Hello, I am an investor from Paris to Dublin to Barcelona, with experience in Fintech and Internet industries.
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 donโt know if I have an hedge, I am just practicing value investing.
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. And this is from someone that has been in tech. 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 with a 20% discount and 7 day trial of Pro. 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.
Thanks @Michael for all the Support: you can subscribe to his publication here
Thanks @Guy for all the support as well