Patient Capital Fund Newsletter
Patient CapitalDeep Dives on Listed Companies
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 5 years ago | Last Issue | 2 months ago |
| Active | |||||
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patientcapitalfund.substack.comLatest Issues
Podcast Interview: Nu Holdings (NU)
Last week, I made a guest appearance on the OAWS podcast from OMR, Germany’s largest business podcast network.
I joined the two hosts, Noah and Timon, to discuss their central question: whether Nubank could double by 2030 or whether the le...
Nu Holdings (NU)
Nu’s Past
In 2010, 28-year-old David Vélez faces a dilemma. After several years as an investment analyst at Morgan Stanley and General Atlantic, he is certain he wants to start his own business – yet lacks a compelling idea. Entrepreneu...
Microsoft and the Agentic Race
Much has been written lately about a potential “SaaSpocolypse” or “SaaSmageddon” – the view that established software vendors may be terminally impaired due to rapidly improving AI coding tools.
The bear case can be distilled into five cor...
Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"
What I Read
From time to time I get asked what books I’d recommend. Therefore, I infrequently post about some of my latest reads — both within and beyond the field of investing.
You probably became aware of this Substack for its long-f...
2025 Portfolio Update
This post is an abstract from my latest investor letter that came out today.
Looking ahead to the next five years, for the fund to continue its targeted long-term performance of >10% p.a. on average, it needs to be invested in a collection...
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Concentrated equity fund. Business model breakdowns and essays, no advice. Imprint: http://bit.ly/2EmQgh
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