Hello, I am Olivier. My purpose here is to bring unique companies to the scene with little coverage. I also keep them in my portfolio to benefit. Its documenting my own journey as an investor while sharing ideas.
I am passionate about turning over the most rocks, constantly searching and discovering companies.
I focus in Value, in the sense that company price is more important to the average investor than perfectly modeling future earnings. I believe that predicting future earnings perfectly is very difficult in most cases. I like growth but not paying much for it. I follow the psychology of Buffett and Munger who simplify investing and make it a lot about common sense. I like a good defensive company at a value price. If it grows fast and organically, it is even better.
Thanks for reading.
I have an affiliate to financial analysis tool Koyfin here. A fellow substack writer, Connor, is my point of contact and testament of the quality and seriousness of the product. What I like so far most is the ability to pull data coming back 15 years to see how the business lived through the 2009-2012 crisis.
Discord here to chat: https://discord.gg/hPPkxE5sAY
Thanks @Michael for all the Support: you can subscribe to his publication here
Thanks @Guy for all the support as well