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Inspired by Warren Buffet & Charlie Munger...

Warren Buffet and Charlie Munger built one of the most successful investment track records of all time by sticking to the very simple notion that well run companies with highly defendable (competitive positions) will do well over the long term. They especially like companies that have modest requirements for capital expenditures and plenty of free cash flow.

We believe exactly such companies are available today at discounts to the broader market because they do not have the flash that today’s investor has recently been looking for. Thus, it is a good time to build a portfolio of such positions.

Pynk One Ltd is a company registered in England and Wales (No. 12940786) with the registered office at 20-22 Wenlock Road, London, England, N1 7GU.

Thesis Portfolio is the trading of Pynk One Ltd. Pynk One Ltd (FCA reference no. 942958) is an appointed representative of WealthKernel Limited (FCA reg no. 723719), which is authorised and regulated by the Financial Conduct Authority.

Investing involves risk to your capital. Past performance is not an indication of future results; the value of your investments can go down as well as up, and you may get back less than you originally invested. The information contained herein does not constitute investment advice or investment research and should not be relied upon to make any investment decisions. References to specific assets or securities are included for illustrative purposes and should not be understood as an endorsement or a recommendation to engage in investment activities.

Please invest aware.