Welcome to the PaxDex Substack
A value investor focusing on outperforming the S&P 500 & R2K through mostly industrial, building product, and other infrastructure-related-sub-sector small & mid-caps, producing authentic trade ideas.
Magnum Opus—Great Work
PaxDex Research is focused on producing authentic macroeconomic & company-specific research reports for the industrial, building product, and other infrastructure-related sub-sectors. At the same time, running a value-based strategy focusing predominantly on smid-caps.
I will share my greatest work on a regular basis, work that has allowed me to have a 21.84% CAGR since inception (January 2021), when I started investing professionally. For those who want to judge on first basis principles, this substack is not for you. As Warren Buffet put simply “In the short run the market is a voting machine but in the long run, it is a weighing machine." Monthly or even quarterly performance is not indicative of one's end result. As a paid subscriber, you can expect—
A monthly company-specific multiple pager research report
Week-to-week market & portfolio updates
Day-to-day in chat sharing my thoughts about the market, trade ideas, and current holdings
As an institutional client you can expect
All paid subscriber benefits
Two, one hour 1-on-1's via Zoom, per quarter. Detailed report analyzing your portfolio. Private chat. The total number of institutional clients is capped at 50.
Carpe Diem—Seize the day
I have always had an issue with juxtapositioning. Growing up and to this day, faulting me at times. Challenging the status quo, even when it’s minutus. However, this ethos created someone who loves debate and intellectual conjecture but triumphs over all—finance.
Finance has always been my passion since my adolescent years. Entrenched in the investment management world, I was passionate about growing my investor acumen each day; still, to this day, I would always write my thoughts. Whether I thought a stock was undervalued for X, Y, & Z, but writing 10+ pages to describe each detail to build the most impenetrable theses I could conceptualize.
I want to share this with a community where we can bounce ideas off one another to outperform our benchmarks. And above all, better our lives through financial means. The ole saying “money doesn’t bring happiness,” it’s bs let’s be honest. For most, and myself, financial freedom is earned through financial markets.
Quid Pro Quo—Something for Something
I want to grow a community of different-minded investors who share the common goal of wanting to grow their investment acumen and portfolios. From my point of view, the synergy of hearing more people judge and investigate my theses and trade ideas will better my investment acumen and results. That is my goal for everyone else: to share their trade ideas and what they are thinking and looking at. It's a fact that something for something; the concept of a group bouncing ideas off one another only betters that group's shared goals.
As always, feel free to reach out with any questions or comments!
Welcome to PaxDex Research!
