🧗 OIJ (#8) 3 Investing-ish Books I Love
A review of Dear Chairman by Jeff Gram, Alchemy by Rory Sutherland, and Accounting for Growth by Terry Smith. Three low-key masterpieces
My dear fellow Hermits 👋
Welcome back to 🧙♂️ The Hermit 🧙♂️
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Before we start
I wanted to let you know I spent last week visiting companies in Eastern Europe. To no surprise, my overall take is that it seems like an extremely fertile ground for idea discovery and scale-up investing. However, none of the companies I visited are investible just yet. They need more… maturing.
Note that I’m talking exclusively about listed microcaps.
On the bright side, I encountered some of the brightest, most energetic, and - probably - most sketchy managers I’ve ever met. Expect a post soon about these Shakespearean characters and the (mostly) pleasant situations I faced during my stay.