I am an investor in Global Equities. After more than 10 years with institutional investors, I started managing money for myself and some friends/family in 2019.
I generate returns mostly through owning great businesses over long periods. Since 2008 I have compounded my personal capital by double-digits on average annually.
I believe in intellectual openness and share most of my research online. This site is a catalogue of my work.
Recent Research
Home Depot: 19% Down from Peak, But Weak FY25 Guide Still Too Rosy
Spirax: Weak Markets Trumped “Quality” in 2024, May Again in 2025
Rightmove: Returning to 52-Week High After 2024 Results
Brown-Forman: 10% Bounce, Recovery Still to Come After Q3 FY25
FREE Sample: Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree
Stock Rankings & Portfolio Commentary
Librarian Capital's Monthly Ranked Top Buys (Feb 2025)
Reading Materials