About Mosaic Insights
Mosaic Insights is a growth-investing newsletter focused on companies with strong revenue growth, expanding margins, reasonable valuations, and moats that protect those margins as much as possible. I also look for opportunities internationally, because I can simply increase the odds of finding great stocks. International stocks also tend to reduce portfolio volatility and are, in some cases, more mispriced than comparable U.S. stocks.
I focus on how companies make money, why they can keep growing, and what truly drives long-term value. Instead of complex financial models, I spend more time on understanding the real attributes of a business. If you want to know where a company is heading, you need to truly understand the business behind the numbers.
Most people aren’t short on information — they’re short on clarity.
The key to valuable insight is not access to data, but how that data is connected to form a coherent view. That’s the mosaic theory.
I’m still new on Substack. I won’t publish frequently, but I will make sure that what I do publish is worth your time.
What you’ll get
• Research on exceptional companies
Businesses that I believe can outperform the market over the long term — companies with strong growth, expanding margins, sensible valuations, and real competitive advantages.
• Market views
My perspective on the current market environment and how investors can navigate it in a calm, rational, long-term way.
About me
I’ve spent almost a decade in the financial world analyzing markets and helping clients choose stocks. I started as a classic value investor but eventually questioned why the best-performing companies almost never traded cheaply. That led me toward high-quality growth businesses — inspired by thinkers like Charlie Munger, Peter Lynch, and Terry Smith.
Publishing schedule
I publish 1-2 articles per month and hope to write more as time progresses.
All content is free.
If you’re looking for clear insights into companies that can truly outperform the market — and want to understand the reasoning behind that potential — you’re in the right place.
Welcome to Mosaic Insights.
