Fundamentally Sound

Curious about Tech. Cautious about Hype. Tracking the full stack from Sand to Server. Written by an active investor. Educational only (Not Financial Advice).

I'm a passionate retail investor focused on the world's best companies hiding in plain sight. My top holdings include: UBER, AMZN, BN. With the goal to compound 15%+ over time. I'm using Substack to improve my due diligence and share trades.

The Deep Dive Hub

Hidden Market Gems is a problem-centric equity research lab. We start from a real bottleneck in the world, then find the under-followed company that solves it better than almost anyone, often before the market really cares.

Newsletter about value investing.

Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews

Independent Research on Emerging Themes and Asymmetric Opportunities so you can Invest with Conviction

This publication is about Navigating the Financial Markets Profitably Using Fundamental and Technical Analysis