Topic

FAQ

A collection of 2 issues

My Approach to Valuation

On July 07, 2020, Charlie Songhurst, former Head of Strategy at Microsoft, appeared at Patrick O’Shaughnessy’s podcast “Invest Like the Best”. Mr. Songhurst invested in 483 companies, and it is one of the best episodes I have listened to in this year. At one point he mentioned the

My Research Process

Before I explain my process, let me elaborate how I pick companies for the deep dives. My general starting point is the companies I am curious about. The goal is to build some sort of mapping of different businesses in my head so that it gets easier to connect the