Investment Office
Columbia Model — Quality Growth
Risk comes from not knowing what you're doing. — Warren Buffett

Fundamental value analysis
under the Columbia framework

Compounding wealth through disciplined capital allocation in businesses of exceptional economic quality.

Sectors · Superinvestors
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Screen sectors and track quality-value smart money.
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Covered Universe
Analyze
Columbia models with live IRR and margin of safety.
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Portfolio
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Positions, P&L, and allocation. Live prices.
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Companies — FY2025
BKNG
Conditional
Booking Holdings · NASDAQ · Travel Services
19.7%
Implied IRR
1.70×
Price / EPV
+7.7pp
MoS IRR
99.9%
ROIC FY25
8.61%
WACC
6.0/10
Munger Score
Reviewed 09-Mar-2026 Open dashboard →
SAP
Pass / Overvalued
SAP SE · NYSE ADR / XETRA · Enterprise Software
4.6%
Implied IRR
2.06×
Price / EPV
−7.4pp
MoS IRR
24.8%
ROIC 3yr
7.91%
WACC
—
Munger Score
Reviewed 27-Mar-2026 Open dashboard →
LULU
Conditional
Lululemon Athletica · NASDAQ · Apparel & Athleisure
46.6%
Implied IRR
0.97×
Price / EPV
+34.6pp
MoS IRR
35.2%
ROIC FY25
10.24%
WACC
Cond.
Munger
Reviewed 03-May-2026 Open dashboard →
MSFT
Conditional
Microsoft Corporation · NASDAQ · Software & Cloud
17.6%
Implied IRR
3.05×
Price / EPV
+5.6pp
MoS IRR
39.9%
ROIC FY25
8.94%
WACC
Cond.
Munger
Reviewed 05-May-2026 Open dashboard →
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