"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.
Quality inflections. Growth without reinvestment. Pricing power and organic volume growth. Capital returns. Context, history, politics.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment