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CCS's avatar

Pieter. Thanks for this. Personally, I was not expecting nor needing to put a name and face behind this Substack. One just have to read a couple of your pieces to know someone serious

and knowledgeable is behind it, and there can be many valid reasons for keeping it anonymous. Yet, your gesture of openness and transparency is appreciated and speaks the world of who you are. Great to know you and your story.

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Bill Tanner's avatar

Thanks … you are an educated, focused investor with the intelligence to distinguish signal from noise. Congratulations on your well earned success! We appreciate that you teach eloquently.

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