“A lot of other people are trying to be brilliant and we are just trying to stay rational. And it’s a big advantage.” - Charlie Munger

Greetings!  I am the author of Rational Research and manage a research-focused investment partnership.  I have worked on the buy-side since 2007 practicing fundamental analysis.


  • Twitter: @RationalResear

  • Email: rationalresearch@substack.com

Andrew Walker was nice enough to invite me on his Yet Another Value Podcast recorded on October 19, 2020: LINK

Subscribe to get full access to the newsletter and website. Never miss an update.


The views, opinions, and assumptions expressed on this site are as of the date of the presentation, are for educational purposes only, are subject to change without notice, may not come to pass and do not represent a recommendation, advice, or offer of any particular security, strategy or investment.  This site does not purport to contain all of the information that may be required to evaluate the matters discussed therein.  Further, this site does not provide recommendations on advice, and should not be relied upon for tax, accounting, legal, investment, or business advice.