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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