1. Sharing information without expectations
I have no particular expectations. Just want to share some interesting bits I’m reading during the week. First of all for myself (that’s already one true fan I guess). Also because I feel lots of interesting conversations can arise when you start sharing info without too much expectations.
2. There are probably not many new things here
“I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” – Charlie Munger
3. Business models are my interest - but I might digress in things related to the economy, markets in general,...
I’m a generalist (equity) portfolio manager so most things that I read are mostly related to markets one way or another. Based in Europe - I might focus a bit more on this continent. Business models (i.e. how companies work, value chain analysis,…) are my main interest - but I can also digress into some broader topics from time to time. We will see…
(And just to make sure: there is zero investment advice to be seen here).
