Equity Investor

Long-term equity research for the patient investor.

2–4 high-conviction recommendations per month with 6–24 month time horizon. Each call includes the full investment thesis, business analysis, valuation framework, target price, downside protection level, and quarterly review schedule.

• Long-term positional equity calls
• Quarterly business updates on holdings
• Annual review of investment thesis
• Position sizing guidance for buy-and-hold
• Weekly market overview