Apr 8 • Intros👋
Intro
Hi,
I rarely invest based on Excel spreadsheets and consider myself more of an amateur.
Right now, my biggest positions are in a small Swedish ag-tech company called BoMill, which produces sorting machines that improve yields through high precision. And in Opendoor Technologies, an iBuying (lika Carla or Carvana) company in residential real estate—a sector where competitors have dropped off one by one, leaving them more or less alone in the space.
Looking forward to learning and I hope not to bother too many of you with stupid questions. :)
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Intro
skool.com/hedge-fund-investor-2065
In this community, I share my real-time investment process, shaped by years of managing a billion-dollar hedge fund.
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