Welcome!

I am an individual investor who likes - great businesses at wonderful prices, average businesses at a very very cheap price. Those are two areas where I look for mis-pricing to exploit. Because of this philosophy, I find few ideas every year and end up having a concentrated portfolio.

In this substack, you will find the ideas I have analysed and likely in my portfolio. It goes with out saying - None of this is investment advice. Do your own research before investing.

If there is a stock that you think I might like or would like me to look at, please drop in a comment and I would be happy to get back to you.