Welcome to Oakheart Research. I deconstruct interesting companies on the public market.
As a long term investor, I find the most difficult part of investing isn’t picking great companies, but holding onto them through volatility.
The only way that’s possible is if you do your own research and have clear conviction about the company’s intrinsic value.
Here, I write about my investment research findings. I hope this site can overtime become a resource you rely on in your investment journey.
Creator of Oakheart Research
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Hi, I’m Yilun (pronounced like elon). I’m the creator of Oakheart Research, where I write about interesting public companies and my own investment thesis.
I hope through this site, I can build a thoughtful community of long term investors to share and stress test ideas. If you have similar thoughts, would love to hear from you.