I want to keep track of how bad I am at spotting opportunities – 100% inspired by Bessemers Anti Portefolio
I was offered a very good chunk at a very fair price – but Balder and Claus did not convince me – I should have seen Jimmy comming in (that anti risk dude actually did change the game and the company has a nice value now (if Mr Wellness will not fuck it up).
I was offered 15% for nothing – but did not like the guys – see post. They made 100mio€ sale after 11 months.
They only share I have ever bought – since its obvius how good they are – but I was so chicken only buing for 15.000€ – made 36% in 3 months
Via my a partner in London I culd have bought all rigths to Timbalands last record Shock Value – but I was chicken and – even though I had superb gut feeling I passed on it. Chicken me and it WENT NUMBER ONE 5-6 times all over the world..