Case Studies

Deep write-ups of individual public companies, worked entirely from primary sources — the filings, the transcripts, the record — and following value-investing discipline. Each one covers the business, the economics, a valuation with explicit assumptions, the specific risks, and a verdict, including the ones that land on “good business, wrong price.” When one of the tools surfaces something — a risk-factor shift, a data discrepancy — it appears in the write-up.