Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking.
Hi! I’m André. Here’s my investing style:
Fundamental approachTen year timeframes or moreVery concentrated, with almost 90% of my invested portfolio in a few individual companiesLow turnover: a median and average of two individual stock trades per yearCircle of competence: consumer brandsGeographies: Europe and US
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