A value-investing committee managing real money — what to do today, what it holds, and how it works.
🔍 Check any stock →Analysis refreshes automatically every weekday (runs in the cloud, no PC needed). Portfolio snapshot from Jun 26, 2026 — holdings change only on a real trade or sync.
The council surfaced a few things worth your eyes today. Shown for transparency — every call is on the record.
at/over our fair-value target — consider trimming
at/over our fair-value target — consider trimming
What we never do — No options/leverage · no chasing hype or headlines · no penny stocks · patience over forcing trades.
Most positions predate the engine's current strictness — legacy holdings under review by the exit discipline.
Total P&L +6.1% (unrealized, vs cost) · tracked since Jun 18, 2026 · SPY -0.8% over the same period.
A quant brain scores every company on quality and value — margins, returns on capital, debt, and a margin of safety.
A 14-model AI committee then debates each name — a bull case, a bear case, and second opinions from many independent models.
A risk officer caps exposure: no oversized bets, no concentration in one name, and it can veto any trade.
No leveraged or junk products — just understandable businesses bought below what they're worth.
Every call is journaled in the open — the reasoning, the trade, and the result are all on the record.