Aconomics Portfolio 

What's in my portfolio?

A high-conviction portfolio of around 30 global companies that I believe provide the good opportunity to outperform the broader stock market:

  • Value investing and GARP or "growth at a reasonable price": Conservative fundamental analysis to invest in what I think are undervalued stocks.

  • International exposure: I look for solid balance sheets and long term upside, I don't exclude markets.​

Here, you'll find companies that are (or where for a time) in my portfolio.

- Research, posts and articles will be uploaded and linked to each logo soon.

 Investing in amazing companies 

Blog posts on companies:

Stock analysis.jpg
 “All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies.”
- Warren Buffet