"Here to share, fail, and iterate in public."
Here to learn. Not investment advice. 24-year-old lad trying to maximize cash returns on equity. I like great businesses and asymmetric bets.
Analysis of unusually good assets. Financial, physical, and digital. Infrastructure and toll booths. Edge cases always.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"