High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

Private Capital Markets

<ul>
<li>Professional cycling hit rock bottom almost exactly twenty years ago, when its biggest stars got caught in the perhaps biggest doping scandal ever.</li>
<li>Subsequently, no other sport was as much associated with systematic doping as road cycling.</li>
<li>Since then, the sport has staged a remarkable comeback. A new generation of sponsors and athletes are making it shine again and hobby athletes are spending ungodly amounts of money to get the latest gear.</li>
</ul>


Professional cycling hit rock bottom almost exactly twenty years ago, when its biggest stars got caught in the perhaps biggest doping scandal ever.
Subsequently, no other sport was as much associated with systematic doping as road cycling.
Since then, the sport has staged a remarkable comeback. A new generation of sponsors and athletes are making it shine again and hobby athletes are spending ungodly amounts of money to get the latest gear.


United States

Strava is a social network and mobile app that aims to connect athletes of a wide variety of sports and fitness activities. Athletes primarily use the app to track and analyze their workouts via GPS data. Users are given the flexibility to explore routes and paths taken by other athletes or join sporting clubs in their cities.

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Strava (STRV123D US)

Garmin & Strava: Betting on CycleTech

Professional cycling hit rock bottom almost exactly twenty years ago, when its biggest stars got caught in the perhaps biggest doping scandal ever.

Fallacy Alarm

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