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
Philip Morris: Structural Growth Continuing in Q1; Likely Trump-Proof
Alphabet: Still Solid Growth in Q1; Just 20x 2024 EPS
Otis: 2025 Outlook Maintained Despite Tariffs, Weaker Macro
L’Oréal: Resilience Continued in Q1 2025
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 (Mar 2025)
Reading Materials