How I Invest
I start by looking for companies that I think will contribute to my vision of a better world in the future. Then, I choose businesses that are founder-led and first movers in an important and emerging industry. After I select a company that I feel is worth holding in my portfolio, I will keep it as long as my investment thesis holds.
Investors should be aware that stocks go up AND down. For the positions that go red, I assess possible reasons for the decline in value. If the lost value appears to have been caused by temporary events, then I will add to my position at a lower cost. Otherwise, I prefer to add to my winners.