Reflections on "Going Down Tobacco Road" and Investing

My personal Substack

Observations, opinions and insights on business, stocks, the markets and anything else I want to write about.

My personal Substack

A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.

Disciplined Wealth Preservation

Books Reviews, Investment Thoughts, and General Updates

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Investing and Financial Planning

Research on old-school businesses.

Curating multidisciplinary investing, business, and other readings.

Value Investing, Life/Philosophy and Classical Music Explained