Vladimir Roko - Value Investor

169% Returns

Since Jan 2023

3 Holdings

Active positions

Value investing • fundamentals-first

VladimirRoko

Value Investor

Research
Educator
Analyst

I provide disciplined, research-backed investment analysis and long-term thinking to help you build lasting wealth through value principles.

My Rules for Simple, Rational Investing (Free eBook)
Long-term horizon
Margin of safety
Data-backed notes

Not investment advice. Educational research only.

About

About Vladimir Roko

Value Investor • Research Notes • Education

7+

Years studying markets

Continuous learning and practice

50+

Research notes

Company deep-dives

100+

Companies reviewed

Across multiple sectors

2.3M+

Content reach

Views across platforms

My Approach
A systematic, process-driven methodology
Circle of competence analysis
Moat assessment & durability
Valuation ranges with targets
Downside risk & margin of safety

What you'll find here

Research notes with frameworks
Watchlist screening criteria
Educational explainers
Story
From speculation to systematic value investing

My investment journey began in 2018 with speculative hydrogen stocks. An early profit felt like genius—until Wirecard's collapse taught me a crucial lesson about the importance of fundamentals, moats, and rigorous research.

That experience redirected me to value investing, studying Buffett and Munger's principles. I developed an approach that blends fundamental analysis with clear, jargon-free explanations.

Today, I focus on identifying undervalued businesses with durable competitive advantages, conducting thorough analysis of financial statements, competitive positioning, and long-term growth potential.

Principles I follow

  • •Process over predictions
  • •Base rates and probabilistic thinking
  • •Margin of safety first
  • •Continuous learning and post-mortems
Download investment checklist (PDF)

Capabilities

Fundamental analysis
Data analysis & modeling
Writing & education
Visual explanations
Tool building
Public speaking

Journey

education
2018

Value Investing Journey

Began studying Buffett's principles and methodologies

achievement
2018

YouTube Channel

Launched platform to share investment research

experience
2019-2025

BSV Sports Coach

Volunteer coach developing leadership and mentorship skills

experience
2020

Hanseredner Club

Joined public speaking club to enhance communication

education
2023

High School Diploma

Completed in Hamburg with focus on economics and mathematics

work
2024-Present

Union Investment

Working student in Data Management

education
2024-Present

University of Hamburg

Studying Economics to build theoretical foundation

Operating principle

Investing is not a fools game like gambling, its more like sports where enough preparation and consistency can lead to consistent long-term success.

— Vladimir Roko

Investment Philosophy

Long-term horizon

I invest with a 10+ year time horizon, allowing businesses time to execute strategies and compound value while ignoring short-term noise.

10–15y
Compound
Patience

Business fundamentals

Analysis focuses on ROIC, free cash flow generation, unit economics, and competitive positioning over quarterly earnings.

ROIC
FCF
Unit economics

Margin of safety

Valuations require a significant discount to intrinsic value, creating a buffer against analysis errors and market volatility.

DCF
Downside cases
Discount

Systematic process

Every investment follows a checklist: moat durability, balance sheet risk, management track record, and post-mortem analysis.

Checklists
Post-mortems
Discipline

Disclosure: All content is for educational purposes only and does not constitute investment advice. I may hold positions in securities discussed. Past performance is not indicative of future results. Always conduct your own research and consult with qualified financial advisors before making investment decisions.

What I Do Best

My Expertise

Combining rigorous research, systematic education, and practical tools to deliver value-driven insights

Equity Research
Fundamentals
Valuation
Moat Analysis
Deep-dive fundamental analysis focusing on competitive moats, intrinsic value ranges, key catalysts, and comprehensive risk checklists to identify mispriced securities.
YouTubeYouTubeResearch Papers
Investor Education
Frameworks
Case Studies
Process-Driven
Clear frameworks and real-world case studies that emphasize process over predictions, helping you develop a systematic approach to value investing.
YouTubeYouTubeValueGoValueGo
Financial Tools & Automation
Screeners
Data Pipelines
Dashboards
Custom screeners, data pipelines, analytical dashboards, and reproducible financial models to streamline research and enhance decision quality. Currently building a database that makes it easy to get stock SEC data (in development).
ValueGoValueGo
Visual Storytelling
Charts
Explainers
Research Notes
Clean charts, visual explainers, and compelling graphics that distill complex financial concepts into accessible research notes and educational videos.
YouTubeYouTube
Portfolio

Portfolio

Public view of current holdings and research notes

Last updated: April 17, 2026

3

Holdings

Active positions

50%

Top Position

Concentration

73/100

Avg Quality

Quality score

—

Avg Moat

Moat score

Performance
Value investing is King.

169.88%

My investment results

Method

Value investing

Period

1.01.2023 - 08.01.2026

Holdings

Alibaba Group logo

Alibaba Group

BABA
Technology
Hold
Score: 59.9/100

€81.10

Buying Price: Dec 2022

Allocation

50%

Quality
Fair (56.2)
ROE12.9%
Net Margin13.1%
Moat
Questionable
Read thesis
PayPal Holdings logo

PayPal Holdings

PYPL
Financial Services
Hold
Score: 63.5/100

€50.00

Buying Price: Dec 15, 2025

Allocation

25%

Quality
Good (62.5)
ROE25.8%
Net Margin15.8%
Moat
Questionable
Read thesis
Alphabet Inc. logo

Alphabet Inc.

GOOGL
Technology
Strong Buy
Score: 78.7/100

€132.00

Buying Price: Apr 14, 2025

Allocation

25%

Quality
Excellent (100)
ROE31.8%
Net Margin32.8%
Moat
Wide
Read thesis
Investment Criteria
Typical screening thresholds • Criteria vary by industry
ROE of 15%+ with consistent track record
Debt-to-equity ratio below 0.5
Revenue growth of 10%+ annually (typical)
Net profit margin of 15%+ (typical)
P/E below industry average
Strong, durable competitive moat

Disclosure: This portfolio is for educational purposes only and does not constitute investment advice. Positions may change without notice. Data may be delayed. Always conduct your own research and consult with qualified financial advisors before making investment decisions.

Content

Featured Videos

Research breakdowns, investment frameworks, and educational content

Latest videos

View all
Cracking the Millionaire Code: Warren Buffett's 5 Rules thumbnail
9K+ views

Cracking the Millionaire Code: Warren Buffett's 5 Rules

Understanding the core principles of value investing

Dec 2025

Meta Stock Analysis: Understanding the 21% Surge thumbnail
400+ views

Meta Stock Analysis: Understanding the 21% Surge

A deep dive into Meta's recent market performance

Nov 2025

What readers say

A

Vladimir contributed significantly to my portfolio growth through targeted advice backed by clear fundamental analysis.

Aleksej, Retail Investor · Jan 2026

A

His long-term approach and focus on fundamentals helped me understand key risks and make confident investment decisions.

Anastasia, Finance Student · Dec 2025

Testimonials reflect personal experiences. Educational content only.

Contact

Get in touch

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Email directly

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Connect
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Email

info.rokoinvestment@gmail.com

LinkedIn

vladimir-roko-9213b9208

YouTube

@RokoInvestment

Instagram

@roko_investment

Newsletter
Weekly research notes and analysis
  • •Research notes and case studies
  • •Investment frameworks
  • •Market commentary

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