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 newsletter on timing the stock market. Written by a professional trader, investor, and manager of $5B fund. Sign up now to unlock our top 3 posts in your inbox, FREE
Subscribe to receive weekly in-depth articles on the best stocks and insights into my portfolio.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio