TopFunds helps me keep research, valuation notes, and conviction in one place. It is much easier to revisit the thesis and see whether the current price still makes sense.
TopFunds helps to
Discover great businesses
| TF IS FOR | AS OPPOSED TO | |
|---|---|---|
| Participants | Investors | Speculators |
| Time horizon and attitude | Long-term, owner-like attitude | Short-term, buying chips to move around |
| Investable universe | Great and quality businesses | All listed companies |
| Focus | Business fundamentals, understand the business you own | Daily stock price moves |
| Holding period | Forever (ideally) - as long as business performance is good | 1 day |
| Attitude | Get few things right and try to do less | Know everything |
| Community values | Independent thinking, rational discussion and challenged ideas | Non-debatable opinions and herding behaviour |
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Investable universe 1
2 year historical fundamentals
One-pagers
Business Q and A
Instant modelling
Forecasts: averages
Notes
Smart lists
investor start
For beginning investors
Investable universe Pro
5 year historical fundamentals
One-pagers
Business Q and A
Instant modelling
Forecasts: averages, custom
Notes
Smart lists
Tracking assistant
investor essential
Key tools for long-term investors
Investable universe Pro
10 year historical fundamentals
One-pagers
Business Q and A
Instant modelling Pro
Forecasts: averages, custom, analysts
Notes Pro
Smart lists
investor premium
Personal advice and premium features
Investable universe Pro
10 year historical fundamentals
One-pagers
Business Q and A
Instant modelling Pro
Forecasts: averages, custom, analysts
Notes Pro
Tracking assistant
TopFunds is used by individual and professional investors
TopFunds helps me keep research, valuation notes, and conviction in one place. It is much easier to revisit the thesis and see whether the current price still makes sense.
I like how quickly I can move from discovering a company to building a structured long-term view. The product feels designed for investors who want clarity instead of noise.
The biggest value for me is having a repeatable workflow. I can compare businesses, capture the key assumptions behind an investment, and return to those notes when the market changes.
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- Nike is trading at a 52-week low and is actually lower than it was 10 years ago. - Sales have been declining quarter over quarter. - The company is set to be removed from the S&P 500 Index after its market value dropped sharply over the past year. - Negative publicity surrounding its advertising campaigns and turnaround efforts. I.e it all seems like a nightmare for Nike, with the stock price suggesting that the company has completely lost its way.
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