About Picks

Picks is a personal list of stocks that I follow. For each company I write research: what it does, why the market prices it as it does, what must happen for that to change, and what could go wrong.

A company joins the list after I research it. For each one I look at the intrinsic value, which usually comes from third-party analysts. For some companies it comes from the company's management or from an AI estimate. Picks shows only how far the price is from it, as a word such as Deep below or Close to, never as a number.

The page also has my thesis, the checkpoints I watch and the main risks. I refresh a company after it reports earnings, and sooner when big news arrives.

I use AI to help me research and write. It reads company filings and releases and drafts the text. I check the facts and publish each page myself. Mistakes can still happen. If you find one, please tell me.

Picks gives general information only. It is not investment advice and not a recommendation to buy or sell anything. I may hold any stock on the list.