So far, luck has been on our side.
We are not accepting outside investment.
Our mission is to find out what happens. Every holding, every closed position, and the daily NAV get published either way.
We don't have one.
Nobody has given us a good reason to stop.
Our own capital, our own research, our own execution. No fund, no team, no adult supervision.
We do not accept outside money.
Collector cars, bought on condition and rarity and held long term.
Income-producing property, held for cash flow and inflation cover.
Direct stakes in private businesses, held on a multi-year horizon.
Equities, options and futures. The only sleeve we publish in full.
A quick snapshot of our performance so far.