The beginnging of something new
This blog is made to share my personal investment ideas, philosophy and analysis. I started to invest back in 2013 with the purchase of a single Amazon at the age of 22. The principles of diversification, asset allocation or even an investment strategy was something out of my range of competence. Since then, a lot of things have changed fundamentally. With more knowledge, deeper analysis of companies and a clear developed investment strategy i made my way through the world of investing. Today, I'd define my strategy as follows: My investment strategy is a blend out of quality/value investments and a more speculative companies. I consider companies as quality if they come up with certain fundamental strong criteria, such as cheap valuation after PE, PB, EV/EBITDA low debt organic growth moat in its business segment strong quality of earnings / consistent stream of income non-cyclical My speculative criteria are defined as the follows: good e...