What you'll get (effortlessly and completely free):

  • High-Conviction Investment Ideas — We invest alongside you, targeting 12%+ annual returns and sharing in-depth analysis.

  • Just 1-3 emails per month, cutting straight to the point without wasting your time.

  • Regular updates so you don’t feel lost with stocks you hold.


Deep dives into 4 Stocks with 100%+ Upside:


Shortly about me and my investment approach

Hi, my name is Maksim and I’m a Co-founder at the WealthTech company Double Alpha Factory, which helps financial institutions make their wealth management divisions more efficient and scalable.

I spend a lot of time researching stocks and managing our company’s and my family’s stock portfolios.

My investing philosophy is so far mostly influenced by Peter Lynch, Mohnish Pabrai, and Buffet/Munger (what a surprise). I don’t restrict myself to a certain category of investments. Instead, I focus on how sure I am that a certain investment can bring us above-average (12%+ IRR) returns over the long term.

I love Substacks which only post their highest-conviction ideas which they really invest in. Therefore, I do exactly this on my own Substack - I’ll post only when I am super convinced in the company and invest in it myself.

Since I manage money on behalf of the family and the company, I always try to keep the two most important investment rules in mind:

The first rule of an investment is don’t lose [money]. And the second rule of an investment is don’t forget the first rule.

Warren Buffet

My goal here is to provide you with the best investment ideas that I truly believe in, while also learning, receiving feedback, and connecting with other like-minded investors.

I’d like to connect here on Substack or you can always write me an e-mail at m.rodin@alpha-factory.de.

This publication is not financial advice. Please read the Disclaimer.

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In-depth company analysis with “skin in the game”. Value Investor, FinTech Co-founder