Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 329 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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compoundwithrene.comLatest Issues
Deep Dive: Reddit ($RDDT) – Part 4
The Companion Slide Deck!
Part four of this Reddit series is a slide deck, and the download link can be found at the bottom of this post. I am, of course, biased, but I honestly think it is and looks absolutely stunning.
Deep Dive: Reddit ($RDDT) – Part 3
Valuation and More!
Two parts down, and I’ve deliberately avoided the only question most readers actually came for.
Deep Dive: Reddit ($RDDT) – Part 2
You can read this article entirely for free. I probably invested 40+ hours in putting this piece together. If you find value in this research, consider ...
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Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse
In this episode, we sit down with Jamie Halse, Founder and Portfolio Manager at Senjin Capital, to dissect one of the most compelling and misunderstood corners of global equities: Japanese small-caps.
Following 13 years at Platinum Asset M...
Slide Deck Preview: Amadeus IT Group
Every deep dive I publish now comes with a companion slide deck, and the one that came with my Amadeus write-up, which I attached below, should show what that looks like and the value it provides.
It carries the hypothesis, the business,...
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Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
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