Investment Philosophy: Difference between revisions

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The most important principles to determine the intrinsic value of an asset is studying market size, team and moats.   
The most important principles to determine the intrinsic value of an asset is studying market size, team and moats.   


We are mainly focusing on disrupting technologies, outstanding founders and teams and strong moats at <u>reasonable</u> valuations.   
We are mainly focusing on disrupting technologies, outstanding founders/teams and strong moats at <u>reasonable</u> valuations.   


The most important principle of capital protection is "high confidence".   
The most important principle of capital protection is "high confidence".