I’ve taken some time to update the bio for Finding Moats Investment Research. The new version offers a more thoughtful reflection of what this project aims to be: a space for independent, long-term analysis of companies that stand out for their quality and resilience. It also tries to better explain how I think about investing and why I approach it the way I do.
If you’re curious to understand the principles behind the work I share here, you can read the updated bio now. My hope is that it brings a bit more clarity and transparency to the purpose of this research, and to the mindset that guides it.
Finding Moats Investment Research is an independent investment research service focused on in-depth, differentiated analysis of high-quality companies. While most research today focuses on short-term trends, quarterly earnings, or momentum, this service goes beyond that to explore the core drivers that will shape a company's long-term success or failure.
This project is built on a different premise: that true understanding requires time, curiosity, and autonomy. Each report reflects over 100 hours of rigorous research, aiming to uncover the structural drivers that shape a company’s trajectory over decades—not quarters.
Finding Moats Investment Research was born from a simple but rare conviction: long-term thinking, resilience, and common sense still matter in investing. Unlike much of today’s financial content, which is driven by clicks and short-term narratives, here you’ll find thoughtful, long-term analysis.
This blog is a space for me to share my ongoing learning, reflections on investing, and deep dives into businesses I find particularly compelling. It’s not investment advice—it’s simply a window into how I think and how I approach markets with a rational, independent, and long-term mindset.
If this approach resonates with you and you’d like full access to the ever-growing research archive, consider becoming a paid subscriber. To help you evaluate whether this research fits your needs, I’ve made a few reports available as free samples (link).
Here’s what you can expect:
A monthly, in-depth analysis of a single company, written to help you understand not just what the business is, but why it works—and how it can endure.
Occasional long investment ideas based on the same research principles I apply to my own capital.
Quarterly portfolio updates that show exactly how I’m investing and why.
Full transparency on portfolio changes—you’ll receive advance notice any time I buy or sell, along with the reasoning behind each move.
More than 40 company deep-dives—carefully researched, long-term focused, now all in one place:
My Investment Philosophy
My philosophy centers on partnering with exceptional businesses run by exceptional people—leaders who prioritize sustainable value creation and think in decades, not quarters.
I don’t make decisions based on fleeting market trends or daily price fluctuations. Instead, I look to invest in resilient companies with durable competitive advantages, clear growth paths, and the ability to reinvest capital at high rates of return. These are businesses that offer essential products or services and can thrive across market cycles thanks to strong leadership and sound fundamentals.
Rather than diversifying broadly for the sake of it, I concentrate on a small number of businesses I understand deeply and believe in fully. This focus allows me to give each investment the time and space it needs to compound. I aim to be a long-term partner, not a trader. For me, investing isn’t about reacting to the market—it's about aligning with people and companies that create real, lasting value.
At the heart of my strategy is the belief that the most powerful results come from patience and discipline. Selling is rare and typically only occurs when the investment thesis no longer holds or a significantly better opportunity presents itself. I avoid unnecessary complexity, excessive trading, and the noise that surrounds short-term speculation.
I place a strong emphasis on management—on finding leaders who allocate capital wisely, think like owners, and treat minority shareholders with integrity. These are individuals who understand the value of long-term thinking, and who can guide a business through both opportunities and challenges with clarity and conviction.
My investment process is grounded in deep, independent research. I seek to understand not just what a business does, but why it works—and, just as importantly, who makes it work. I study business models, industry dynamics, capital allocation strategies, and the competitive landscape to identify companies with predictable cash flows and long-term staying power.
While my approach is influenced by great value investors, I don’t confine myself to any rigid label—value, growth, or otherwise. I look for quality first. A fairly priced great business is often a better investment than a cheap, mediocre one. Independent thinking, flexibility, and a clear focus on long-term outcomes guide my decisions far more than any predefined style.
Avoiding big mistakes is as important as finding big winners. The power of compounding only works if capital is preserved. That’s why I pay close attention to risk, seek downside protection, and act with caution when others are being careless. Over the years, I’ve learned more from my mistakes than my successes, and this ongoing reflection is a core part of my evolution as an investor.
Ultimately, my goal is not just to generate strong returns—it’s to preserve the purchasing power of my family’s wealth and build a foundation that supports future generations. True success won’t be measured in a single year, but over decades of consistent, thoughtful investing. By staying focused, disciplined, and aligned with the right people, I aim to create a legacy that endures. That is my goal.
