Originally published September 2021. If I could summarise my most successful investments in one equation it would look something like this: Cash + Optionality + Astute Capital...
About The Undercover Fund Manager
Professional fund manager specialising in UK equities across the market cap spectrum.
https://theundercoverfundmanager.com
@FMUndercover
How to invest in compounding machines
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The Fund Manager
The downsides of growth
The downsides of growth
I love companies that can grow for decades. The best sort of growth reinforces the business model, which in turn makes future growth more likely. Network effects and economies of...