"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.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Detailed write-ups and updates on 65+ public companies that have high return on incremental capital & long runway for reinvestment, i.e. "Good Businesses"