Dear all, effective immediately, I’ve migrated the blog to substack. You can find it here. There are several reasons for this, among which is that I eventually do want to go with a pure paid only newsletter.
This is, of course, some years away (5 at the minimum) since an extended period of time is necessary to showcase market outperformance. If I don’t outperform the market, I would not dare to go pro. If I do, I’d say I deserve every bit of it.
Moving forward, the majority of my focus will be on high quality compounders, with the occasional micro/nanocap stock which I believe offer sizable and asymmetric risk/rewards.
I thank you for the followership so far and hope to see you on my substack platform.