About This Project

I am a do-it-yourself (DIY) investor, balancing my passion for value investing with a full-time job. While I may not be a professional investor, managing my personal portfolio is a project fueled by my passion and dedication towards investing. I enjoy documenting these efforts on this platform.

This Substack serves as a platform where I track my actual investment portfolio, focusing on identifying exceptional companies and acquiring them at attractive prices. The primary objective is to conduct in-depth analyses of companies for my personal investment endeavors.

Investing in high-quality companies is not just a financial pursuit for me; it's a fulfilling hobby where I enjoy learning about businesses and allocating funds into promising opportunities.

What kind of investments do I seek? I target high-quality companies capable of sustaining robust returns on capital over extended periods. Moreover, I aim to purchase these companies at prices that offer compelling value.

Rather than frequently trading, I adopt a patient strategy, waiting for prime opportunities when top-tier companies become available at attractive valuations. Although many of the companies I analyze are not at attractive prices (yet), I prefer to evaluate them before they’re available at decent prices.

Every week, I meticulously evaluate a company, assessing its investment potential against my predefined criteria, outlined in this post.

These company write ups are published once per week behind a paywall. Subscribers also receive timely updates on adjustments made to my portfolio.

I commit to regularly sharing my findings by profiling companies and providing updates on my personal portfolio. When these stocks meet my stringent criteria for compelling value, I take action and incorporate them into my investment portfolio.

Furthermore, I write articles covering a wide spectrum of financial topics, all freely accessible.

I also host a podcast directly accessible on this platform. Subscribers enjoy exclusive early access to episodes for a duration of two weeks before they become available to the general public.

The primary objectives of the podcast are to educate and entertain. I derive valuable insights from conversations with investors employing diverse strategies, aiming to continually enhance my own approach.

Subscribe to get full access to the newsletter and website. Never miss an update.

Stay up-to-date

You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

Subscribe to Security Analysis

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


I’m a do-it-yourself value investor who researches companies and invests in my spare time. My substack 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.