Secret Capital Write-Ups

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Deep-dives into great businesses
secretcapital.substack.com

Deep-dives into great businesses

Aug 15, 2020
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Deep-dives into great businesses
secretcapital.substack.com

Welcome to my Substack. I enjoy studying great business models.

The two most important elements of an investment for me are:

1) intense customer love (which itself is a function of a company’s agility)

2) an expanding moat trajectory

I like ideas that don’t make sense

In the meantime, tell your friends!

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Deep-dives into great businesses
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