Why subscribe?
Our Mission
We believe that finding a great investment idea requires sifting through many ideas. Our mission is to make that process easier for you by acting as an aggregator and initial filter for public investment ideas that we come across. We want you to be able to quickly and easily understand what each idea is about and its valuation.
Most of the ideas are typically in English, but we search across all languages and provide summaries in your language to facilitate a quick initial filter.
Our Approach
We primarily focus on ideas that have a minimum level of development and valuation, prioritizing those that follow value investing principles and common sense. However, we occasionally include ideas that, while not strictly meeting our criteria, we consider may be interesting for certain investors.
The Process
Exhaustive Search: We scour all possible sources—manager letters, websites, blogs, Twitter, forums, events, podcasts, portfolios, and more—in search of relevant investment ideas.
Thesis Selection: We concentrate especially on ideas that are sufficiently developed to understand why the author sees an opportunity in that particular idea.
Summary and Analysis: We provide understandable summaries of each idea, including a valuation section. The goal is to facilitate quick comprehension and enable you to decide if you want to explore further.
Given that our time is limited, we generally start with ideas from fund manager letters, as these come from industry professionals, especially those shared by managers who are highly motivated, who are eager to share their personal work, and who are willing to publicly value the companies they analyze. We then continue with other ideas, as there are excellent contributors both inside and outside the industry publishing ideas.
Acknowledging the Original Author
We always credit the original author of each idea. We encourage you to follow and support their work as much as possible. Our role is to understand their thesis and provide you with a summary, and occasionally, we may add our own opinions or valuations. If there are errors, they are our responsibility. Please always review the information, and if you notice any errors, let us know.
It can be difficult to determine the true origin of a thesis, as many times even the author has based it on other sources. However, we will at least try to acknowledge the author we relied on to summarize the idea.
Inspiration and Philosophy
We draw inspiration from investors like Peter Lynch, Joel Greenblatt, and Mohnish Pabrai, who advocate for a value-based and common-sense approach to investing. For this first filter or aggregator of ideas, we are particularly inspired by Mohnish Pabrai's philosophy; he has often said that when looking for ideas, he reviews a large number and starts the thesis from the end—the valuation—to quickly discard and focus on the most promising ones. We fully agree with this approach. Time is limited, and the investment universe is vast; therefore, turning over many stones is essential to find that diamond.
Our Commitment
We want to make it easier for you to access investment ideas in your language, acting as a first filter to assist you in your research process. If you find a few ideas each year that motivate you to dig deeper, we will feel more than satisfied.
This is just the first step; we have many more initiatives planned for the future.
Explore and Discover!
We are delighted if some of our proposals are useful to you. While some ideas may not fit our profile, we share them in case they might be valuable for other investors.
