Price update
No change for current subscribers
Price update
A quick pricing update (no change for current subscribers)
I’ll be increasing the price for new subscribers tomorrow, Monday, April 13th. For current subscribers, nothing changes — you’ll remain on your current plan going forward.
As this has grown, I’ve become increasingly focused on businesses led by exceptional capital allocators. Over time, I’ve found it easier to hold onto companies where management is well-incentivized and has a clear track record of rational capital allocation.
Eurofins Scientific and MBB SE are two such examples — still underappreciated by the market, in our view. It’s no coincidence that both are actively buying back shares (links to writeups below).
These are the types of businesses we will continue to focus on.
If you or someone you know has been considering joining, you can still lock in the current price before the change takes effect tomorrow. Annual plan: $60 → $75
I’m grateful to have you along for the journey.
— Ole
