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
Deep-dives into great businesses
Deep-dives into great businesses
Deep-dives into great businesses
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