Meta: Anti-Fragility Meets No-Brainer Valuation, Upgrading To 'Strong Buy'
It's even better when you can find such a company that's not that sensitive to macro.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great com ...