About

Ildar Davletshin, CFA

Founder of Hidden Value Gems

  • Published 1,000+ research reports and analyst notes

  • Covered 100+ public companies

  • Helped corporates to raise over $1.5 billion through IPOs and private placements

  • Provided financial advice to investors with a wide range of portfolio strategies (Value, Growth, Long/Short, Natural resources, EM, Market neutral)

  • 'Skin in the game', I put my money where my mouth is

Ildar Davletshin, CFA

Founder of Hidden Value Gems

  • Published 1,000+ research reports and analyst notes

  • Covered 100+ public companies

  • Helped corporates to raise over $1.5 billion through IPOs and private placements

  • Provided financial advice to investors with a wide range of portfolio strategies (Value, Growth, Long/Short, Natural resources, EM, Market neutral)

  • 'Skin in the game', I put my money where my mouth is

My principles of successful investing

1. A stock is an interest in a business.

2. The long-term results of your investment are driven by the underlying performance of the business, not the changes in market sentiment.

3. You do not need to make too many decisions to achieve good results.
For me, the best opportunities are among high-quality businesses with sustainable competitive advantages, run by great managers and sold at reasonable prices. I avoid companies whose business model I don't understand and especially leveraged companies with thin margins.

You can explore my investment principles here.

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