• Fundamental Analysis
  • Thematic Research
  • Mental Models
Seifel Capital Newsletter

Seifel Capital Newsletter

An archive of all prior company reviews and analysis

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Detailed Research Reports

Detailed Research Reports

A sample of detailed research reports; new and old

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Investing Resources & Media Appearances

Investing Resources & Media Appearances

Valuable investing resources and my media appearances

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A Summary of Seifel Capital Management

Intellectual curiosity, relentless passion, and dedication to excellence drives a continuous improvement of the investment process to generate outsized returns.

We develop a clear understanding of the present and differentiated insights for the future. This allows us to consistently identify themes that produce long-term alpha by also capitalizing on short-term opportunities.

We think in first principles and take an Occam’s Razor approach to investing. We believe in sophistication through simplicity.

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