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.

1. Not Financial Advice

Fundamentally Sound is an educational research publication. All content, including articles, Excel models, and portfolio trackers, represents the personal opinions of the author. I am not a licensed financial advisor, investment builder, or tax professional. Nothing here should be construed as an offer to buy or sell securities.

2. Investment Risks

All investments involve risk, including the loss of principal. Past performance is not indicative of future results. Markets are volatile, and the “yardstick” for valuation is always moving. Always perform your own due diligence (DYOR) and consult a professional before making financial decisions.

3. Disclosure of Material Connections (Affiliates)

To support the research, this publication uses affiliate links (including but not limited to Fiscal.ai). If you click a link and sign up, I may receive a commission at no additional cost to you. I only recommend tools I personally use in my research process.

4. Conflict of Interest & Personal Holdings

The author(s) of Fundamentally Sound may hold long or short positions in the securities discussed at the time of publication. These positions may change at any time without notice. My goal is transparency.

5. Accuracy of Information

While I strive for 100% accuracy in my valuation models and data, information is sourced from third parties (e.g., 10-Ks, data terminals) and is provided “as-is.” I am not liable for any errors, omissions, or losses resulting from the use of this data.