The goal for this service is to provide high quality investment analysis on either an industry, a specific company, or a combination of the two. While there is a preference to analyze companies that are interesting enough to spend considerable amount of time and can scale the knowledge learned from one company across an industry, at times certain companies can be one-offs and I will do a deep-dive on a specific company only.

There is plenty of investment analysis available. Hopefully this service will differentiate itself not by the quantity of “slide decks” created but more so by the quality of work done. 

These decks are meant to provide in-depth analysis, not a recommendation to buy something, continue owning something, or sell something. This is not a stock recommendation service so do not expect me to tell you what to buy or sell.

While there is a preference (mine) to search for quality companies that have a significant runway for growth, where I can own something for a period of many years, I still have interest in owning average companies that have solid prospects over the next few years that may have temporary issues leading to considerable mis-pricing (my opinion) in the market, such as airlines, banks, and auto companies for example. 

I am a portfolio manager and manage money for clients. Anything I discuss in these slide decks, my clients will get first priority. 

Do your own work. Trust but verify. Happy investing to all.