A collection of my writing about looking for a concentrated portfolio of durable businesses with healthy reinvestment engines that I can own for a long time. The goal is to find a few no-brainers and anomalies. If it's not a no-brainer, it's a no.
Long time student of investing.
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.
Independent stock research on the world's best businesses for long-term investors.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio