About Fundamentally Sound
Welcome to Fundamentally Sound!
Who is Manu Invests?
I hold a degree in Economics and Finance and spent nearly a decade working in the industry. Today, I serve as the Executive Director of a non-profit.
I started this publication because I believe high-level investment research should be accessible to everyone. Whether it’s a deep dive into Uber's autonomous vehicle strategy or an analysis of Meta’s unit economics, my goal is to walk you through my process - from financial statement analysis to valuation.
Quality and Fundamental investment insights.
Breaking down financial statements & simplifying complex concepts.
Fundamentally Sound is a community dedicated to fundamental analysis and the discipline of investor temperament. Here we focus on breaking down financial statements, identifying market disconnects, and "leaning into the red" when the underlying thesis remains intact.
In 2025 my portfolio returned 31.87% in 2025 compared to the S&P500’s 16.39%, delivering a 15.48% outperformance.
Join me and learn as I share my investing process.
What You Get If You Subscribe
Free Subscribers receive occasional deep dives, fundamental educational lessons, market memos and high-level summaries of my research.
Paid Subscribers ($5.99/mo or $59.99/yr) – Increasing Feb 1st):
As a paid subscriber you will receive:
The Portfolio: Full access to my holdings, weightings, and cost basis.
Real-Time Trade Alerts: You see my investment decisions as they happen, including the rationale, via subscriber chat and email notifications.
Valuation Tools Library: Downloadable access to the exact Excel models, portfolio trackers, and valuation spreadsheets I use for my research.
The Research Journal: “Look over my shoulder” as I research new ideas - less formal research notes.
In-Depth Deep Dives: In-depth company analysis and earnings reviews.
Subscriber Chat: Direct access for Q&A and real-time community insights.
and more!
⚠️ Price Change Alert: On February 1, 2026, our rates move to $9.99/mo or $99.99/yr. All current and new subscribers who join before then will be locked in at the $5.99 rate forever.
Founding Supporter (Voluntary Support)
Support the Mission. I’ve added a Founding Supporter tier for those who wish to support the work at a deeper level. There are no “extra” posts behind this tier -everything I write is available to all paid subscribers.
Choosing this level is a voluntary “pay-it-forward” model. It helps me cover the cost of data tools and ensures that Fundamentally Sound remains accessible and affordable for the entire community. If this research has helped you to build conviction, identify new opportunities, or better understand the market, this is a way to help keep high-quality research available to all investors.
What readers are saying
You always have strong conviction that is based on thorough research of high quality stocks and your performance speaks for itself."
Paid Subscriber
“I need to assemble a portfolio of fundamentally sound companies and learn how to analyze them... your methods are great to learn-by-example. Good value for the price.”
Paid Subscriber
Why “Fundamentally Sound”?
Investing is about more than green or red days. It’s about the discipline to follow a set of rules when everyone else is breaking theirs.
Whether you’re just starting your journey or an experienced investor, I’m glad you’re here and appreciate your support.
- Manu
The charts I use are from Fiscal.ai - the best all-in-one platform for investment research, financial data, charts and custom KPIs!
Use my LINK and get 15% off any premium plan: Click here for 15% off
Disclaimer: The content shared on Fundamentally Sound is for informational and educational purposes only and should not be considered financial advice. Please do your own research before making any investment decisions.
You can read the full disclaimer here.
