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Portfolio an Strategy
Portfolio performance target is to beat the market. Not there yet...
I invest for the long term. My philosophy is to find the companies that are, or will, make a difference and change the future, and stick to them, as long as the investing thesis is intact.
Forget about timing the market ups and downs. Forget about trying to hunt short term gains. The real value is created when sticking to winning companies for the long run.
I find companies focusing on mega trends or tech based companies that change the way "we do things". It could also be biotech or healthcare companies, that makes "the impossible" possible.
Lastly I have a love for Sustainability, in whatever form it comes; Renewables, Waste Management, Bio-Plastic, Electric Vehicles etc.!
A structured methodology to stock research is valuable for me and I believe the approach that I take is a competitive advantage for me.
In the end my investment thesis is the sum of the following three pillars...
The MoGeBat Score from my MoGeBat ScoreCard (example below...)
A qualitative evaluation on all the information gathered, depicted in a final stock research article
My personal conviction, which is the personal touch of any stock picker
The research is generally structured around the following major proof points. Firstly the company idea, the product, the industry, and the potential. Secondly the financials all the way from the strength of the balance sheet, to margins, to growth rates and other important metrics. Thirdly a review of the management team, which is an integral part of the investment thesis. Lastly I review some of the risks that the company might forsee.
I generally find my information through many different sources. Firstly I am proud to say that I am a Motley Fool member, a community that has provided me with initial investment ideas for many years. Secondly I am engaged in FinTwit, the financial community on Twitter, which is another great way to learn about potential investments. Thirdly I research all available information on the Investor Relations page of the company in question, including periodic financial reports and presentations, as well as reading articles on SeekingAlpha and other similar resources. Beyond that YouTube is a great resource for especially complex product offerings.
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