DrDenz on Value

👋 Hello & Welcome

I’m DrDenz, a long-term investor focused on uncovering great businesses with durable moats and fair (or better) prices.

Over the years, I’ve built my investment approach around company fundamentals, strategic insight, competitive advantage, and valuation discipline. I believe that when markets become irrational, it creates rare opportunities to invest in high-quality businesses at great value.

This publication is where I document and share my thinking:

• Deep dives into public companies I’m analysing

• Insights on strategy, moats, and risk

• Reflections on fair value and long-term ownership

📚 What You Can Expect

Each post is my personal memo: a structured breakdown of a company, written with clarity and conviction.

I’ll cover:

• Company history and business models

• Strategic growth drivers

• Moats and competitive positioning

• Risk assessments

• Valuation and the price–value gap

• Occasionally: portfolio philosophy, behavioural insights, or case studies

You won’t find stock tips or hype here. Just timeless principles, research-backed insights, and thoughtful perspectives grounded in real conviction.

🤝 Why I’m Sharing

I write to sharpen my own thinking—but I’m sharing because I want to connect with others who think long-term and value substance over speed.

If that sounds like you, I’d love to have you along for the journey.

📬 Subscribe to Get Memos Direct to Your Inbox

New memos will go out when I find a company worth writing about.

👉 Subscribe if you're interested in quality, value, and long-term investing done with discipline.