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Sempiterno Investments

Sempiterno Investments

I manage my portfolio as a public holding. I focus on investing in quality companies for the long term and avoid the noise of the crowd.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues34SubscribersRead sempiterno.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

What´s going on lately

I have not posted anything new for a few months but that does not mean I have not been focused on investing. In fact, I have been very active these months. I have researched a half dozen of companies and thought a lot about portfolio manage...

15 days ago
4
0

Secure Waste

## Investment thesis

3 months ago
34
6

Stories of failed investments

My goal with this post is to share why I think these investments has been a mistake. Any investors aspire to maximize winners and minimize lossers regarding position sizing. Despite this effort, everyone does mistakes. The point here is try...

4 months ago
12
3

Clínica Baviera

## Origins

4 months ago
22
10

Authors

The writers behind this newsletter.

  • Sempiterno Investments

    Deep dives on quality companies

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