Deep Moat, Hidden Value

I seek out companies with strong future competitive advantages—deep, hard-to-cross moats—whose value is not yet fully recognized, allowing me to identify and invest in them early.

I prioritize companies with a product advantage, disruptive innovation, and those that build ecosystems through win-win models.

Think Like a Partner, Not a Shareholder

I view investment as a "business partnership." I do not acquire a company with a predetermined exit timeline for profit-taking. The shares I hold are only sold if an irreversible structural problem arises or if a far superior opportunity emerges with much stronger conviction.

Patience is the Key to Real Returns

The market sometimes offers the opportunity to buy a great company at a reasonable price. Until that opportunity arises, I prefer to wait patiently rather than making irrational decisions.