Temaet i vores kvartalsbrev for Q4 2022 handler om tidshorisont, og hvad der sker, når man som investor er inaktiv i gode virksomheder (værdiskabende monopoler). Der er klare beviser for, at det er vejen til merperformance. I kvartalsbrevet introducerer vi også vores top 10 positioner.
Du kan hente kvartalsbrevet her: link.
God læselyst
Snowball Capital
Fuglevadsvej 41, 2800 Kgs. Lyngby
CVR: 42 59 12 03
Direkte: +45 20 35 95 52
E-mail: hs@snowballcapital.dk
© 2024 Snowball Capital.
Snowball Capital
Fuglevadsvej 41
2800 Kgs. Lyngby
CVR: 42 59 12 03
Direkte: +45 20 35 95 52
Email: hs@snowballcapital.dk
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