Why We Stand Out
What to Expect
Stock Ideas
On the 1st of every month at 11 a.m. EST, we publish one high-quality stock recommendation indicating either a buy, sell, or neutral rating. more info
Quarterly Letters
Following the end of the quarter, we post a quarterly portfolio performance update. more info
Stock Sonar
On the Wednesday of every week, we email subscribers insightful highlights on a few names we are currently researching. more info
Investment Writings
These writings will be sent once a month to subscribers. Topics include market trends, investing insights, and macro musings. more info
Research Philosophy
Our research philosophy is firmly rooted in the investment strategy we have honed throughout our careers. We focus on identifying attractively-priced companies that fit into one of two categories: those with the potential to sustain and expand their future cash flows, and those with cash flows that require improvement but have a clear path to recovery. We believe that a portfolio structured with seven to twelve of these investments will compound at rates substantially greater than the market.