This blog is my space to track and share my research on companies I invest in or am considering investing in. I’ll be digging into 10-Ks, investor presentations, and financials to evaluate their long-term potential—tracking my thoughts, findings, and deep dives along the way.
I approach investing as a lifelong learner, not an expert. While I’m still refining my process, I draw inspiration from books like The Snowball, The Essays of Warren Buffett, The Intelligent Investor, and Common Stocks and Uncommon Profits. These works have fueled my passion for understanding what makes businesses durable and successful.
Here, I’ll share my evolving investment thesis, key insights, and open questions. My goal is to make sense of complex financials, challenge assumptions, and refine my thinking—hopefully sparking meaningful discussions in the process.
Whether you’re an investor or just curious about how businesses create value, I hope these deep dives and reflections offer something useful.