I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors.
I research a new company every week to determine if they are 'wonderful.' I add them to a watchlist and monitor their valuations. I also have a podcast where I answer Q&A and interview investors.
The number of free subscribers for Security Analysis over time since it was added to the directory.
This substack is authored by Anand Srinivasan, the voice of Money Pechu. It is co-authored by Sashwath Swaminathan, an MSc Economics student and research assistant at Aionion Investment Services. The pieces cover finance, economics and investing.
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
Write-ups of companies I'm invested in with downloadable & customizable excel DCF models. Follow my investing journey & use your own assumptions to decide if these companies offer good value...
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.