Introducing: The One Page stock pitch

Weekly (probably) newsletter with a One Page stock pitch

The greatest investors have cultivated their craft in order to be able to make snap judgements and articulate a clear and concise thesis in a simple and short manner. Many of my best write ups and investments were apparent at near first sight, so I want to further cultivate my ‘system 1’ thinking as Kahneman would say. That is the purpose of the one page stock pitch. First pitch this week. I will look to put them out on a consistent basis (on average… maybe 2 in a week, maybe none, maybe once a week etc).

Inspiration from Bill Miller below:

In the spirit of simplicity and … that is all.