Rate of Return by Austin Hankwitz

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2022 Portfolio: Moonshots
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2022 Portfolio: Moonshots

Detailing my holdings and investment thesis for the "moonshot" companies inside of my 2022 portfolio.

Austin Hankwitz
Jan 6
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Last but not least!

Rounding out the 4 part mini-series with this final segment — detailing the Moonshot holdings in my 2022 portfolio. In case you missed Part 2 of the Mid-Caps, I’ve linked it out below.

Rate of Return by Austin Hankwitz
2022 Portfolio: Mid-Caps Part 2
Run it back, again! This is Part 3 of 4 in a mini-series that explains the structure of my 2022 portfolio. In case you missed the introduction to my Mid-Cap holdings, I’ve linked out the post below - give it a glance if you haven’t already. In the post above, I touch on a variety of themes that impact my investing theses. Among these are secular growth trends, inflationary pressures, work from home considerations, international relations, and more…
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4 months ago · 9 likes · 2 comments · Austin Hankwitz

The name of the game, as the legendary Warren Buffet explains below, is free cash flow (FCF) per share. We want to identify which companies will produc…

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