Since our 2021 thesis, Envela returned over 220%. This is remarkable because the company is in a defensive sector (and correlated with precious metals): luxury consumer goods. In March 2023, Arham reviewed the fundamentals of the company in great detail, outlining why the thesis worked and why we believed it would continue working (video linked to the left). It is an extraordinary security analysis case study.

Arham Khan received the wonderful distinction of a spotlight on Edwin Dorsey's (The Bear Cave) Idea Brunch. In an extensive interview (October 2025), Arham articulates our investment philosophy and rigorous due diligence process. Many thanks to Edwin for having us on his esteemed newsletter.
Managing Partner Arham Khan joins Maj Soueidan and Bobby Kraft's Avoiding the Crowd podcast. The trio discuss Arham's background and quickly analyze several of Arham's selections/companies. Aired June 2021.
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