Conversa sobre investimentos comigo!
Sou um investidor a longo prazo, com foco em B2C na Europa e Estados Unidos. O meu portefólio é super concentrado.
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Discuss stocks with me! Here’s my investing style:
Fundamental approach
Ten year timeframes or more
Very concentrated, with almost 90% of my invested portfolio in a few individual companies
Low turnover: a median and average of two individual stock trades per year
Circle of competence: consumer brands
Geographies: Europe and US
Check out the written posts and podcasts at stockpickinginsights.com