Our Portfolio

Compounding Quality
Jun 04, 2024
2
Share

In this section, you can find all information about our Portfolio:

  • A spreadsheet where you can find all the companies we own

  • A dedicated page for every company within our Portfolio

  • An overview of all investment cases

  • And much more!

Let’s dive right in.

Portfolio Spreadsheet

In the Portfolio Spreadsheet, you’ll find an overview of the entire Portfolio.

Column P…

This post is for paid subscribers