Below is a high level overview of my investing strategy.
- Look at marginal costs
- Scale is important
- Any companies that have a high fixed cost and low marginal cost intrigues me
- Companies scale now easier than ever. See Zoom recently. The market hasn’t fully caught on to this.
- Read aggregation theory
- When in doubt, get out
- Tech – see note on margins above
- E-commerce – growing industry with tons of potential.
- Dopamine – Gambling, gaming, social media, really anything that spikes dopamine.
I’ll keep developing this at this google sheet.