General

How to learn and evolve as an investor

Lessons from Racing applied to Investing

Oct 27 •

The Sweet Illusion of Insider Ownership and What Really Matters

Looking Beyond the Sugar to Discover the True Ingredients of Successful Returns

Oct 6 •

Q3 Portfolio Update: Reflections on +88.5% YTD

A turbulent quarter ends on a high

Sep 30 •

Half-year 2024 review, reflections on +54.8%

An introduction into Inflection investing

Jul 2 •

My idea generation process: How I find overlooked microcaps

A detailed overview of the tools I use

Apr 9 •

My Investing framework

Why, I don't care about growth rates, but about Illiquidity.

Jan 27, 2023 •

Portfolio Update: New investment style?

Updates and outlooks and the companies in my portfolio

Dec 19, 2022 •

My Portfolio revealed - and why I don‘t view it as a Portfolio

Take a look inside my Portfolio

Jun 15, 2022 •

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