I'm a self-taught investor and portfolio manager. My goal is to provide you with the tools to quickly get you up to speed on idea generation, research, and portfolio building—without speculation, fear, or costly mistakes.
Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence—gaining an edge over other market participants.
Inscrivez-vous gratuitement à notre newsletter et découvrez des astuces et des stratégies d'investissement solides pour développer votre patrimoine.
Asseyez-vous à LA TABLE DES INVESTISSEURS et recevez en BONUS l'accès au portefeuille Forteresse !
See exactly what I'm investing in: strong ETFs, quality companies, and underrated opportunities that actually work for European investors. A simple portfolio capturing key trends and solid returns while you get on with life. I show you everything I do.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
A great source for highlights and deep dives into small-cap stocks
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
The LongView is a publication for professional/serious investors that covers special situations and inflecting microcaps with the potential to achieve right-tail returns.
Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly