A value investor, here to talk shop — not to spam

I'm a self-directed value investor. I spend my time digging into individual

businesses, trying to figure out what they're actually worth, and buying when

the price is well below that. Patient, often boring, occasionally rewarding.

I write about it at **Seek Value Now** (seekvaluenow.substack.com) — deep dives, the

valuation frameworks I use, and the spreadsheets and tools I build along the

way. I show my work and disclose what I own.

On Reddit I'm mostly here to **talk shop**: swap analysis, argue theses, answer

questions, and learn from people who'll tell me why I'm wrong. I'll occasionally

link a write-up when it's genuinely relevant — always flagged as mine. Not here

to spam.

A few rules I hold myself to:

- Real analysis, not tips or price targets

- I disclose positions when I discuss a company

- None of it is investment advice — do your own research

If you're into businesses over tickers and patience over hype, we'll get along.