2022 Portfolio: Moonshots

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

Jan 6

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…

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…

Rate of Return by Austin Hankwitz

2022 Portfolio: Moonshots

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

Last but not least!

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