I built this site as a response to the ever-growing number of Substacks and newsletters covering deep dives on individual stocks. While those have their purpose, I don’t this site to be another one of those.

The goal of this site is simple: to present valuations on the stocks I cover and the models underpinning these valuations. That’s it.

The value I’m providing is in the logic of the models as well as regularly updating the models as new information comes in. Additionally, I expect to cover more stocks over time and may even expand into other securities.