Welcome to The Long View
I am a recent graduate with a deep interest in finance and business, and an ambition to work as either an active equities portfolio manager or entrepreneur. I started this newsletter to connect with and learn from others with similar interests.
Between working as an intern in financial services and studying, I publish original investment ideas and spontaneous musings about investing and learning.
My investment approach is based on certain principles:
Valuation is imprecise, and I therefore demand a margin of safety of at least 50% to minimise my downside and maximise my upside.
Shares represent fractional ownership interests in real businesses. Fundamentals drive performance in the long-term.
I look for simple companies whose drivers I can understand (adaptive laziness).
The distinction between value and growth is complete nonsense. It’s the same thing.
If you appreciate, profit from, or want to get in contact, you can reward me with a subscription.
Disclaimer
Whether explicitly or implied, The Long View newsletter does not constitute financial advice. Profits or losses realised are the result of your own decisions. Invest at your own risk and do your own due diligence.
