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
8+ Investment Pitches
75% Success Rate

Investment Philosophy

Value-Oriented

Focus on companies trading below intrinsic value with strong competitive moats and capable management teams.

Long-Term Horizon

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

Fundamental Analysis

Deep dive financial analysis, industry research, and comprehensive business model evaluation.

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
Read Analysis
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
Read Analysis
October 2024

Consumer Discretionary Sector Review

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

Sector Review CAUTIOUS
Read Analysis
View All Research

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%
View Pitch

Johnson & Johnson (JNJ)

Q3 2024

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

Target Price $185
Upside +18%
View Pitch
View All Pitches