Why I went quiet for 2.5 years (and why I’m shutting down the Score)
It’s been over 800 days since my last email.
I know going dark for 2.5 years is basically a death sentence in the newsletter world, but I stayed quiet for a reason. Around 2.5 years ago, the post-COVID bull run took off, and suddenly everyone was a “multibagger hunter.” Twitter and Telegram were just flooded with noise.
Then AI hit. And honestly, at first, it just made things worse. It let content farms pump out surface-level financial “analysis” on steroids. The noise didn’t just double; it went 100x. I didn’t want to just add to the pile, so I stepped back.
I spent the time resetting. I went back to basics—owner-oriented value investing. The Buffett and Munger philosophy. I realized that beating the noise didn’t mean writing more; it meant researching better.
From Scores to Deep Dives
This brings me to a tough choice: I’m officially shutting down fundamentalanalysisscore.in.
I was proud of building that tool, but I’ve realized investing just can’t be boiled down to a single automated number. A score can tell you if a stock looks cheap on paper, but it can’t tell you if management is honest, if the moat is actually widening, or if the “growth” is just a capital-allocation trap.
You don’t need another scorecard. You need a thesis.
Budget Tiger 2.0
So, I’m restarting this newsletter with a different approach. I finally figured out how to make AI actually work for us, rather than just using it to generate more noise.
I’m using deep research agents to do the brutal grunt work:
Scanning 5,000+ pages of annual reports and exchange filings.
Flagging sketchy promoter pledging and related-party transactions buried in the footnotes.
Filtering out the daily price-action hype.
The AI finds the raw data. I provide the judgment. Think of it like having a machine read the entire library, so I can just tell you which books actually matter.
What to expect starting next week:
You’ll get one email a week from me. It will cover:
The Event: One trending topic, stripped of the hype.
The Noise: What the AI hype-filter caught (and why to ignore it).
The Signal: The fundamental truth about the cash flows and moats.
The Verdict: A qualitative deep dive, not a quantitative score.
We’re sticking to our roots: demanding a margin of safety and waiting patiently for the fat pitch.
If you’re just looking for automated scores or hot tips, you’ll probably want to hit unsubscribe. No hard feelings at all.
But if you want to really understand businesses, filter out the madness, and compound your wisdom... welcome back.
Join the Hunt.
The market is noisy. Your inbox shouldn’t be.
By subscribing to Budget Tiger, you’re making a commitment to rational, owner-oriented investing. Here is my commitment to you:
One email a week: Delivered every Sunday at 8 AM.
100% Signal: Deep research powered by AI, vetted by human judgment. No spam, no filler.
Always Free.
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Welcome back, hope everything is good on your side
Thank you for returning with a new edge. Eagerly awaiting for your next newsletter.