About Seeking Winners
Build wealth for the long term with Seeking Winners. This investment research newsletter focuses on high-quality companies and provides a practical roadmap to unlocking their long-term value potential.
The Seeking Winners name and expanding tree logo reflect my philosophy. Just as a resilient tree thrives with strong roots, I believe in building portfolios anchored in high-quality companies. I avoid companies whose returns rely on single exposure risk; instead focusing on long-term growth through calculated investments. Our goal is to cultivate a portfolio that weathers market storms, like a majestic tree bearing fruit season after season. I prioritize steady, sustainable returns, seeking to avoid the pitfalls that could cripple investments.
Mission
Seeking Winners has a passion for learning about high quality companies while helping other investors along the journey. With a long-term investment outlook, Seeking Winners aims to construct a concentrated portfolio of 10-15 companies designed to achieve capital appreciation while avoiding permanent loss of capital.
I found that keeping an investment journal wasn't enough and I wanted a place to document my thoughts and join a community of like minded investors.
The goal of documenting this process is to help you the reader learn and generate ideas, challenge your own way of thinking and partner with me through the investing journey.
By subscribing to Seeking Winners, you will gain knowledge on various companies and industries through posts structured as company analysis, portfolio construction, investing frameworks and much more.
What are the investment Criteria?
Is the business within my circle of competence?
Is it a good business?
Is the business run by a quality management team with skin in the game?
What is the business trading for?
For further details on my investment criteria, refer to the the following:
Uncover Winning Investments with Seeking Winners
Grow your financial knowledge and unlock long-term wealth creation strategies with Seeking Winners. My Substack empowers you to become a confident investor with a range of valuable resources:
Investing Insights: Gain a solid foundation in fundamental analysis through:
Educational articles (mostly paid)
General blog posts (free)
Our company transcript notes (free) and more.
Quarterly Performance Reviews (Paid): Stay informed about our portfolio strategy, holdings, and performance with regular quarterly letters.
Library Access: Free access to a range of letters and writings from investing greats as well as free resources to expand your knowledge.
Additional Content (Paid): Dive deeper with exclusive access to detailed analyses on companies through our investment memos, access to the real-life stock portfolio, subscriber chat and more.
Seeking Winners goes beyond just stock picking. I provide the tools and knowledge you need to make informed investment decisions and cultivate a portfolio built for sustainable growth.
Thanks for stopping by and I hope you were able to gain something from my writing.
Legal & Disclaimer
The information contained on this website is not and should not be construed as investment advice, and does not purport to be and does not express any opinion as to the price at which the securities of any company may trade at any time. The information and opinions provided herein should not be taken as specific advice on the merits of any investment decision. Investors should make their own decisions regarding the prospects of any company discussed here based on such investors own review of publicly available information and should not rely on the information contained herein.
The information contained on this website has been prepared based on publicly available information and proprietary research. The author does not guarantee the accuracy or completeness of the information provided in this document. All statements and expressions herein are the sole opinion of the author and are subject to change without notice.
Any projections, market outlooks or estimates herein are forward looking statements and are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur. Other events that were not taken into account may occur and may significantly affect the returns or performance of the securities discussed herein. Except where otherwise indicated, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and the author undertakes no obligation to correct, update or revise the information in this document or to otherwise provide any additional materials.
The author may currently have long or short positions in the securities of certain of the companies mentioned herein, or may have such a position in the future (and therefore may profit from fluctuations in the trading price of the securities). To the extent such persons do have such positions, there is no guarantee that such persons will maintain such positions.
Neither the author nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. In addition, nothing presented herein shall constitute an offer to sell or the solicitation of any offer to buy any security.
