Institutional level research helping you own equities you understand and learn about trends and companies that will underpin the growth and value creation of the next decades.
Actionable investment research for investors, wealth managers, portfolio managers, hedge funds, institutional investors, family offices, analysts and active retail investors
Equity Analyst with quality bias | Deploying a simple strategy that has delivered 4-5% alpha over decades | Deep research, stock ideas, updates and more. Join me in building a portfolio for cosmic generations!
I strive to learn. I consume tons of posts, research and podcasts about investing and I will try to share what I learn and reflect on how my investing journey is shaped by my learnings. I invite you to learn and grow alongside me.
Don Wharton Chairman of SureSwift Capital, a data-driven serial acquirer of profitable businesses. I also talk about emerging compounders focused on rolling-up smaller companies.
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"