Independent research
Fundamental analyses without the noise.
I research businesses, study their financials and estimate what they're worth. Here I share my company analyses and teach the process I use.
A place to get better
From market noise to an investment point of view.
Explore company research, learn the craft of fundamental analysis, and build the financial judgment to make your own decisions.
Research
Latest analyses
Here are a couple of recent stock analyses I did. Feel free to explore, challenge or use them as a starting point for you own thesis.
| Company | Price at analysis | Estimated fair value | Analysis date | Read analysis |
|---|---|---|---|---|
| NvidiaNVDAWritten | USD 219.00on 31 Aug 2026 | USD 146.00 | → | |
| Meta PlarformsMETAWritten | USD 549.90on 24 Aug 2026 | USD 441.93 | → | |
| PennantPark Floating Rate CapitalPFLTWritten | USD 7.40on 17 Aug 2026 | USD 9.00 | → | |
| CiscoCSCOWritten | USD 121.43on 10 Aug 2026 | USD 62.70 | → | |
| BNP ParibaBNP.PAWritten | EUR 112.00on 5 Aug 2026 | EUR 125.54 | → |
Courses
Fundamental Analysis for Beginners
Go from complete beginner to making your first confident investment decision. My free, 11-part course covers everything you need to know—from reading Investor Relations pages and financial statements to analyzing key ratios, evaluating management, and mastering DCF valuation.
The tools I use
ValueSages
I co-founded ValueSages to help investors cut through the noise and approach company research in a more structured, transparent way. It brings financial data, analysis tools, and valuation models together in one place, while keeping the assumptions visible and in the investor’s hands.
Many of the company analyses you see here are researched and valued using ValueSages.
Explore ValueSages