Recommended by Learning To Grow
A collection of my writing about looking for a concentrated portfolio of durable businesses with healthy reinvestment engines that I can own for a long time. The goal is to find a few no-brainers and anomalies. If it's not a no-brainer, it's a no.
One of my absolute favourites - easy to understand, important topics and a sober approach to investing that we all can learn from.
European Small Caps, global high-quality companies and monthly updates about my personal journey into Investing in easy-to-understand language.
Great approach to investing, with an interesting investable universe that I learn a lot from. Inspired me to start tumbling down the rabbit hole of Substack.
We invest the time, so you can save hours!
Providing high-quality fundamental research and stock ideas.
A humble and thoughtful writer that provides subscribers with in depth knowledge about great companies. Also excellent partner to learn from, and that willingly shares with subscribers far beyond simply posting.