Welcome!
Welcome to Kroker Equity Research – Your Trusted Source for Fundamental Investment Insight
Hello, I’m Bernhard – founder and lead analyst at Kroker Equity Research, your dedicated Substack hub for high-quality, independent equity research.
Are you looking to build long-term wealth through intelligent, fundamentals-driven investing? Do you want to cut through the noise of market speculation and focus on what truly matters? Then you’ve come to the right place.
At Kroker Equity Research, we specialize in the principles of Value Investing, drawing inspiration from the time-tested philosophies of Warren Buffett and Charlie Munger. Our mission is to uncover high-quality businesses trading below their intrinsic value—and to empower you with the insight to invest with conviction.
What We Offer:
🔍 Comprehensive Company Analyses
We take a deep dive into business models, competitive advantages, financial health, and industry dynamics to identify sustainable value.
📊 Rigorous, Transparent Research
We base our work on primary sources like annual reports, investor presentations, and earnings calls—backed by clear, well-documented reasoning.
🏢 Focus on Understandable Businesses
We invest in what we can explain—companies with transparent operations and products we understand and trust.
💰 Valuation Discipline
Our approach combines DCF models, excess returns analysis, and scenario planning to determine intrinsic value and margin of safety.
Why Subscribe?
✅ Actionable Investment Ideas
Get access to well-researched opportunities that align with long-term, risk-conscious investing.
✅ A Community of Value Investors
Join a growing network of like-minded individuals who believe in independent thinking and sound financial judgment.
✅ Path to Financial Independence
Learn how to build a portfolio rooted in logic, patience, and the power of compounding.
Whether you're a seasoned investor or just beginning your journey, Kroker Equity Research offers the clarity, consistency, and conviction you need to navigate the markets with confidence.
Subscribe today—and let’s uncover real value together.
Disclaimer: The content shared on this Substack is purely for informational purposes and reflects my personal views and opinions. It should not be construed as investment advice. Every reader should conduct their own research and consult with a professional financial advisor before making any investment decisions. I am merely sharing my perspective, and I cannot be held liable for any investment actions taken based on the content presented here.
Legal Notice
Kroker Equity Research
Gutleutstraße 135, 60327 Frankfurt am Main, Germany
Represented by:
Bernhard Kroker
Responsible for Content:
Bernhard Kroker
This Legal Notice complies with the German laws under § 5 TMG and § 55 RStV.
Liability for Content
The contents of our website have been created with the greatest possible care. However, we cannot guarantee the contents' accuracy, completeness, or topicality. According to Section 7, paragraph 1 of the TMG (Telemediengesetz - German Telemedia Act), we as service providers are liable for our content on these pages by general laws. However, according to Sections 8 to 10 of the TMG, we service providers are not obliged to monitor external information transmitted or stored or investigate circumstances pointing to illegal activity. Obligations to remove or block the use of information under general laws remain unaffected. However, a liability in this regard is only possible from the moment of knowledge of a specific infringement. Upon notification of such violations, we will remove the content immediately.
Liability for Links
Our website contains links to external websites, over whose contents we have no control. Therefore, we cannot accept any liability for these external contents. The respective provider or operator of the websites is always responsible for the contents of the linked pages. The linked pages were checked for possible legal violations at the time of linking. Illegal contents were not identified at the time of linking. However, permanent monitoring of the contents of the linked pages is not reasonable without specific indications of a violation. Upon notification of violations, we will remove such links immediately.
Copyright
The contents and works on these pages created by the site operator are subject to German copyright law. The duplication, processing, distribution, and any kind of utilization outside the limits of copyright require the written consent of the respective author or creator. Downloads and copies of these pages are only permitted for private, non-commercial use. In so far as the contents on this site were not created by the operator, the copyrights of third parties are respected. In particular, third-party content is marked as such. Should you become aware of a copyright infringement, please inform us accordingly. Upon notification of violations, we will remove such contents immediately.
