A company's value is the present value of its future cash flows. Everything else is noise. Tim filters every holding through ROIC + sustainable revenue growth.. the only two numbers that matter for long-term compounders.
Built on Koller's Valuation (McKinsey) and Charlie Munger's mental models. Tim holds 8-9 highest-quality companies for decades, not quarters. The portfolio earns its way in through free cash flow, not momentum.
- FCF Tracker .. monitors 45 stocks across ROIC, revenue growth, beta, and market cap
- Earnings calendar .. deep research triggers automatically near earnings dates (pre-earnings briefs, post-earnings analysis)
- 13F Watch .. tracks Chris Hohn / TCI Fund filings quarterly for conviction overlap
- ROIC + Growth Filter .. every holding and watchlist candidate runs through the same two-variable screen
- Read-only governance .. Tim proposes changes to the portfolio. He never edits it directly. All moves require Simon's approval.
"Show me the ROIC trend over 5 years. If it's declining, we're watching a moat erode."
PORTFOLIO SNAPSHOT — 2026-04-09
Avg ROIC: 34.2%
Avg FCF Margin: 22.8%
Portfolio Beta: 0.91
Holdings: 9
NEWS
- FICO: Q2 earnings in 3 days. Pre-earnings brief posted.
- ANET: Analyst upgrade.. Evercore raises PT to $115. ROIC stable at 28%.
- SE: Southeast Asia GMV +31% YoY. Watching margin expansion.
WATCHLIST ALERTS
- CPRT: ROIC crossed 30% for 3rd consecutive quarter. Candidate for position sizing review.
- HIMS: Revenue growth strong but ROIC still below threshold. Hold on watchlist.
Tim is one of 16 AI advisors in the Strategy Sprints system.
| Advisor | Focus |
|---|---|
| Jay | Strategic alliances, JV partnerships, revenue optimization |
| Edge | Income portfolio.. options premium selling, put spreads, VIX-based sizing |
| Richard | Strategy coherence.. Rumelt's kernel, sprint alignment |
| Boris | Technical advisor.. agent ops, frontier scouting, infrastructure |
| Anthony | Sales execution.. pipeline, prospecting, cold delivery |
This advisor runs as a Claude Code skill inside the Strategy Sprints system.
To discuss how ROIC-driven portfolio analysis fits your investment process: