I invest for my family's future and I hope that what I write helps you with yours.

• I write deep Reviews on 1-2 stocks a month, as well as shorter First Looks.

• I have been investing professionally and personally for 25 years.

• I think long term. My 5 largest holdings have been in the portfolio for an average of 16 years.

• I run highly concentrated with a long tail. The tail is the source of ideas.

• I am a generalist. I invest across sectors and geographies.

• I have one firm rule: when I buy, I want to pay a price that gives me a high probability of compounding at 15%.