The Investment Journey Continues!

Excited to announce that my investment portfolio has officially entered its next phase! I've been managing it for over three years now, delivering an average return of +50%. What started as a local initiative, inspired by colleagues' interest in my strategy, has now evolved to international markets.

The core of my approach revolves around net cash companies, solid adjusted P/E valuations, and a strong potential for either dividend payouts or reinvestment of generated cash. I'll be sharing regular updates on the strategy, portfolio movements, and market insights, but first, let me introduce myself. About Me: I'm an experienced fintech and IT professional with 20+ years in M&A, stock markets, payments, and business development. A proud graduate of Stanford University, currently living in Warsaw, Poland, with my family.

Over the years, I’ve had the opportunity to lead regional and international IT organizations, specializing in corporate M&A (HP, DXC, ASEE). My passion lies in building value through long-term investments and leveraging market insights to drive sustainable growth. Investment Focus: My investment strategy centers around value investing, focusing on companies with excess cash and strong dividend growth potential. I apply my expertise in net cash analysis and insights from M&A activities to select high-potential businesses with strong fundamentals.

Portfolio Strategy: The portfolio is structured around companies with strong net cash positions (negative debt) that are capable of generating substantial profits and dividends. I adhere to strict entry and exit rules to maintain focus and consistency in performance. Stay tuned for more updates on strategy adjustments and market moves!