Investing
Obsessed with Value Investing.
Ever since I first read Peter Lynch, I haven't stopped. The idea that you can beat the market not by being a genius, but by being disciplined, patient, and rational — I find it one of the most powerful ideas out there.
I invest in individual companies with a long-term focus, looking for excellent businesses at reasonable prices. Few moves, deep analysis, no noise.
Reading list
The books that shaped me.
Not every investing book deserves your time. These do.
One Up on Wall Street
Peter Lynch
The bible of growth investing. Lynch shows how individual investors have an edge over Wall Street.
Beating the Street
Peter Lynch
The sequel — Lynch explains his real picks and the thinking behind them. Practical to the core.
The Intelligent Investor
Benjamin Graham
The founding text of value investing. Graham's margin of safety concept is the foundation of everything.
The Little Book That Still Beats the Market
Joel Greenblatt
The magic formula distilled into 200 pages. Deceptively simple, extraordinarily powerful.
You Can Be a Stock Market Genius
Joel Greenblatt
Special situations: spinoffs, mergers, restructurings. Where Wall Street isn't looking — and where the returns are.
Richer, Wiser, Happier
William Green
Conversations with the world's best investors. The mindset behind the performance.
The Essays of Warren Buffett
Warren Buffett & Lawrence Cunningham
Buffett's shareholder letters organized by theme. Timeless lessons on business, management, and capital allocation.
The Bitcoin Standard
Saifedean Ammous
The economic case for Bitcoin from first principles. Whether you agree or not, the monetary history alone is worth it.
My portfolio
Performance.
I manage my own equity portfolio since 2022. A few numbers.
Return since inception
+47.3%
vs S&P 500 +28.1%
CAGR
18.2%
annualized
Open positions
14
concentrated portfolio
Best position
+314%
LQDA since entry
Restricted access
Full portfolio.
The full dashboard with all positions, detailed performance, index comparison, and trades is available on request. If you want to see it, write to me — I'd love to talk investing with you.