The Quality Journal

The Quality Journal

💼Portfolio Investment Thesis

Creating a long term portfolio

Sep 17, 2023
∙ Paid

After several years investing in funds and stocks, I decided to create my own portfolio. To do so, I will start my search for great companies priced bellow their intrinsic value. (or at fair value).

I’m not a deep value investor nor a trader.

My focus: Invest in great companies and let them compound over time.

I will commit a significant part of my savings…

User's avatar

Continue reading this post for free, courtesy of The Quality Journal.

Or purchase a paid subscription.
© 2026 The Quality Journal · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture