Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.
Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
I write about interesting companies and anything else that comes up on my investment journey.