Tax consultant and individual investor from Germany, Europe with academic background in Business Administration (B.A.) and Finance & Accounting (M.Sc.).I try to focus on high-quality companies that preferably have high Returns on Capital, high Cash Conversion/Generation, strong Balance Sheets, can outperform the broader market due to competitive advantages and have a long runway for growth.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BN, BAM, BX, APO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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