30 page reports and primary research on 'hidden gems' in the small cap value space.

An Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity

Sharing my investing journey of trying to turn $100,000 into $1,000,000 - mostly stocks and some private equities.

Fundamental research. Focused on natural monopolies and oligopolies. Irreplaceable assets and high barriers to entry. Long-term thinking.

Independent research across Macro, Markets, Quant and AI.

We specialise in value investing to grow capital. Sign up for free updates from us.

Investing

Buy and hold quality growth. Beating the SPY and QQQ with 15% CAGR since 2021.

Documenting a three-module TQQQ system in public. Every signal, every scenario and every allocation decision, written down as it happens. Not investment advice.

In search of value in the market's forgotten corners.

Your 10-minute daily ritual to outthink the market and build your edge. Go behind the scenes to uncover the mechanisms and strategies behind intrinsic, durable competitive advantages and long-lasting Owner Earnings. Build independent judgment.

Researching overlooked and undervalued Microcaps

Institutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

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

Welcome to Finding Compounders, a substack dedicated to the art of investing in quality companies. Join us as we explore businesses with strong competitive advantages, sustainable growth potential, exceptional management teams, and sound financials.

Finding opportunities for outsized investment returns. Swing hard when you find it.

Publishing a monthly company write up. Searching for and researching companies with compounding opportunities.