About Us
The Full Story
​The genesis of Long River Holding LLC began not in a boardroom, but in the collaborative environment of a Master's program, where a shared vision united three distinct yet complementary professionals. Each brought a wealth of experience – from meticulously managing investment portfolios within dynamic financial markets to architecting complex analytics strategies at leading tech firms, and even the entrepreneurial grit of successfully building and scaling small businesses for profit. What truly bound them together, however, was a profound belief: that the often-exclusive world of wealth management should be both affordable and accessible to everyone. Fueled by this collective ambition and a deep passion for changing the financial landscape, they combined their extensive backgrounds in the financial services, technology, and consulting industries. It was during these formative academic years that the blueprint for Long River Holding LLC was drawn, aiming to democratize sophisticated financial insights and services for a broader audience, driven by the collective desire to make a tangible, positive impact on individual and collective prosperity.
Our Investing Philosophy
When evaluating companies for our portfolio, we take a page right out of the Warren Buffett and Charlie Munger playbook: we're not interested in "get-rich-quick" schemes or speculating on short-term market noise. Instead, we are disciplined value investors who view purchasing a stock as buying a piece of a real business and plan to hold it for the long term. We focus on finding wonderful businesses at a fair price, rather than fair businesses at a wonderful price. This means we prioritize an in-depth understanding of a company's core competitive advantage (its "economic moat"), the integrity and competence of its management team, its operational cost efficiency, and its long-term prospects. Our background means we have a strong affinity for the energy sector, but we apply these rigorous qualitative and financial filters universally. Crucially, we love businesses that generate significant free cash flow, maintain a clean balance sheet (low debt, strong liquidity), and reward shareholders with consistent dividends. These metrics serve as practical proof of a company's financial discipline and provide a tangible return while we wait for compounding to work its magic.
Our Investment Process:
Discipline, Value, and the Margin of Safety
Our investment process is built on the core value principle of capital preservation, defining risk as the permanent loss of capital rather than market volatility. To ensure safety, we employ a disciplined valuation methodology, utilizing Discounted Cash Flow (DCF), Free Cash Flow (FCF) multiples, and Sum-of-the-Parts analysis to establish a conservative Intrinsic Value, from which we mandate a minimum 20% Margin of Safety before making any investment. Beyond price, we assess qualitative quality by identifying durable economic moats—such as regulatory hurdles or low-cost basin access, especially in energy—that protect high returns on capital. Crucially, we conduct a rigorous 3-5 year review of management's capital allocation discipline, instantly rejecting companies with excessive debt, aggressive stock buybacks, or irrational mergers and acquisitions, ensuring that capital is being prudently stewarded for long-term shareholder benefit.
Disciplined Portfolio Management Scorecard
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