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The Second Investment

Nearly two months after making my first investment, I made my second investment in the IV Portfolio on the 30th May, and it has been worth the wait. While one may be tempted to chase returns given the steady upward march of stocks prices (S&P 500 is up approx. 6% during this period), I have forced myself to … Continue reading

GEA SA – All roads lead to Grenoble and 50%+ Upside

“Specific, known catalysts are not necessary. Sheer, outrageous value is enough.” Dr. Michael J. Burry “The concept of owning a toll – whether it is a bridge, a road, a railway or some other monopoly infrastructure asset – is appealing because generally there is no other alternative, which forces people to pay the toll.” Warren … Continue reading

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