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Substack Name
Description
Archive of my highest conviction long term investments, along with other compelling opportunities I come across.
Category
Select a category
🎭️ Culture
🕹 Technology
💼 Business
🇺🇸 U.S. Politics
💰 Finance
🍲 Food & Drink
🎙 Podcasts
🏈 Sports
🎨 Art & Illustration
🌍 World Politics
🏥 Health Politics
📰 News
🪞 Fashion & Beauty
🎶 Music
⛪ Faith & Spirituality
🌞 Climate & Environment
🔬 Science
📚 Literature
⚔ Fiction
🏥 Health & Wellness
🪑 Design
🏝 Travel
📖 Philosophy
💥 Comics
🌐 International
🔮 Crypto
💾 History
😂 Humor
🚌 Education
Author Name
Author Bio
I try to buy (and ideally hold) well-managed businesses with unique, in-demand products or services, high margins, high insider involvement, and attractive match-ups against competition. Generalist, but I like software, financials, and industrials.
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