This first post serves as one of many to document the investment theses that I have been working on, facilitate discussion around the ideas, and as a way to communicate my thoughts on certain investments and investment topics.
The blog will have a bend toward analyzing businesses using Warren Buffett value principles, analyzing businesses in the context of a long term holding period and with an unconstrained opportunity set (any business is fair game).
The research will focus on companies that are going after big disruptive ideas, capital compounders and companies that have unsustainable business models and will likely be disadvantaged competitively in the future.
The genesis of this blog stems from the opportunity to facilitate ideas, discussion and to share information that would engage people who are interested in investing.
