My Portfolio

Current Positions

  • VW Group: Investment Case & Updates
    Created on 20 November 2022

  • CNX Resources: Investment Case & Updates
    Created on 31 July 2022
  • Altria: Investment Case & Updates
    Created on 18 April 2022

  • EPAM: Investment Case & Updates
    Created on 3 April 2022

  • Alibaba: Investment Case & Updates
    Created on 24 October 2021
    Last Updated on March 13, 2022

  • Berkshire Hathaway: Investment Case & Updates
    Created on 29 August 2021

  • Loews: Investment Case & Updates
    Created on May 18, 2020
    Last Updated on February 11, 2022
  • EXOR: Investment Case & Updates
    Created on April 10, 2020
    Last Updated on November 8, 2021

Exited Positions

  • Apple: Investment Case & Updates

    Created in January 2019

Stocks Under Consideration

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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