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Investment Philosophy: Difference between revisions
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The sophisticated investor therefore has to realize when conventional wisdom is wrong and cannot be afraid of contrarian bets. (Our current contrarian bet is Meta) | The sophisticated investor therefore has to realize when conventional wisdom is wrong and cannot be afraid of contrarian bets. (Our current contrarian bet is Meta) | ||
The most important principles to determine the intrinsic value of an asset is understanding markets, moats and teams. | The most important principles to determine the intrinsic value of an asset is understanding markets, moats and teams. | ||
We believe that we live in time of computer based revolution with unprecedented innovation and unseen margins and scaling opportunities. | We believe that we live in time of computer based revolution with unprecedented innovation and unseen margins and scaling opportunities. | ||
We therefore are mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams at <u>reasonable</u> valuations. | We therefore are mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams 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". | ||