I am senior manager working for a MBB consultancy in Europe. As part of my consultancy job, I carry out commercial due diligence in sectors beyond banking and technology. In my free time, I have been an avid individual investor for the last 10+ years. I am trained as an engineer, passed all three CFA exams, and hold an MBA from INSEAD. I am all about long-term investing in clearly undervalued shares whose companies have business models and operate in sectors I understand. I buy and patiently hold until 1) the gap between the company value and price closes, 2) find another investment idea with a significantly higher potential or 3) data shows that my investment thesis was overly optimistic. I normally hold in my portfolio between 10-15 shares. Since I only buy cheap, I need to wait until the market provides me with a bargain. I am still surprised at how often that is the case, especially in Europe.
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