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, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"