A Firm welcome

Thanks for signing up to the Firm tier. Your support is much appreciated and helps to make this newsletter a sustainable endeavour.

You can now access the portfolio page, where you'll see the positions I currently hold, and get email updates whenever I make portfolio changes.

You'll also be able to access existing and future updates on my highest conviction ideas (the companies I actually own). There will be at least one update per year for each company in the portfolio coinciding with me re-underwriting the investment. Time permitting, I may also release additional updates following significant developments.

I hope you enjoy your time with the firm.