European Small Caps, global high-quality companies and monthly updates about my personal journey into Investing in easy-to-understand language.
Platform | Substack | Pricing | Freemium | Publishes | Daily |
---|---|---|---|---|---|
Issues | 136 | Subscribers | Read | heavymoatinvestments.substack.com |
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Secular growth and spin off; 30% family ownership
Is bigger better?
September was a bad month plagued by sickness and underperformance. I was knocked out half of the month by Influenza and did not manage to write nearly as much as I wanted.
Hey, I’ve been lying in bed since last Friday with Influenza and have not been able to do much besides staying in bed and listening to music. Before that I was at a company event, so no work was done there either. This means I’ll likely not...
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