investments

investment philosophy
  • My investment philosophy is to invest in high quality businesses that compound over long periods of time.
  • Key characteristics are:
    • predictable cash flows
    • dominant market position
    • high barriers to compete with them
    • pricing power
    • shareholder centered approach
    • asset light
    • free cash flow positive
  • I mostly focus on infrastructure, industrial, manufacturing, luxury, financial companies.
click to view a modest investment write-up