Oscar's Investment Strategy | Oscar 100% | Substack

Full discussion of my strategy going forward. Disclosure of all my positions.

Mar 11

New Top Community

Fundasy Investor explains the investment thesis on Auto Partner

Mar 12

How to Get Crazy Returns with Kuppy's Investment Style. My research.

Mar 6

Trading at a 60% discount to NAV with a great Owner-Operator... What about risks?

Feb 26

My number one priority is protecting capital. A quick review on the sale.

Feb 8

Meta up big. Doubled down on Water Intelligence. My positions.

Feb 2

Small update since I have changed the portfolio structure

Jan 23

A resilient business run by an Owner-Operator with international expansion, M&A opportunities, organic growth, and trading at a fair price.

Jan 14

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