Financial research infrastructure & value investing

Discrepancies

Origin and detection of discrepancies between price and value

Research tools and the investment analysis they make possible, side by side. Everything here starts from primary sources and shows its work.


The Tools

Focused applications for investment research: turning primary sources into things you can actually think with. All built in Rust and Python, with an emphasis on transparency and provenance over black-box outputs. These are evolving research tools: some are more mature than others, and all continue to be refined and expanded as new ideas and use cases emerge.

U.S. Data Sources

EU Data Sources

Foundational


The Writing

The tools produce the insight; the writing puts it to work. Company analysis worked from primary sources, a portfolio tracked in the open, and the occasional longer piece on the framework itself.

Case Studies

Monthly

Deep write-ups of individual public companies, worked from the filings and the transcripts: business, economics, valuation with explicit assumptions, specific risks, and a verdict — including the ones that conclude “good business, wrong price.” The apps appear at work throughout.

Read the case studies

Paper Portfolio

Tracked publicly

A paper portfolio kept in the open. Rules published upfront and never changed retroactively; current holdings, closed positions with full return data, and performance against a stated benchmark. Accountability, not prediction.

See the record

Essays

Occasional

Longer pieces on the framework itself — how computational analysis of filings changes fundamental research, what corpus analysis of Graham and Buffett reveals, and how US and European disclosure regimes compare on data quality.

Read the essays

About

I build financial-research infrastructure and explore value investing. One consistent interest is provenance: where financial data comes from, where it breaks, and how to make it transparent and independently verifiable. It’s the same question whether the output is an ingestion pipeline that reconciles a filing against its own XBRL, or a valuation that states every assumption it rests on. Another interest is the origins of value investing, as well as its latest techniques.

The habits come from a background in the humanities (philosophy and history), which encourages close reading and working from primary sources. I take these skills and direct them, along with my technical experience, at filings and market data. The tools here are built in Rust and Python; the writing follows analytical discipline. A small, self-directed body of work.

Full CV available on request. The code is on GitHub, or reach me by email.


Financial research is only as good as the data underneath it, and that data deserves to be transparent, traceable, and independently verifiable. The tools embody that principle technically, the case studies analytically. Insight the tools surface becomes writing; the friction found while writing feeds back into the tools.