The Mission Critical Investor

Commentary on Selected Investment Ideas/prospects from ASB Partners. Not Investment Advice. These are more notes of general interest. I may not own and/or buy or sell any of these stocks. Please do your own work! LMK know if you have anything to add.

I love aerospace stocks.

Leading newsletter about the global Education Technology industry; read by Edtech leaders at Google, OpenAI, Microsoft, GSV Ventures, Reach Capital, Owl Ventures and thousands of Edtech startup founders, operators and investors.

Hold quality at fair value, long-term, years. Beating the SPY and QQQ with 15% CAGR since 2021.