I look at everything but invest in companies with proven business models for at least 10 years. I might do special sits in the future but so far opportunites have been available even in the mid to mega cap world. I found out that the key isn't finding many opportunities but maximizing a single idea through position sizing.
I see Kevin's evolution and it resonates with me a lot.
Yes, and because everyone seemed to be looking at more well known stocks. I changed my attitude since then.
Great article. Why did you only look at small companies in the past? Because you were only searching for 100-baggers?
Hi, thanks for your hard and good work.
I just subscribed.. But I am not allowed into the chat-room. Any advice?
Best regards, Kjetil
I sent you a direct message through Substack
I look at everything but invest in companies with proven business models for at least 10 years. I might do special sits in the future but so far opportunites have been available even in the mid to mega cap world. I found out that the key isn't finding many opportunities but maximizing a single idea through position sizing.
I see Kevin's evolution and it resonates with me a lot.
Thank you! Many roads lead to Rome. I think the most important journey is the find the road that suits your personality.