Business model & performance
How the company makes money, what protects it, and what the track record says.
The Pilot Investor
Fundamentals before feelings.
Know why you own it, what can break the thesis, and what would make you sell — before emotion gets a vote.
Public Preflights. Members get weekly portfolio updates.
10 years in airline cockpitsChecklists, discipline, decisions under pressure.
C-suite strategy consultingHow management teams make choices and allocate capital.
Long-term investorWeekly portfolio updates. Own businesses. Ignore most of the noise.
Why preflight?
The market gets emotional. Our process shouldn't.
Prices move faster than fundamentals. That's when panic, FOMO and second-guessing take over. We come back to the fundamentals.
The Preflight
3 lenses. 9 questions. Every time.
Management & strategy
What management is trying to do, where capital is going, and whether the plan stands up.
Valuation
What today's price already assumes, what has to go right, and what would make the thesis wrong.
Do the work before emotion gets a vote.
Choose your level
Read the research. Or join the portfolio.
The public tier gives you selected Preflights. Membership is where the ongoing portfolio work, valuation zones and community live.
Free
Public Preflights
Read selected investment theses and see how the Preflight works.
- Selected Preflights
- No portfolio updates
Preflighters Membership
Everything behind the portfolio.
The research, the portfolio and the community — built for investors trying to stay disciplined when the market gets loud.
- Full fundamental analysis / every Preflight
- Weekly portfolio updates
- Buy & sell zones
- Full portfolio + watchlist
- Member community
- Direct access + member Q&A
The list
Small enough to know what you own.
Roughly 10–15 core positions, with a shorter watchlist behind them. A few positions are public. Full members see the complete portfolio and watchlist.
“With fifteen to twenty good, uncorrelated return streams, you can dramatically reduce your risks without reducing your expected returns.”Ray Dalio, Principles
AerCapAircraft leasing
CRHBuilding materials
UnitedHealthHealthcare
AlphabetTechnology
Full members onlyAirlines
Full members onlyAirlines
Full members onlyAerospace
Full members onlyHealthcare
Full members onlyGaming
Full members onlyInsurance
Full members onlyEnergy
Public Preflights
Join the free tier.
Join the email list for selected investment theses and public research. Membership unlocks the ongoing portfolio work.
Join the free tier with your email.