The essence of the portfolio is very simple: Buy wonderful companies, Led by outstanding managers, At fair valuation levels. We want to invest in the best companies in the world. This Owner's Manual helps to create a successful partnership.
I've joined your premium subscription. Looking forward to your insights.
If I can express one wish as a partner, it would be this: Don't forget to look at small-cap compounders! Warren Buffett once said he would never have as good returns anymore as he had when he only managed $100 million...
Feel free to reach out if you want to bounce ideas on the DACH and EU market...
Owner's manual
I've joined your premium subscription. Looking forward to your insights.
If I can express one wish as a partner, it would be this: Don't forget to look at small-cap compounders! Warren Buffett once said he would never have as good returns anymore as he had when he only managed $100 million...
Feel free to reach out if you want to bounce ideas on the DACH and EU market...
AWESOME!
So pumped to learn more stuffs, can't wait