On Markets & Investing

Portfolio Changes 11 -15 March 2024 [PREMIUM]

A blackboard, a pen, glasses and a diary on the table
17 March 2024
I made two small purchases this week. The first one is a UK platform business with an innovative business model led by the founder. The second was a Portuguese company that I met in Madrid this week. It is the fastest buying decision I have made, since the numbers and the strategy looked well better than the company’s valuation. I was also impressed with the quality of the management team, although I admit first impressions can be misleading. plan to increase both positions subject to share price performance and further analysis.