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Supply Side Investing - Evolution AB
Best lesson from Capital Returns and how it applies to the live casino industry
Mar 2
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Oscar 100%
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Supply Side Investing - Evolution AB
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February 2024
Fairfax Short Report: My Initial Thoughts
Not dramatic
Feb 8
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Fairfax Short Report: My Initial Thoughts
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Breaking Through the Fear: Investing at All-Time Highs and the Power of Strong Fundamentals
Buying at All-Time Highs can be scary, but charts can be misleading
Feb 4
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Breaking Through the Fear: Investing at All-Time Highs and the Power of Strong Fundamentals
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December 2023
SDI Group PLC - Is it worth it?
Short-Term looks bad, but what about the Long-Term View?
Dec 16, 2023
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SDI Group PLC - Is it worth it?
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2023 Investment Mistakes and Learnings
Focus on not messing up and you will make a ton of money
Dec 2, 2023
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Oscar 100%
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2023 Investment Mistakes and Learnings
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July 2023
$PAGS - Brazil Lowers Interest Rates
How To Profit From This?
Jul 30, 2023
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Oscar 100%
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$PAGS - Brazil Lowers Interest Rates
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Social Media and Investing - Not a great idea
Content creators do not share incentives with their audience (mostly)
Jul 2, 2023
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Social Media and Investing - Not a great idea
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June 2023
Life Science Tools and Services - Sector Analysis
One of the most resilient sectors in the market... Great hunting ground for compounders. Quick overview
Jun 17, 2023
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Oscar 100%
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Life Science Tools and Services - Sector Analysis
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May 2023
Fairfax Financial Holdings - $FFH.TO
Is Fairfax really such a high margin of safety opportunity? Adding Exposure
May 29, 2023
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Oscar 100%
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Fairfax Financial Holdings - $FFH.TO
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Interest Rates: How To Profit From This?
What worked in the way up and what will work in the way down
May 7, 2023
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Oscar 100%
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Interest Rates: How To Profit From This?
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On Waiting For a Fat Pitch and Swinging Hard
My thoughts on Catalysts, the META Drama, 3M and the Stanley Druckenmiller interview
May 4, 2023
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March 2023
Auto Partner - The Polish Compounder
Fundasy Investor explains the investment thesis on Auto Partner
Mar 12, 2023
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Oscar 100%
6
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Auto Partner - The Polish Compounder
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