Matthias De Wit
Portfolio Update
New position + Portfolio update
Book Recommendation: Your Money and Your Brain
Peak Mind for Investors: Training the Most Scarce Resource in Equity Research
Portfolio Update
Portfolio update
Adding after Misread Quarter, Full Factory
Heads I Win, Tails You Lose
Sizing Up: Credible Takeout Catalyst on the Horizon
When “Distribution” Isn’t Commodity: A Japan-Listed Niche Platform With Pricing Power
deep dives