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Newsletter
Portfolio
Library
Tweets
About
Contacts
High-conviction investment ideas, tools and principles
Portfolio
Current Positions
VW Group: Investment Case & Updates
Created on 20 November 2022
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CNX Resources: Investment Case & Updates
Created on 31 July 2022
Last updated February 04, 2023
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Altria: Investment Case & Updates
Created on 18 April 2022
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Alibaba: Investment Case & Updates
Created on 24 October 2021
Last Updated on May 14, 2023
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Berkshire Hathaway: Investment Case & Updates
Created on 29 August 2021
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Loews: Investment Case & Updates
Created on May 18, 2020
Last Updated on February 11, 2022
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EXOR: Investment Case & Updates
Created on April 10, 2020
Last Updated on September 17, 2022
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Exited Positions
Apple: Investment Case & Updates
Created in January 2019
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EPAM: Investment Case & Updates
Created on 3 April 2022
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Stocks Under Consideration
Watch List
Stocks I am currently working on
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Wish List
Great companies that I hope to buy cheaper
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Too Hard Pile
Stocks that are just too hard to have a firm view on
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Third Party Research
Value in your inbox
At least one new book recommendation to expand your circle of competence.
New investment skill or tool to improve your investment process.
Invitation to webinars and meet-ups to find like-minded investors.
Interesting stock idea or industry analysis that I have come across at other investment resources.
At least one company that I have bought (sold), or major developments around my core positions.
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