Investing with Reason: How Engineering Led Me to Value Investing
Value investing is more than a financial strategy - it’s a mindset. Built on logic, patience, and discipline, it turns uncertainty into opportunity and time into an ally.
About five years ago, I started searching for a way to make my money work for me. I wasn’t chasing luck or quick wins - I wanted something real, something understandable, testable, and improving over time. My job had me moving from city to city, which made starting a physical business impossible. Coming from an engineering background, the idea of leaving results to luck or emotion never made sense to me, I sought a process that I could understand, control, continuously improve, and, most importantly, scale.
That mindset led me to value investing - an approach that treats investing as a rational, data-driven process rather than speculation. In simple terms, value investing means buying strong, understandable businesses for less than their true worth. Instead of following market trends or short-term hype, value investors focus on intrinsic value - what a company is really worth based on its ability to generate profits over time.
While you can’t eliminate risk, you can minimize it by focusing on quality and price discipline. It’s similar to how an engineer approaches building a system: start with simple, tested components, connect them through reliable and efficient units, and end up with a design that’s both functional and elegant.
Over the years, I’ve learned that value investing isn’t about finding the cheapest stock on the screen - it’s about finding a great business that the market has temporarily mispriced. It’s about patience, logic, and letting compounding work in your favor.
In today’s fast-paced market, where headlines and algorithms often dictate what investors buy and sell, sticking to value principles requires discipline. But it also gives you something rare: a clear sense of direction and peace of mind. You know why you own something, and you’re not easily shaken by short-term price moves.
That’s what value investing really means today - it’s not just a financial strategy; it’s a mindset built on reason, patience, and long-term thinking.
Part Two is on its way - stay tuned!