About Kairos Research
Welcome to Kairos.
I generate investment ideas.
What I’m looking for
My philosophy is largely influenced by value investors such as Warren Buffett, Bill Miller, Mohnish Pabrai, John Huber and various others. I am concerned with the fundamentals of the businesses I discuss, not the technicals.
I tend to cover more industrials but I have covered others as I have broadened my circle of competence. I like the industrials sector because;
It’s large and diverse.