Most people think I’m a stock investor.
I’m not.
I’m a business buyer using public markets as a massively scalable acquisition channel.
I spend my time looking for:
healthy businesses trading below liquidation value
cash-rich nano caps
weird ownership structures
and situations where price has completely detached from economic reality
I wrote this article explaining:
how I got here
the exact framework I use
and why I think deep-value investing still works despite everyone believing markets are perfectly efficient.
Link below.