Congratulations Mathias on taking the leap into writing. It's one of the best ways to articulate your thoughts and evaluate an investment thesis. We look forward to reading your work. Additionally, we'd like to thank you for your kind words about the quality of our newsletter. It means a lot.
Thank you so much for the feedback, it is appreciated! I hope that writing will hone my skills when it comes to investing. You've definitely inspired me when it comes to using Substacks as plattform for growth, and the recommendation is nothing but well deserved.
Good pillars for a portfolio and a good selection of competitively advantaged companies (I don't know some of them though). Will you publish some of the content in English or will be strictly Norwegian? If I understood correctly with the DeepL translation you plan to do monthly summaries of interesting posts you read over the month. I think that would bring tremendous value to a wide array of investors and would certainly suit itself to English :)
Also thanks a lot for the mention and the nice recommendation you left me. I'm glad you're finding value in my publication.
Thank you for the comment and for peeking into this first post (despite it being in Norwegian), it's much appreciated.
Right now I have an outline of an idea about what I want to do, and haven't landed entirely on when I write what in English or Norwegian. My current idea is to every now and then write about Norwegian and Nordic companies in english as they lack "coverage", but as there's a wide array of skilled writers who have english as their main language I suspect I can contribute more to the Norwegian audience than the international. 😅
It's likely that most of what I recommend is in English, so I very much liked the idea of english recommendations-posts (with some Nordic content mixed into the cocktail).
And the recommendation is nothing but well deserved, I'm looking forward to continue to learn with and alongside you!
Very nice portfolio of proven compounders: healthy blend of growth, defensive business models, and strong balance sheets. There's definitely room for some cannibals and serial acquirers. Thanks for the mention, means the world to me! Let's keep going! :)) 🐢🐢
Appreciate that you took the time to pop in on my humble beginnings as a Substack-writer! And I agree, I've got my eyes on Topicus, Lifco and O'reilly Auto Parts. The latter is likely to pop into my portfolio very soon!
Nothing but a very well deserved mention, I've been devouring your content since subscribing earlier this month and I'm looking forward to continue to learn (mostly) from, but hopefully also alongside you! :)
Congratulations Mathias on taking the leap into writing. It's one of the best ways to articulate your thoughts and evaluate an investment thesis. We look forward to reading your work. Additionally, we'd like to thank you for your kind words about the quality of our newsletter. It means a lot.
Thank you so much for the feedback, it is appreciated! I hope that writing will hone my skills when it comes to investing. You've definitely inspired me when it comes to using Substacks as plattform for growth, and the recommendation is nothing but well deserved.
Good pillars for a portfolio and a good selection of competitively advantaged companies (I don't know some of them though). Will you publish some of the content in English or will be strictly Norwegian? If I understood correctly with the DeepL translation you plan to do monthly summaries of interesting posts you read over the month. I think that would bring tremendous value to a wide array of investors and would certainly suit itself to English :)
Also thanks a lot for the mention and the nice recommendation you left me. I'm glad you're finding value in my publication.
Thank you for the comment and for peeking into this first post (despite it being in Norwegian), it's much appreciated.
Right now I have an outline of an idea about what I want to do, and haven't landed entirely on when I write what in English or Norwegian. My current idea is to every now and then write about Norwegian and Nordic companies in english as they lack "coverage", but as there's a wide array of skilled writers who have english as their main language I suspect I can contribute more to the Norwegian audience than the international. 😅
It's likely that most of what I recommend is in English, so I very much liked the idea of english recommendations-posts (with some Nordic content mixed into the cocktail).
And the recommendation is nothing but well deserved, I'm looking forward to continue to learn with and alongside you!
Very nice portfolio of proven compounders: healthy blend of growth, defensive business models, and strong balance sheets. There's definitely room for some cannibals and serial acquirers. Thanks for the mention, means the world to me! Let's keep going! :)) 🐢🐢
Appreciate that you took the time to pop in on my humble beginnings as a Substack-writer! And I agree, I've got my eyes on Topicus, Lifco and O'reilly Auto Parts. The latter is likely to pop into my portfolio very soon!
Nothing but a very well deserved mention, I've been devouring your content since subscribing earlier this month and I'm looking forward to continue to learn (mostly) from, but hopefully also alongside you! :)