Hello Hello and welcome to my Substack.
My purpose here is to bring unique companies to the scene with little coverage. I also keep them in my portfolio to benefit.
I’m French, having lived in Ireland, UK and I now live in Spain.
How I got into investing? When I joined a tech company, I received stocks. It was 2008. All my colleagues we telling me that the stock was worthless, a useless thing etc. I stayed nearly 10 years. Saw then nearly 40 quarterly earning updates from the inside.
I saw the psychology change from depression to euphoria. That gave me the mental model to focus on the fundamentals. And I also got some business understanding from all these earnings updates with our CEO.
Later I got into Dividend growth investing, value investing, made errors and learned. Like at my job where I self learned how to do scripts to automate complex processes, at investing, I am a self learner. I did errors and corrected, as investing is a brutal truth setter.
I am passionate about turning over the most rocks, constantly searching and discovering companies. I made my own mistakes and work hard to discover stocks.
I focus in Value, in the sense that company price is more important to the average investor than perfectly modeling future earnings.
I have no goals of working in the investment industry.
Sign up if you like to discover cheap and good defensive stocks around the world.
The premium membership contains exclusive writeups, full portfolio reviews and monthly recaps of value/garp investing online discussions in several countries.
Thanks!!