Why Subscribe?
At No Deep Dives, I’ll write about always interesting and sometimes exciting investment opportunities without drowning you in lengthy analyses.
My goal is to zoom in on the key points of the thesis, with a focus on companies that haven’t been endlessly discussed before.
My approach: I think #NeverSell is overrated and any company can be a good investment at a price that’s low enough. That said, I like to steer clear of value destroyers or shareholder unfriendly management. Investing seems to work better when time is on your side, free from worries about the company diminishing in value.
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