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

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

RESEARCH

Nvidia will lose its grip on the AI industry

$ NVDA

Dec 15, 2021

Q UPDATE

Twitter Q1 update: Can they monetize?

$ TWTR

May 11, 2021

OVERVIEW

Is there an opportunity after a disastrous game release?

$ OTGLY

Apr 13, 2021

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 4 articles

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