Fountainhead Investing
- Objective Analysis: Research On High Quality Companies With Sustainable Moats
- Tech Focused: 60% Allocated To AI, Semiconductors, Technology
5 Star Tech Analyst Focused On Excellent Companies With Sustainable Moats
Notable Wins From The Fountainhead Portfolio
- 75% of our stock picks had positive returns
- We sold and trimmed several positions in 2024, taking 77% in realized gains, taking advantage of frothy conditions and elevated multiples.
- In 2024, we had 6 positions with returns over 100%, comprising 49% of the portfolio.
- The Fountainhead portfolio had a 60% allocation to AI, and Technology in 2024
- Our first article on Nvidia was published in Seeking Alpha at a split-adjusted price of $11.58 in Oct 2022. Two other Nvidia buy recommendations have been published on Seeking Alpha in March 2023 and July 2023, at $23.60 and $43.75 respectively. Our WhatsApp group members received trade alerts on Nvidia on several occasions in 2024, the last one at $104 in July 2024
The Fountainhead Portfolio has cumulative returns of 77%, since October 2022.
What We Do
Investment Strategy
Long-Term, Growth, GARP (Growth At A Reasonable Price)
Superior Due Diligence
Deep dives on industry and company research on disruptive technology stocks.
Clarity
Jargon free language everyone can easily understand to make rational decisions
Objective Analysis and Trades
A rules based approach
Professional Experience
Over 30 years of portfolio management experience
Education
Rice University – MBA, Finance and Marketing
Fountainhead
Fountainhead Investing, is one of the best tech-focused investment websites in the USA. We are laser-focused on giving investors excellent insights into the world of artificial intelligence, semiconductors, technology, cybersecurity, and other growth sectors.
Our team is led by Fountainhead, a financial analyst and portfolio manager for over 30 years, with a 5 Star tipranks rating in the top 3%.
We love to find great, undervalued, best-in-class companies using the same fundamental analysis and strategies used by Warren Buffett and Peter Lynch.