Financial Analysis. Deep Equity Research.
Civil Engineer. Financial Analyst. Small gems, quality, and deep-value stocks under the deep research method.
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
Curating top stock ideas from quarterly fund letters and newsletters
Concentrated investment management | 6-Year CAGR 25.1%
Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox