Ciao! I’m Ottavi.

Ciao! I’m Ottavi.

I’ve worked on the buy-side for a decade and a half—most of it investing in later-stage private and publicly traded companies.

My investing style is rooted in fundamentals. I believe a company’s value ultimately comes down to its long-term free cash flow per share. I get most interested in opportunities where I feel the market has incorrectly valued a company’s free cash flow generation, and I gravitate toward situations where change creates confusion about these long-term prospects.

I started Ottavi to create an “investing journal” of sorts—a living record of my thoughts, ideas, and random musings. By doing so, I hope to foster constructive dialogue, continue learning, and perhaps help others along the way. The purpose isn’t to advise anyone on how to invest, but to share situations and frameworks I find interesting, which may help inform their own opinions.

Ottavi will be my research process deconstructed. It will include long-form industry primers, idiosyncratic situations, ad hoc company or sector updates, and more. Some posts may not make sense in isolation, but hopefully over time, a mosaic forms that displays how I think and invest.