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...

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...
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...