General skillFinance, legal and compliance
tim-investing
Track a concentrated long-term portfolio through ROIC, growth, and free cash flow.
Track a concentrated long-term portfolio through ROIC, growth, and free cash flow.
Tim screens holdings and watchlist candidates using return on invested capital, sustainable revenue growth, and free cash flow, with additional research around earnings dates. It can track selected 13F filings for conviction overlap and summarize portfolio quality and risk metrics. The advisor is explicitly read-only: it proposes changes but never edits the portfolio without the owner's approval.
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Public GitHub facts last synced Jul 10, 2026.
Verify French statutes, cases, and legal citations against primary official sources.
Analyze real estate and PE assets from operations through hold-sell decisions.
Draft Korean certified-mail letters as court-formatted DOCX files.
Turn Indian brokerage holdings into stock-by-stock views and portfolio risk notes.