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Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 30 | Subscribers | Read | oscar100.substack.com |
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Last year I wrote a post here called “Social media and investing”. In the post I wrote:
As a fundamental investor, my primary focus has always been analyzing companies through key factors such as the management team, capital allocation, financials, margins, durability, competitive advantages, cash conversion, and valuation. I ...
I’m starting this short blog section where I will update my returns twice a year and talk about some of my thoughts and positions. Not sharing my percentage allocation to each position since I need the mental flexibility to make big changes...
##### DISCLAIMER: This article is not a recommendation to buy or sell any financial instrument. Please do your own research. My analysis could be totally wrong and the stock could have negative returns. This information is for general purpo...
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