Hi, I’m Gary.
I studied Computer Science and Economics at MIT and have spent 25+ years as a professional value investor. I run Silver Ring Value Partners and teach value investing at Babson College.
I write for serious, long-term investors who want to improve their investment process.
Here you’ll find investing case studies, mental models from behavioral finance, and practical AI workflows I’ve built and tested in my own investing. My goal is to help you find and research better ideas, challenge your assumptions, and save time.
New here · Considering paid · Already paid
New here?
Read The 7 Questions That Changed My Investing. See the questions I use to evaluate new ideas and revisit existing holdings.
Try the free Mental Model Scorecard. Apply the questions to a company you know well. It runs in your browser, with no account or installation.
Build a Company Overview Deck. Use my free Claude Skill to get a sourced company overview and identify where to research next. Requires a compatible paid Claude plan; setup instructions are in the article.
“I’m an AI neophyte, and next to Gary, several rungs below that - his tools have still made me meaningfully better at research. The company deck especially: a crisp summary of the business, its strengths and challenges, and a genuinely useful map of where to dig. It’s part of every name I look at now. Highly recommend.”
Patrick Brennan, CFA
Founder/Portfolio Manager, Brennan Asset Management, LLC
Free subscribers receive investing essays, selected AI workflow demonstrations, and the Value Investing Seminar.
Considering paid membership?
Paid membership gives you AI-enhanced workflows and tools you can use repeatedly in your own research:
Find and research candidates more efficiently. Special situations, competitor research, and proxy-analysis workflows, with downloadable Claude Skills and guides.
Challenge your investment thesis. Devil’s Advocate builds a sourced bear case to check against your own work.
Keep a record of your judgment. Full Scorecard access lets you customize questions, save assessments, and compare them over time.
Learn from investment mistakes. All 22 Investment Autopsy case studies, with an index organized by the lesson each one illustrates.
At least 1 new workflow, tool, or deep piece each month.
“The best part of the tool is now that I took the time to put these ideas on paper, I can reference these thoughts and opinions in real time as the thesis plays out and businesses execute.”
Dalton Willett
Equity Analyst, on the Mental Model Scorecard
Choose your membership
Annual: $499/year. Everything above, plus Full PULSE and recorded office hours twice a year. PULSE is an Excel workbook that uses Bloomberg data to give you a quick financial overview of a company.
Monthly: $99/month. The standard workflows, downloads, full Scorecard, and case studies.
Founding: $999/year. Same access as Annual, with additional voluntary support.
30-day Annual guarantee: Run 1 workflow from beginning to end. If it falls short, email me within 30 days of your first Annual purchase, explaining where it fell short, for a full refund. Once per member.
Claude Skills require a compatible paid Claude plan. Full PULSE requires desktop Excel, Bloomberg, and the Bloomberg Excel add-in. Those services are separate from membership.
Already a paid subscriber?
Choose the job in front of you:
The Toolkit: Find a workflow for your current stage of the investing process.
Downloads: Get the files and operating guides in your web browser.
Mental Model Scorecard: Sign in with your Substack email to save and revisit your assessments.
Complimentary members: access your downloads here.
Questions about access? Email me from the address you use for your subscription.
Behavioral Value Investor is my personal educational publication, separate from Silver Ring Value Partners. AI can make mistakes; verify material claims. This is not investment advice, stock recommendations, or coverage of Silver Ring’s current holdings. Membership terms and limitations.