I am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.
Ex-VC, turned angel investor. I apply a private market lens to public stocks and share my theses. 25% CAGR since 2020. NVIDIA 18x, Google 5x, Goldman Sachs 4x, NEBIUS 4x
The number of free subscribers for Fede's Portfolio over time since it was added to the directory.
Finding exceptional companies with durable moats trading at a discount.