Deep Dives on Listed Companies
Concentrated equity fund. Business model breakdowns and essays, no advice. Imprint: http://bit.ly/2EmQgh
Analyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"