Updates on stock research + holdings
Thank you! Very interesting. Your journey with Lindbergh seems to have paralleled mine... :-)
It’s an interesting narrative. I’ve only now realized how rare great capital allocators are, they definitely deserve a premium on its own.
Very good thoughts! I will follow your journey! I really liked the part about small companies and competitive advantages.
Thanks Gustav
Thank you! Very interesting. Your journey with Lindbergh seems to have paralleled mine... :-)
It’s an interesting narrative. I’ve only now realized how rare great capital allocators are, they definitely deserve a premium on its own.
Very good thoughts! I will follow your journey! I really liked the part about small companies and competitive advantages.
Thanks Gustav