Joseph Noko (pronounced “nookoo”) is an investment analyst, investor, and economist, ranked #6 (LTM) globally on SumZero amongst a professional membership in excess of 16,000 and an all-time top-50 analyst on the platform. His model portfolio, launched in 2024, has delivered annualised returns exceeding 40%, consistently outperforming the S&P 500. His research is published through his newsletter, The Mirandolan, and on SumZero, where it is read by more than 570 analysts and portfolio managers worldwide.

His investment process integrates expectations investing, forensic accounting, and financial economics. He applies rigorous accounting adjustments to measure economic value — NOPAT, ROIC, and EBV — supported by reverse DCF modelling to identify the operational performance implied by a share price. This process informs a proprietary stock rating system, generating high-conviction positions for long-term wealth creation.

His approach to risk is drawn from his master’s thesis, The Nature of Risk, which investigated the measurability of risk and the prospect of ruin. Drawing on Knight, Keynes, Bernoulli, Shannon, and Kelly, it argues that risk is subjective, not all risks are quantifiable, and that loss aversion is rationally obligatory given the multiplicative dynamics of wealth. He was a top-10 forecaster in the Good Judgment Project’s COVID-19 tournament.

He also builds AI systems for investment research, developing agentic workflows that integrate macro-financial analysis, probabilistic classification, and security selection across asset classes — using AI as infrastructure for systematic decision-making under uncertainty.

Mr Noko holds a Masters in Law and Finance from the Université d’Angers, France, graduating magna cum laude. 

He welcomes serious professional inquiries and is available via the following channels : LinkedIn, SumZero, and by email below.