Welcome Investors

I'm Snir David. I'm an investor, writing stock research, investing thoughts, and youtube videos.

I practice value investing with the frameworks created by Buffett, Munger, Lynch, Nick Sleep, and more. Putting business understanding and valuation first.

Latest research

OVERVIEW

ASOS financial performance

$ ASC

Apr 25, 2022

OVERVIEW

ASOS value and growth potential

$ ASC

Apr 07, 2022

RESEARCH

Microsofts' superior gaming business

$ MSFT

Jan 24, 2022

Q UPDATE

The missing parts in my Seritage deep-dive

$ SRG

Jan 09, 2022

OVERVIEW

Seritage Growth Properties is a deep-value REIT

$ SRG

Jan 08, 2022

Investing blog

2022 Investing & Content plans

Jan 17, 2022

Why mutual funds underperform the market?

Jul 25, 2021

Do active funds really underperform?

Jul 18, 2021

Magic formula/Acquirer's multiple in 2021

Jun 27, 2021

Best performing assets against inflation

Jun 20, 2021

Top tags

company valuation 6 articles

quarter update 2 articles

ticker:SRG 2 articles

mutual funds 2 articles

REIT 2 articles