Tran Partnership, LLC seeks undervalued opportunities selling at considerable discounts to their intrinsic value.
At Tran Partnership LLC, a business analysis is conducted from the company level up. Rigor and discipline are used in order to avoid paying too high a price for stocks and getting caught in a buying frenzy. The same discipline is used in sell decisions, and would normally occur when investors have bid up a business past the point of underlying business value.
The focus of Tran Partnership LLC is exceptional research, and the relentless search for great ideas that generate a reasonable return with less risk than most other investment opportunities. At Tran Partnership, we define risk as a permanent loss of capital, not by market fluctuations, and we base our buying decisions on what a business is worth, not on whether we believe the market will increase or decrease in the near future.