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Focus investing for a
disruptive future

Long-term value research, financial modeling, and a fully disclosed portfolio built to empower every retail investor.

View portfolioRead the latest investment memo
TWRR
+38.27%
Time-weighted return · reconstructed · cumulative
Market value
$127,533
18 stocks and ETFs
XIRR
+24.43%
Money-weighted return · annualized

01 · About

Investment principles and
continuous learning

Explore focus investing and long-term business valuation in a changing technological environment. Accounting and financial models connect business fundamentals with value. The approach combines interest in AI and other disruptive technologies with curiosity, empathy and continuous learning.

Explore the investment approach

02 · Portfolio

A focus portfolio built
for long-term ownership

  1. 01
    AMD$18,353 Market value
    14.4%
  2. 02
    MSFT$12,823 Market value
    10.1%
  3. 03
    META$10,878 Market value
    8.5%
  4. 04
    DELL$9,683 Market value
    7.6%

03 · Performance

Monthly results disclosed
with complete transparency

+24.43%
Portfolio
+19.26%
SPY
+24.43%

Portfolio XIRR, versus +19.26% for SPY over the same cash-flow period.

As of · Updated monthly.Track portfolio performance

04 · Investment memos

Published investment research
for independent evaluation

001Company analysis

Microsoft stock analysis fiscal year 2024

An assessment of Microsoft’s cloud and AI position, Satya Nadella’s leadership, and the company’s fiscal 2024 financial quality.
· 12 min
002Planned

Will AI Kill Software?

Planned research article. The full text is not yet available on this website.
Coming soon
003Planned

Agentic Finance and Stablecoins

Planned research article. The full text is not yet available on this website.
Coming soon
View all investment memos

05 · Contact

Stay connected with
new research

Get in touch