deep dives on listed companies
concentrated equity fund | posting excerpts on substack, no advice. full articles: https://www.patient-capital.de/blog
Imprint: http://bit.ly/2EmQgh
A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment