Beyond the newsletter
Work with me
Through Where Is My Moat?, I now also work directly with individuals and companies who want a sharper perspective on markets, public companies, competitive advantage, portfolio thinking, and long-term value creation.
Certified investment consultant
In addition to my work in strategy and business analysis, I am a certified investment consultant under Romania’s financial market framework, supervised by The Financial Supervisory Authority (ASF - Autoritatea de Supraveghere Financiară) - with no. 254361 from 17.03.2026
My work combines:
- A proven successful track record
- Deep business model analysis
- Moat and competitive positioning
- Capital markets thinking
- A structured investment lens
How would you like to work together?
You are looking for personal support
You are working on behalf of a company
Personal advisory
I work with private clients who want serious, thoughtful, high-signal conversations about investing.
The WIMM Advantage
This is for you if you want:
- Better clarity on a company, sector, or theme
- A more structured investment process
- An external perspective on your portfolio thinking
- Or a recurring sounding board for important investment decisions
What we can cover
Our work together can include topics such as:
- Individual stock ideas
- Portfolio construction discussions
- Investment thesis testing
- Moat analysis and competitive advantage
- Valuation thinking
- Management quality and capital allocation
- Sector deep dives
- AI-related opportunities and risks
- Long-term structural themes
- Decision-making discipline and process improvement
Personal advisory offer
One-Off Advisory Session
€400 / 1.5 h
A focused 1:1 advisory session built around your questions, priorities, and investment interests.
What you get:
- 1.5 h private session (on Zoom)
- Discussion tailored to your portfolio, watchlist, or investment questions
- Analysis through the lens of business quality, moat durability, management, industry structure, capital allocation, and long-term risk/reward
- Practical takeaways and next steps for your own decision-making
Best for:
- Investors analyzing a stock, sector, or thesis
- Professionals who want a second perspective before a major allocation decision
- Readers of Where Is My Moat? who want to go deeper than written analysis
Monthly Advisory Subscription
€200 / month
A recurring format for clients who want regular access and ongoing discussions.
What’s included:
- 1 private 60-minute session per month (on Zoom)
- Priority scheduling
- The option to send topics in advance so the discussion is highly focused
- Continuity from one session to the next
Best for:
- Investors who want a disciplined monthly check-in
- Clients building a longer-term portfolio process
- People who prefer recurring access rather than booking one session at a time
Flexible Ongoing Format
Some clients prefer a different rhythm.
We can also work:
On demand, whenever needed;
Quarterly, for bigger-picture portfolio and market reviews;
Or in a custom format, depending on your needs.
The structure is flexible. The objective stays the same: helping you think more clearly, more rigorously, and more confidently.
Organizational collaboration
I also work with companies, private banks, wealth platforms, client communities, and professional organizations that want to offer access to high-quality investment and market discussions as part of their value proposition.
The WIMM Advantage
This can be offered as a benefit to:
- Employees (i.e., access to a certified investment consultant)
- Clients
- Premium members
- Executives
- Etc
What we can cover
Formats may include:
- Private advisory sessions
- Client education sessions
- Market briefings
- Investment-themed presentations
- Strategy and market workshops
- Recurring expert sessions for premium client programs
Organizational collaboration offer
Because company needs differ widely, the structure, frequency, and commercial terms are discussed on a case-by-case basis. For company partnerships, bespoke engagements, or white-label collaborations, please contact me.
Contact
To inquire about working together, please write me at: [email protected] and include a few lines on:
- Who you are
- What you would like to discuss
- And whether you are interested in a one-off session, a monthly subscription, or a company collaboration
Important note:
All engagements are discussed and delivered in accordance with the applicable legal and regulatory framework.
Where relevant, advisory interactions may require additional details regarding client objectives, investment horizon, or risk profile, depending on the nature of the discussion and the scope of the engagement.
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