Private

Read my manifesto. If that excited you then let’s chat.

Public

Intelligent investing. Finding businesses with sustainable moats operated by intelligent fanatics.

  • Small/Micro-Cap companies.

  • Concentrated portfolio (under 10 businesses).

  • Long time horizon. Ideally 10+ years hold period.

  • Owner-Operator led businesses. Incentives drive behaviour.

  • Boring businesses. Nothing in the headlines. I don’t like competition.

Investing is extremely hard. But it’s not complicated. It also doesn’t require much action. Most of my time is spend learning and thinking.