Why subscribe?

This newsletter is meant to be your reliable source for in-depth, deep dive style analysis of great companies. If you want to know the whole investment thesis, everything you could possibly need to know and more, then Welfare Capital Research is the place for you.

I take a mixed qualitative and quantitative approach to fundamental analysis, including many qualitative features that traditional Wall St. analysts might look over, without compromising the quality of financial and market analysis provided.

You can expect excruciatingly detailed reports, “Deep Dives,” quarterly (or more) on companies that I believe to be uniquely positioned to generate strong long term returns, as well as occasional summaries of other compelling opportunities, “Quick Writeups.” I expect to publish new coverage bi-monthly at least, with regular updates on core holdings to keep you up to date (including earnings coverages and other events).

The name Welfare Capital has two meanings. One is the irony. Two, because I started investing with money given to me by my parents and grandparents. Not a large sum of money by today’s standards, but generous, and enough to get my portfolio up and running. Seeing as I didn’t earn that money, I think “welfare” is a good enough name - it reminds me of my roots and keeps me humble.

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