78
Followers
PerformanceCommunity EngagementCommunity Endorsement
7.0% pa
Since February 2020
-20.9%
3 months
-16.1%
6 months
5.9%
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
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