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
Imperial Brands: Was FY24 as Good as the Market Thinks?
P&G: A Safe Harbour from Potential Storms Ahead
Estée Lauder: Capitulation at Last after Q1 FY25 Results?
Microsoft: Q1 FY25 Results Show Value Still Compounding
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 (Oct 2024)
Reading Materials