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High-conviction investment ideas, tools and principles
Portfolio
Current Positions
Kistos: Investment Case & Updates
Created on 25 June 2023
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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
VW Group: Investment Case & Updates
Created on 20 November 2022
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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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