“To young men contemplating a voyage I would say go.” — Joshua Slocum, Sailing Alone Around the World
“To young men contemplating a voyage I would say go.” — Joshua Slocum, Sailing Alone Around the World
Welcome. I’m Michael Jindra, an independent investment researcher. I publish long-horizon equity research built on primary sources — filings, transcripts, and industry data — with every thesis stated plainly and every assumption open to challenge.
Research Papers
I research publicly listed companies with a focus on durable competitive advantages and the price paid for them. My work favors depth over breadth: a small number of names studied thoroughly, revisited honestly, and published with the reasoning in full view.
Each paper states a clear view, the evidence behind it, and the specific conditions under which I would change my mind. The goal is research that can be judged — and that improves with every judgment.