Edelweiss Capital Research

Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.

Independent Investment Research & Investor: value, dividend and growth stocks. Two unique & interesting reports, trading ideas, lots of charts, general and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Detailed write-ups on 55+ public companies that have high return on incremental capital & long runway for reinvestment

I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise. I share some of my ideas and look forward to learning from other fellow investors!

All-Things Quality Investing

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

A personal and insightful view on financial markets, business and the global economy.

Notas sobre libros y finanzas

Descubre análisis detallados de empresas excepcionales y acompáñame en mi camino como inversor. Recibe actualizaciones de mi cartera cada mes, notificaciones en 24 horas de mis movimientos, y un balance anual de mis rentabilidades.

Ideas that help you navigate the maze of markets and life.

Exploring the long-term prospects of the businesses behind stocks.

Análisis cualitativos sobre negocios que puedan perdurar y prosperar

Written interviews with fund managers talking about their favorite stocks.

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