Outsiders' Corner - Top 9 Ideas
Our Most In-Depth Writeup Yet: 25 pages covering Our Top Holdings
Hi, hope your Sunday’s going well!
I’m excited to share something special today – our most detailed writeup to date. We’ve put together a two-page analysis on each of our Top 9 portfolio picks – the companies where we’ve placed over 70% of our invested assets.
Inside, you’ll find:
Direction of competitive advantages.
Recent developments shaping their future.
Where capital is being reinvested and at what returns historically.
Key risks we see and what would make us sell.
It’s a behind-the-scenes look at how we think about long-term investing and portfolio construction – the kind of analysis we wish we did when starting out.
The full writeup is available only for paid subscribers ($8/month or $60/year). Prices will increase in the future, but existing members keep their rate for life.
If you’re not ready to subscribe, no worries – most of our business writeups will remain free, and you can still read the first two pages below.
Enjoy your Sunday,
Ole
