Our Story - The Reason this Site exists
I’ve spent most of my career as an engineer, but like many of you, I’ve always been interested in how to grow my wealth—effectively and with minimal noise. The more I looked into the investment research space, the more frustrated I became – and I lost a lot of money while it tested these services.
Most of the services I tried fell into one of two camps:
- Opinion-heavy and noise-driven—Where everyone is chasing trends or trading on the latest headline, only to get burned.
- Complicated and opaque—Filled with jargon and promises, but often impossible to follow along in my daily life and failing to deliver on those promises over the long term.
I was looking for a simple solution, grounded in real data— built on fundamentals and a logical strategy.
When I couldn’t find what I was looking for, I decided to build it. Yes, I was naïve, but I learned a ton along the way.
What TheValueVantage Does
At its core, TheValueVantage is not about daily stock picks, market news, or trading advice. It’s not flashy. It doesn’t pretend to have all the answers. What it does is use 27 years of back-tested data to produce a list of 25 stocks every day, each selected based on its fundamentals:
- Balance Sheets
- Earnings Reports
- Cash Flow Statements, and
- Daily Close Prices
The approach is simple:
Invest in the 25-stock list once a year and hold for 12 months.
That’s it.
There’s no chasing trends, no constant monitoring of news, and no scrambling to react to market noise. TheValueVantage runs a daily scan of thousands of US stocks to give you the freshest insights grounded in fundamentals and historical patterns that worked repeatedly.
But here’s the key difference: not everyone gets the same information at the same time.
The stock list is updated and refreshed daily, so each new member gets a fresh report each day, based on the previous trading day’s data. This means no flood of investors chasing the same stock at once, hence no competition, keeping the strategy as effective as possible.
Why me?
As a graduate engineer by training, I’ve always had a passion for solving complex problems. While my expertise may not be in traditional finance, I’ve spent countless years diving into stock market data, algorithms, and data analysis.
Through self-study, backtesting my results, and maintaining a growth mindset, I developed TheValueVantage, which delivers valuable insights.
Throughout this journey, I’ve shared the development process and insights on my Substack.
I firmly believe that with dedication, curiosity, and the right tools, anyone can make meaningful contributions in any field. I’m excited to share the results of my research with you through daily reports, blending fundamental analysis with a constant drive for improvement.