"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.
Searching for great companies where ever they are. Idiosyncratic. Pricing power. Operational leverage. Absolute returns.
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"