About

“There’s no shortcuts, at a certain point you just have to go in and start analyzing as many businesses as you can. Eventually, you’ll start realizing what separates a good business from a truly great one.”

As an MBA student sitting in my valuations classroom, these words spoken from the visiting hedge fund manager were a guiding light for the next step of my intellectual journey as an investor.

This website was created as a public repository to keep track of all the businesses I’ve been able to profile, and to hopefully provide another source of inspiration and ideas for other aspiring investors. I also plan on publishing some of my company deep-dives, investment research and other thought-pieces about value creation, alpha generation, and important financial/accounting concepts.

I welcome any feedback or differing opinions because I believe good debate sharpens good ideas and reveals bad ones. So please email me at rsp@randomstockpicks.com with any suggestions, comments, or notes.

Disclaimer: These stock picks are randomly selected from a list of publicly-traded U.S. securities. The profiles are meant to be general breakdowns into the industry, business performance, and market valuations of the selected companies. They are not recommendations for or against the selected securities or companies.