The Few Bets That Matter

Building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts.

Equity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”

I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.

Analyst-level Insights on the World’s Most Compelling Companies.

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

Beating the SPY and QQQ on the side as an engineer. I share lots of investment ideas and tools. If you are busy with life and work like me, but would like to achieve reasonable returns, this is the place to be. Join today!

Independent, value-oriented research — I write about stocks across China and global markets.

My personal Substack