I’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decisions. While I acknowledge that sentiment and technicals matter — and that today’s algorithm-driven investment environment often prioritizes them over fundamentals — I’m st ...

When Kenvue Inc. ( KVUE ) was spun off from Johnson & Johnson ( JNJ ) in May 2023 and began trading on the stock market independently, the core idea was to create a stableI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decis ...