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I’m a long-term, value-focused investor and the founder of Pilea Invest, a private family investment fund. Over the past five years, I’ve built a concentrated, research-driven portfolio rooted in fundamentals, with a strong focus on free cash flow, capital allocation, and downside protection. My approach is inspired by the thinking of Warren Buffett and Charlie Munger, looking for businesses I can understand, with durable economics, disciplined leadership, and a fair or undervalued price. My investment lens is business-owner driven. I aim to understand how a company makes money, where the risks are, and whether management has a track record of rational decision-making. I started writing to improve my thinking and connect with other long-term investors who care about real analysis. On Seeking Alpha, I want to share clear ideas and highlight overlooked opportunities that I think are worth paying attention to.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of KSPI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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