PerformanceCommunity EngagementCommunity Endorsement
20.6% pa
Since February 2020
3 months
6 months
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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