Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.
Independent Investment Research & Investor: value, dividend and growth stocks. Two unique & interesting reports, trading ideas, lots of charts, general and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise.
I share some of my ideas and look forward to learning from other fellow investors!
I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.
Descubre análisis detallados de empresas excepcionales y acompáñame en mi camino como inversor. Recibe actualizaciones de mi cartera cada mes, notificaciones en 24 horas de mis movimientos, y un balance anual de mis rentabilidades.