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
Elanco: Taking Share from Zoetis Blockbusters
Mastercard: Forgotten But Not Gone in the AI Age
American Express: Updating Our View
Imperial Brands: Less Than 9x P/E Again
FREE Sample: Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree
Model Portfolio & Commentary
Librarian Capital's Monthly Letter (H1 2026)
Reading Materials