Investment Updates

We finished 2025 with Time Weighted Return of 23.5% compared to 17.8% with S&P 500. In the first 4 months of 2026, our portfolio has powered ahead, returning 23.76%. S&P 500 in the same time this year has returned a very respectable 5.7%. The Russell 2000 small cap index has returned 13.21% YTD. We consider […]

It has been difficult to share my working watchlist with my readers. I maintain it in Stock Rover but there is no possible way of sharing a link to my watchlist page. I could create a page on the website and add the watchlist table there. Periodically, I can update this table as needed. Seems

My edge lies in the Small Cap Value segment. This is where significant investor wealth is traditionally built, and I am pretty darn good at this. Over the years I have improved my processes to include a mathematically optimal Kelly Criterion based portfolio allocation system. This implementation has been battle tested through periods of volatility

A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below: Scroll down to the Featured Community Analysis section. These will be available as long as my thesis remains relevant. Over time you will see these show up on more stock tickers where I

I have taken the 2 offerings on Substack, Premium and Founder’s Club, and rolled them into 1 and can now offer it to you for the price of just Premium. Here’s is what you get in the new Astute Investor’s Calculus Inner Circle: As you read this article on the website, look up at the

I am a small cap value investor, first and foremost. I know this space and I am very very good. When I buy a stock, I typically make money. This is a result of the deep research that goes behind the stock, and of course hours and hours of contemplation, going through scenarios and possibilities.