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I invest in the niche innovators who better the world, and could one day become mainstream…at a discount

Like

• Growers: Huge achievable TAMs
• Spawners: Companies with the potential to expand their universe indefinitely
• Disruptors: Takes time and imagination to fully understand
• Discounters: Companies trading at a discount NAV & core business turning around
• Synergizers: (1+1) > 2
• Overlooked supply chain: Usually gems hidden deep in the supply chain

Dislike

• FOMO mindset: Ignoring valuations
• Perpetually declining businesses: Hard to evaluate

waterbearinvesting@yahoo.com