I am an individual investor with a long-term focus on identifying high-quality businesses. Having most of my past investments appreciating aggressively, I tend to sell them when they are deemed to have run too far. My primary areas of interest include: technology, financial services, software, and businesses benefiting from durable competitive advantages and secular growth trends. While I closely follow macroeconomic developments and capital markets, my investment decisions are driven primarily by company fundamentals, management quality, competitive positioning, capital allocation, and long-term earnings potential rather than short-term market movements. I recently graduated from IB World School 002709 with 38 points. This autumn, I’m starting a Bachelor’s degree in Finance and Accounting at SGH Warsaw School of Economics (class of ’29). As soon as I become eligible, I intend to enroll in the CFA Program to further strengthen my understanding of financial markets. Although I am at the beginning of my professional journey and do not yet have institutional investing experience, I have been actively investing for 2 years and have developed a research-driven investment process. Since March 2024, my family portfolio has generated a return of approximately 160% through investments in U.S. equities. While I recognize that past performance over a relatively short period does not guarantee future results, I am keen to now take it much more seriously (with more time to both deepen my knowledge and perform analyses).
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in OSCR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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