about
I'm fortunate to love what I do: investing in frontier market equities. one week I'm in lagos asking around how many working hours the average person need to afford a beer, the next I'm back at my desk reading about payment rails in kazakhstan.
I have a weak spot for cheap moaty businesses run by genuinely good management. somehow structural durable growth beyond the standard forecasting horizon, high cash conversion and scalable margins tend to be underappreciated.
besides enjoying life, learning and creating memories I'm currently on a mission to build up my fuck-off-capital.
I was lucky to grow up in a family that actually sat around the dinner table and talked.