I am the co-founder and Senior Portfolio Manager of Divita Capital and the Divita Value-Growth Fund, where I manage a concentrated portfolio of long-term compounding businesses. My focus is on value investing, business valuation, and capital allocation — particularly on how reinvestment decisions and management’s choices drive shareholder returns over time. I am also the author of Wall Street’s Blind Spots: A Unique Perspective on Value Investing, Valuation and Capital Allocation (2025). In the book, I challenge conventional valuation frameworks and highlight the blind spots even sophisticated investors often miss. My goal is to give readers a practical, common-sense approach to understanding whether a company is truly compounding value, drawing on my day-to-day experience as a fund ma...