People Who Dislike Us

Understanding who might not be a good fit for our services is just as important as knowing who we serve best. This helps us focus our efforts and set appropriate expectations.

Not Our Target Audience

• Ultra-rich people — conglomerates

  These individuals typically have access to better opportunities, private banking services, and family offices. They often have established investment networks and strategies that go beyond what we offer.

• Traders

  People who prefer short-term trading strategies and frequent buying/selling are not aligned with our value investing approach. Our long-term focus on fundamentals doesn't satisfy the desire for quick gains and market timing.

• People who like to check stock prices daily

  They tend to be impatient and always want to "do something." Our approach focuses on patience and long-term thinking, which can be frustrating for those who seek constant action and immediate results.

Why We're Not for Everyone

We recognize that our investment philosophy and approach won't appeal to everyone, and that's okay. We prefer to be clear about who we serve best rather than trying to be everything to everyone.

Some reasons why certain investors might not enjoy working with us:

• We focus on long-term value rather than short-term gains
• We don't promise unrealistic returns or get caught up in market hype
• We prioritize fundamental analysis over technical trading patterns
• We don't engage in frequent trading to create the illusion of activity
• We're transparent about both successes and failures

By being clear about who we're not for, we can better serve those who align with our approach and values.