I’m Paul, former Constellation Software employee, financial analyst, and contributor at the Investmentideas Substack.

This Substack is for Investors who want to invest against the crowd. Investors, who are annoyed by the current buy & hold (forever) growth at any price movement. Those, who got bored by the same deep dives about the same companies over and over again.

Investors subscribe to this Substack because they look for new ideas with a decent and favourable risk/reward.

This is common-sense investing. Investing in undiscovered small capitalized businesses with bad coverage at an inflection point.

Investors, who follow this Substack, appreciate the approach that is contrarian to most of the common believes in the outside investment world.

Investors enjoy the emphasis on business financials and the ease of writings and investment simplicity. Subscribers do not want to waste their time by reading 50 pages just to get to the conclusion that the price isn’t right.

No matter what the reason is, I am happy to welcome everybody as a reader.

Cheers,
Paul

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People

M&A . I studied all the material on Greenblatt. Buying boring businesses having the potential to double my money within 3 years.