Quarterly Letters: A Personal View
Each quarter, I share my candid thoughts and observations about the fascinating world of undiscovered companies, industry transformations, market dynamics, and investment lessons through detailed letters to my paid subscribers. Whether it's an emerging trend reshaping traditional industries, insights from my research journey, or observations about evolving business models, these letters provide a deeper understanding of the opportunities and challenges in the hidden champions universe.
What's included:
Market Perspectives: My unfiltered views on market developments affecting undiscovered companies, including how smaller players are navigating industry transformations and what it means for their future
Investment Wisdom: Real lessons and insights from my journey researching and investing in hidden champions - both successes and failures that shape my understanding
Industry Trends: My perspective on how emerging trends are creating opportunities for smaller, innovative companies to challenge established players
Portfolio Reflections: Transparent discussion of my thinking behind portfolio decisions, including what makes me buy, hold, or sell positions in undiscovered companies
Pattern Recognition: Observations about common traits I'm seeing across successful hidden champions in different markets
These letters go beyond typical market commentary by focusing exclusively on insights relevant to undiscovered companies. They combine my current market views, lessons from experience, and observations about patterns that could shape future opportunities in the hidden champions universe.
Note: Check your email or the this webpage if you already subscribed to see all past editions. :)
This content is for informational purposes only and does not constitute investment advice. Always conduct your own thorough research and consult with qualified financial advisors before making any investment decisions.