What can you expect?

  • One monthly in-depth company analysis. Quality over quantity.

  • I will write about high-quality companies or businesses with an “emerging” moat. No turnarounds, No SOTP, No arbitrage, etc.

  • This is not a stock picking service, but rather a compilation of sound company analysis

  • Qualitative over quantitative

About me

My name is Javier, and I started this blog as a way to audit both my thinking and investment process over the course of the years.

You can reach me out on Twitter at @blindsquirreel

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you.”

Charlie Munger