Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
Analyzing Good Businesses
Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
European Small Caps, global high-quality companies and monthly updates about my personal journey into Investing in easy-to-understand language.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio