A Value Investing Framework for Muslim Investors

Barakah Investor - Beyond GAAP: Unmasking True Profitability

Barakah Investor - Beyond GAAP: Unmasking True Profitability

Barakah Investor - Beyond GAAP: Unmasking True ProfitabilityRizal M
Published on: 14/07/2026

Like a discerning scholar, I urge you, my fellow investors, to look beyond the mere 'net income' reported by companies and instead seek the 'owner earnings' – the true measure of...

Reading an Annual Report — 90 Minutes, 5 Sections, One Killer Footnote

Reading an Annual Report — 90 Minutes, 5 Sections, One Killer Footnote

Reading an Annual Report — 90 Minutes, 5 Sections, One Killer FootnoteRizal M
Published on: 07/07/2026

The 5 sections worth reading, the 3 you can skip, and the one footnote that quietly tells you whether the CEO is being straight with shareholders.

Building Conviction — How to Actually Know a Halal Business

Building Conviction — How to Actually Know a Halal Business

Building Conviction — How to Actually Know a Halal BusinessRizal M
Published on: 23/06/2026

Conviction is not confidence. A four-stage stack to turn a ticker into a business you can defend at 7%.

Position Sizing — How Conviction Sets the Size

Position Sizing — How Conviction Sets the Size

Position Sizing — How Conviction Sets the SizeRizal M
Published on: 16/06/2026

The framework that sits between under-sizing on conviction and over-sizing without confirmation. Three tiers, one worked example.

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