Compound Edge Investors

Each write-up includes the full thesis, business model breakdown, capital-allocation history, valuation framework, three downside scenarios, and a position-sizing recommendation. 6,000+ words apiece.

Real positions, real position sizing, every trade documented with rationale before it executes. Quarterly performance reports compared against the S&P 500 and a custom quality benchmark.

Open 90-minute call where members workshop their own ideas. Bring a half-baked thesis and you'll leave with five new questions to answer before you'd buy.

Fully searchable archive of past 10-K teardowns by industry, size, and quality factor. New teardown every Wednesday — recorded, transcribed, and tagged.

Curated transcripts and notes from earnings calls, investor days, and member-conducted channel checks. The best primary research room online for individual investors.

DCF, reverse DCF, sum-of-the-parts, capital-cycle frameworks. Excel and Google Sheets templates members can fork and customize.

Optional 30-minute private call with Samuel each quarter to walk through your own portfolio. Held capacity for members only — typically 4-week wait.