Research
Company analysis, accounting and valuation exercises on real businesses, and industry notes. Each piece states the questions it set out to answer and lists its sources. Investment theses for the £1K Investment Lab are published with the portfolio.
Methodology & AI use
AI use
I use AI tools to accelerate source collection, structure evidence, test calculations and assist with research workflows. Primary sources and calculations are traceable, and I review the resulting research and own the interpretation, thesis and investment decisions.