Contrarian research on AI infrastructure bottlenecks, and high-quality compounders the market has stopped watching.
Founder of Darius Dark Investing. Focused on asymmetric risk, deep value, and high-quality compounders. Outperforming the S&P 500 through fundamental research. Featured on Finviz.
The number of free subscribers for Darius Dark Investing over time since it was added to the directory.
With a 35-year record of disciplined stock-picking success, Stefan Waldhauserโs High Growth Investing champions steady wealth building over the flashy quick-profit gambits crowding todayโs markets.
On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.
Great businesses the market also agrees with. I analyze quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 800+ stocks & 300+ ETFs. CIO @ arvy ยท NZZ columnist
Mapping AI takeoff, getting as long as possible with our risk capital, and constructing portfolios with complimentary themes like precious metals and hard assets.