Stock Market Research Platform

Now Is the Time to Be a Value Investor

The next decade won’t look like the last four.

When investors like Warren Buffett sit on $350 billion in cash and Stanley Druckenmiller is shorting the 10-year Treasury, it’s a clear signal: risk has returned to the markets.

For 42 years, investors have grown used to a bull market where “stocks always go up.” But history tells us that after such runs, the most likely outcome is years—even decades—of flat or negative real returns (I hope it doesn't happen, but I want to be ready for whatever happens).

That’s where value investing shines. By focusing on risk first and letting earnings and fundamentals drive returns, value investors don’t rely on market momentum. They get paid from the underlying strength of the businesses they own.

In times when markets are stretched and uncertainty is high, value investing is not just smart—it’s essential.

What You Get at a Glance

• Clear Research Reports – In-depth stock analyses focused on risk vs. reward, so you can see how each idea fits your goals.
• Educational Content – Learn the value investing process in plain language—no Wall Street jargon.
• Risk-First Investing – A strategy built to protect the downside and compound wealth long-term.
• Practical Portfolios – Three real-money portfolios where I invest monthly; you get an email update every time I buy or sell.
• What to Buy List – A regularly updated list of opportunities with transparent risk/reward explanations.

My Money & Portfolios

As an analyst I am required to disclose my ownership position in relation to the analysis so I disclose all that I do on this research platform. This is not intended to be any kind of financial advice or portfolio management service, it is just there to provide maybe more context to the educational part, research and at the end, like everything else, it is just my opinion. In that light, I manage the Research Platform Model Portfolio , the Research Platform Diversified Portfolio and the Sven Carlin Money Portfolio. I send an email whenever I make a transaction including the risk and reward explanation of the why.

Model Portfolio

The Model Portfolio was launched in 2018, alongside the Research Platform, with a simple but powerful idea: own high-quality businesses globally and let compounding do the heavy lifting.

The strategy is straightforward: stay mostly invested, occasionally hold some extra cash for future opportunities, and add to positions consistently through small monthly contributions. This disciplined process builds wealth step by step, across market cycles—buying in good times and bad—while maintaining a long-term, global perspective.

I view the Model Portfolio not only as an investment strategy, but also as an educational experiment in saving, patience, and compounding.

Performance

From May 2018 to September 2025, the Model Portfolio has compounded at 15% per year. This aligns with the core strategy of buying and owning businesses that can deliver double-digit returns through earnings growth and attractive valuations.

Even after seven years of solid performance, I believe the portfolio has never looked stronger. With an average price-to-earnings ratio of just ~10 and plenty of growth ahead, the compounding potential is only getting better.

The Goal

The ultimate purpose of the Model Portfolio is to show how small, consistent investments can grow into something significant. When launched, my target was a 12.5% annual return or better.

Here’s how a starting amount of $5,000 with $250 monthly contributions could grow over 20 years:

• At 8.5% per year: $170,691
• At 12.5% per year: $281,808
• At 16.5% per year: $473,479

That’s the power of compounding: turning $65,000 of contributions into potentially several hundred thousand dollars over time.

My commitment is to strive for the best possible returns while demonstrating the real-world benefits of disciplined, long-term investing.

For now, I am on the 15% line and I'll do my best to keep compounding on that line, if not better!!!

Performance in Context

The Model Portfolio’s 15% annual return over the past 7 years is in line with the S&P 500. And that’s perfectly fine — when the market delivers such strong returns, I don’t expect to outperform it. Matching the index in such a great period is already an excellent result.

The real difference lies in risk.

• The Model Portfolio currently trades at a price-to-earnings ratio of around 10.
• The S&P 500, by comparison, trades at a P/E of around 30 (source: Multpl).

This means the businesses in the Model Portfolio earn 3x more for every dollar invested compared to the average S&P 500 business.

Over the long term, it’s fundamentals that drive risk and reward. By owning companies at much lower valuations with strong earnings power, the portfolio is structurally built to withstand uncertainty while still compounding.

No matter what the market does in the future, our strategy is simple: stick to businesses with sound fundamentals, buy them at attractive prices, and let time do the work.

Sven Carlin Personal Portfolio

Since January 2023, I’ve been investing additional amounts to accelerate my path toward financial freedom and independence. I disclose every move I make, but this is a personal and independent journey—there is no rigid, pre-set strategy. Instead, whenever I take action, I explain exactly what I did and why, in the context of my own financial situation.

I’ve been investing for more than 20 years with strong results. From January 2019 to August 2022, I managed a Lump Sum Portfolio on the platform, which compounded at 18.9% per year in line with the Model Portfolio strategy. I eventually closed that portfolio to make my investing better aligned with my personal circumstances, and I restarted fresh in January 2023.

My approach remains consistent:

• Buy businesses that offer returns I’m happy with, regardless of short-term market moves.
• Welcome lower prices, since they let me reinvest dividends, reallocate from overvalued positions, or add more through monthly contributions.
• Sell selectively when a stock’s price rises far above what I consider its intrinsic value.

This is value investing at its core: paying a fair or better price for a good business, then letting time and compounding do the work.

But there’s more to investing than just “what stock to buy.” I share insights into portfolio strategy, position sizing, and portfolio dynamics over time—the elements that truly separate successful investors from the rest.

For me, investing is about managing both the good and the bad, and ensuring the wins outweigh the losses. Over the last two decades, I’ve done this successfully, and my goal is to keep doing it while showing you the process in real time.

Diversified Research Platform Portfolio

Due to strong demand from Research Platform members, I launched the Diversified Portfolio, designed to hold up to 25 positions. We are currently at 21 positions, distributed across three categories:

• 1% Watch Position – A small starter allocation to keep a stock on the radar.
• 3% Position – For fairly priced but still somewhat risky opportunities. If the price declines and the value improves, we can increase to a full position.
• 5–6% Full Position – Reserved for the best opportunities: high-quality businesses trading at attractive valuations with strong upside.

This structured approach allows us to balance opportunity, risk management, and conviction, while keeping the portfolio diversified and focused on value. Plus, it is an amazing selection source for the other portfolios.

Notifications

Whenever I publish new research or make a portfolio transaction, I send a simple email notification so you’re always up to date.

Getting Started

Don’t be intimidated by the curriculum below—it’s the result of almost 8 years of work. You don’t need to read it all at once. Start with the first topic or simply begin following along, and over time you’ll naturally get a handle on the businesses and portfolios that fit your style best.

Who Is This For?

The Stock Market Research Platform is designed for:

• Long-term investors who want to own quality businesses bought at fair prices.
• Investors seeking portfolio management insights—how to size positions, build them over time, and manage risk versus reward.
• Learners of value investing who want a practical, real-world approach instead of just theory.
• Busy professionals who want the essence of my investment ideas quickly, with two concise emails per monthcovering only what truly matters.
• Time-conscious investors who want to stay informed without being overwhelmed—the average reading time is just 10–30 minutes every two weeks.

This platform is for anyone who values clarity, discipline, and long-term compounding, without the noise of speculation or short-term market hype.