I seek high-quality companies trading at attractive valuations. I conduct in-depth analysis to assess their fundamentals and long-term prospects, then closely monitor the valuation and performance of those I believe are exceptional businesses.
I research a new company every week to determine if they are 'wonderful.' I add them to a watchlist and monitor their valuations.
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 Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.