Principle 1: The Five Pillars of Sustainable Investment Victory
Principle 2: Victory Is Secured Before Capital Is Deployed
Principle 3: Speed with Discipline Outperforms Elegant Delay
Principle 4: Winning Without Confrontation
Principle 5: Know the Market. Know Your Edge
Principle 6: Prepare to Be Invincible Before Engaging Opportunities
Principle 7: Strengthen Your Position Even After Success
Principle 8: Invest Only Where Victory Is Assured
Principle 9: Avoid Peak Momentum. Act When Pressure Fades
Our Investment Principles
Million Leaf’s investment approach is guided by 13 strategic principles that emphasize discipline, risk management, and long-term value creation.
These principles ensure our capital is deployed where structural advantages exist, downside is controlled, and outcomes are probabilistically favorable.
Analysis Tools
Our proprietary tools focus on valuation, market conditions, and risk management to support consistent, bias-aware decision-making.
Intrinsic Value Calculator
A stock valuation Calculator that uses proven and science-based valuation methods to automatically estimate the intrinsic value of stocks
Financial Ratio Analysis
A quantitative technique used to assess a company's liquidity, operational efficiency, and profitability by examining its financial statements
Fear and Greed Index
The Fear and Greed Index utilizes various metrics to gauge the overall sentiment of the stock and crypto market.
Intelligence Analysis
Our Intelligence Analysis focuses on continuous monitoring of a select group of high-quality businesses within the Million Leaf Investment Universe.
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Adobe Inc. (ADBE): Wide-Moat Software Under AI Disruption Pressure, but the Evidence Still Points to Mispricing Rather Than Moat Collapse
Adobe’s stock is pricing in serious AI disruption risk, but current financial evidence still shows a highly profitable, cash-generative wide-moat business. The key question is whether AI weakens Adobe’s workflow control or strengthens it.
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Adobe Inc. (ADBE) Intelligence Update: AI Disruption Risk, Creative Cloud Moat and Margin of Safety
At a current market price of $204.02, Adobe is no longer priced as a stable software compounder.
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AbbVie Inc. (ABBV) : Admission to the Million Leaf Investment Universe
AbbVie Inc. has been formally admitted into the Million Leaf Investment Universe following a comprehensive qualitative and quantitative assessment conducted under our investment framework.
“
Investment is not about prediction, but about making rational decisions under uncertainty.”
Adam Leong
Chief Investment Officer, Million Leaf
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