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...
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