Capital-light businesses and special situations. Independence, curiosity, and critical thinking are cornerstone values. Unconstrained by convention; comfortable diverging from the consensus.
Capital-light businesses and special situations.
Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack.
I like enjoy learning about stocks - if you have thoughts, please comment or reach out at [email protected]