Investor Letter
The Margin of Safety
12 min read
Build Wealth
Through
Intelligent Investing
Private 1:1 Mentorship for
Serious Investors
The Kenshi Method
A four-part discipline
for serious investors.
Not a system. Not a formula. A way of approaching every investment decision with rigour, patience, and clarity.
Think
Before any analysis begins, Kenshi establishes the right questions. Most investment errors originate not in the numbers but in what the investor chose not to ask.
Research
Disciplined, first-principles research into the business, the industry, and the competitive position. Reading the original sources — not the summaries.
Decide
A rigorous valuation, an honest assessment of risk, and a decision made within a written process. Not on instinct. Not on urgency.
Compound
Patience is not passive. The Kenshi investor reviews, refines, and compounds — both their capital and their understanding of what they own.
Private Mentorship
One person.
One process.
One mentor.
No cohorts. No group classes. No mass webinars. Every engagement is private and one-to-one.
- Format
- Private, one-to-one mentorship
- Pace
- Set entirely by the individual
- Access
- By written application only
- Cohort size
- No cohorts. No groups.
- Advice
- None. Education only.
Programmes
Six disciplines.
One destination.
A considered path from reading price and businesses to developing independent judgement.
Technical Analysis
The Language of Price
Fundamental Analysis
Reading the Business
Value Investing
Price vs. Worth
Investor Psychology
The Inner Game
The Complete Investor
Integration & Judgement
Investing Mastery
Independence & Legacy
Every programme is private, one-to-one, and paced around the individual.
Explore all programmesResearch
Ideas worth
your time.
Investor letters, mental models, research notes, and annual-report analysis for thoughtful independent investors.
Explore InsightsMental Models
A Framework for Better Decisions
9 min read
Research Notes
Compounding the Right Wonder
11 min read
The KENSHI Research Desk
Visit the archiveOutcomes
What changes is not your portfolio. It is your thinking.
Kenshi does not promise returns. It cannot — and any institution that does is not educating you; it is selling you something else. What we can offer is a demonstrable shift in how you approach a business, a price, and a decision.
14+
Years in markets
The founder's active investment experience underpins every programme.
200+
Individuals mentored
Professionals, business owners, and serious private investors.
6
Distinct programmes
From foundational analysis to bespoke mastery engagements.
About
Built for people
who want to own
their decisions.
Kenshi was founded on a single observation: most investment education creates dependency. It offers signals, alerts, and tips — but never the underlying literacy to generate them. When the instruction ends, the investor remains unchanged.
The founder spent over a decade studying markets and building positions — including losing money in the ways that teach. What emerged was not a system or a strategy, but a set of first principles for thinking about capital, risk, and time that could survive any market condition.
Kenshi exists to transmit that literacy. Not to a crowd — but one serious, committed person at a time.
Apply to Kenshi
Applications
The market will always be uncertain. Your thinking does not have to be.
Kenshi accepts a small number of individuals each quarter. There is no automated enrolment. Every application is reviewed personally, and every engagement begins with a conversation about where you are and where you intend to go.
01
Apply
A short written application. We want to understand your thinking — not your background.
02
Conversation
A private introductory session with the founder to discuss your goals and assess fit.
03
Engagement
Begin your programme at your pace. Structured sessions, reading, and private mentorship.
Apply to Kenshi
Every application is reviewed personally