Full discussion of my strategy going forward. Disclosure of all my positions.
Fundasy Investor explains the investment thesis on Auto Partner
How to Get Crazy Returns with Kuppy's Investment Style. My research.
Trading at a 60% discount to NAV with a great Owner-Operator... What about risks?
My number one priority is protecting capital. A quick review on the sale.
Meta up big. Doubled down on Water Intelligence. My positions.
Small update since I have changed the portfolio structure
A resilient business run by an Owner-Operator with international expansion, M&A opportunities, organic growth, and trading at a fair price.
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Oscar's Investment Strategy