Why subscribe?

The purpose of this substack is to analyze companies for my own personal investment.

I am looking for high quality companies that can sustain high returns on capital for a long period of time. I am also attempting to buy these companies at compelling prices.

I go through each company and measure its investment merits based on my criteria, which I defined in this post.

I will write up companies on a regular basis and share my findings. I will also provide updates on my personal portfolio where I actually purchase these stocks when they are available at compelling prices.

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Weekly analysis of potential longs & total transparency into my long-only value portfolio. In addition to written analysis, subscribers get access to my podcast.


Value Stock Geek 

I’m a do-it-yourself value investor who researches companies and invests in my spare time. Securityanalysis.org is an outlet for me to publish my research on individual companies. I also have a podcast where I answer Q&A and interview investors.