Read my manifesto. If that excited you then let’s chat.
Intelligent investing. Finding businesses with sustainable moats operated by intelligent fanatics.
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.