Investing in Extraordinary Companies • Sharing insights on dealmaking and investing.
Keep calm and carry on
Executive MBA Lesson 1 - Network Effects
Apple | Amazon | Alphabet | Meta | Microsoft | Nvidia | Tesla
Is the market efficient?
Tax-loss harvesting
TSMC added to the portfolio
S&P 500 IT Index
Four years of underperformance
Extraordinary Companies portfolio up 20.8%
Celebrate the holidays with my favourite drink