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

RESEARCH

Cloud costs are in a bubble

$ AMZN

Oct 20, 2022

OVERVIEW

Is ASOS still worth it?

$ ASC

Sep 13, 2022

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

Investing blog

Rates and inflation effect on CAC/LTV models for SaaS

Sep 27, 2022

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

Top tags

company valuation 7 articles

market research 3 articles

company:ASOS 3 articles

ticker:ASC 3 articles

REIT 2 articles