Candestra is a value-oriented investment research project founded and led by Dimitrios Paolo. We follow a value-oriented philosophy, seeking complexity that is mispriced or misunderstood. Where conviction is high and inefficiency is clear, we size significantly. Because true opportunities are rare, we operate with a long-term time horizon and a willingness to remain inactive when nothing meets our standards.
At this stage Candestra exists primarily as a body of independent research, personal capital allocation and written publications. It is not an authorised investment fund and does not accept external capital.
Research & Publications
Selected write-ups and deep dives. All pieces are freely available as PDFs.
Contact
For any inquiries regarding the research, collaborations, or future projects, please email info@candestra.com.
Investor Letters
There are no letters to display at this moment; however, partners will find any and all future letters in this area once regular Candestra letters are published.
Stay Ahead
Occasional market commentary and new publication alerts, written personally by Dimitrios Paolo.
Emails are infrequent and focused on substance. You can unsubscribe at any time.