understanding all drivers to a business model. Unlike large pods or funds, we can't compete on speed or infrastructure. We believe that with temperament, patience, and first-principles thinking, we can hold differentiated views that will outperform in the long-run.

Latest Research

December 2024

Microsoft Corporation (MSFT)

Comprehensive analysis of Microsoft's cloud transformation and AI integration strategy. Strong competitive position in enterprise software with expanding margins.

Deep Dive Analysis BULLISH
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November 2024

Berkshire Hathaway (BRK.B)

Analysis of Berkshire's recent portfolio moves and cash deployment strategy in the current market environment.

Investment Note HOLD
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October 2024

Consumer Discretionary Sector Review

Quarterly review of consumer discretionary stocks amid changing consumer behavior and economic uncertainty.

Sector Review CAUTIOUS
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Recent Investment Pitches

Apple Inc. (AAPL)

Q4 2024

Services transformation driving sustainable competitive advantages with strong ecosystem lock-in effects.

Target Price $220
Upside +25%
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Johnson & Johnson (JNJ)

Q3 2024

Undervalued healthcare conglomerate with strong pharmaceutical pipeline and dividend aristocrat status.

Target Price $185
Upside +18%
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