97
Followers
PerformanceCommunity EngagementCommunity Endorsement
20.6% pa
Since February 2020
23.5%
3 months
47.9%
6 months
47.5%
12 months
I like researching new technologies, finding small companies doing R&D in these areas, and incubating investments in them for a few years. D2US-DUbyR Difficult to understand stocks - delightfully unburdened by revenue. Inflexion points I seek include: - Positive free cash flow, - Productisation of a concept, - Partnerships with leaders
Activity including Straws, Valuations and votes on other content is available to members only. Click for membership options.