My name is Kevin and I want to learn about the world through the lens that is business.
My learning process is simple:
Read
Write online
Connect
Repeat
This allows me to publish 1 deep dive at Atmos Invest every Friday. I alternate each week between:
A destination analysis of a specific company
A way to improve your investment process or knowledge
My biggest influences come from famous investors Nick Sleep and Qais Zackaria who ran the Nomad Partnership.
"The only real, long-term risk, is the risk of mis-analysing a company's destination.
Nick Sleep
My biggest inspiration for continuous improvement and honing my investment process comes from James Clear, author of Atomic Habits.
You do not rise to the level of your goals, you fall to the level of your systems.
James Clear
I’ve made a lot of mistakes over the last decade of investing, and my goal is to be a little less stupid every year. I believe in transparency, so I will share future and past, successes and mistakes with you.
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for companies that are underfollowed.
The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality.
I avoid the following sectors as I deem them not to be in my circle of competence:
Financial firms
Pharmaceuticals and Biotech
Everything commodity-related (like Oil and Gas)
My writings should not be considered as financial advice. I write to structure my thoughts, to learn, and to get better at valuing companies.
I like to connect, so do not hesitate to send me a message through e-mail or on X (@atmosinvest).
Thank you, and may the markets be with you, always!
