Looking for a Munger/Li Lu-style sparring partner for deep value research
Author is seeking a rational, deep-value research partner in the style of Munger/Li Lu to stress-test investment theses.
Most people out there are just collecting tickers or chasing macro noise. If you prefer spending weeks reading hundreds of pages of filings just to find the one asymmetric bet where the odds are overwhelmingly in your favor, let's talk.
I’ve dug up a few boring, unshakeable businesses currently trading well below their intrinsic value. I’m looking for a sparring partner who values absolute rationality and heavy primary research—someone aiming for the depth of Li Lu or the top pitches on the Value Investors Club. If your instinct is to actively try to destroy an investment thesis to find the flaws before putting a dollar down, we’ll get along.
I've linked a short summary of a recent deep dive below as a quick sample of my research style.
P.S. I’m based in Germany, also spreche ich natürlich auch fließend Deutsch.

r/valueinvesting