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Fundasy Investor

William publishes in-depth investment theses and portfolio updates on fundamentally driven, mostly US-listed stocks with qualitative advantages, explained in simple terms.

https://fundasyinvestor.substack.com/archive?sort=new

Mentions13
Posts4
Latest post19 Mar 2026
Root, Inc.Root Insurance: A Security I Like Best-19 Mar 2026
Shift4 Payments, Inc.Document the Process: H1'2026 Gameplan-14 Jan 2026
MercadoLibre, Inc.Document the Process: H1'2026 Gameplan-14 Jan 2026
FTAI Aviation Ltd.Document the Process: H1'2026 Gameplan-14 Jan 2026
NVIDIA CorporationDocument the Process: H1'2026 Gameplan-14 Jan 2026
Kinsale Capital Group, Inc.Document the Process: H1'2026 Gameplan-14 Jan 2026
American Express CompanyShift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Mastercard IncorporatedShift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Visa Inc.Shift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Adyen N.V.Shift4 Payments: The End-to-End Card Present Network-3 Nov 2025
MercadoLibre, Inc.Shift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Shift4 Payments, Inc.Shift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Oscar Health, Inc.Oscar Health: The New Age Health Insurer-19 Jun 2025