Value investing has been my main passion for more than a decade. I look for businesses the market has given up on but that still have strong fundamentals, often trading at single digit P/FCF, though I’ll pay up to 15-20x for genuine quality. I hold for the long term and try to ignore short term noise.Current holdings include Cake Box Holdings, Watches of Switzerland, Celsius Holdings, Springer Nature, MTY Food Group, and CTS Eventim, plus smaller positions in Greggs, PayPal, Oatly, and [email protected]
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