I am a software developer who began developing a passion for investing in 2021. YouTube's recommendation system suggested a couple of value investing books to read. That basically got me started. Even though I had no financial education before 2021, I learned about value investing by reading books, watching videos of well-known value investors and through social media (WeChat value investors group, Twitter etc.). Over the last three years, I have read a lot, learned a lot, made some mistakes, but also achieved multi-baggers in $PDD, $META, $FFH.TO, $HFG.DE and 3 other small-caps stocks.
I'd like to bring my programming skills to equity research and continuing practising value investing. What initially inspired me was the opportunity to achieve financial freedom. Additionally, I am motivated by the contrarian approach —buying the dip when stocks like $META and $PDD were crashing 80-90%, or investing in $FFH.TO when its stock price remained stagnant between 2015 and 2021. I also enjoy being one of the first to discover and write about an undiscovered micro- or small-cap stock on my Twitter or blog.
After underperforming the market between 2021 and 2023, I decided to visit the Berkshire annual meeting in May 2024, and concentrate on 1-3 core positions and sold out a couple of stocks that either were fairly valued or overvalued or simply I don't know enough about.
Below, you can check out the 2024 year-end net holdings in marketable equities. All positions with a market value over €5000 are listed.
Software Engineer Dec 2018 - Present - Munich/Remote
University of Ulm, M.S. in Software Engineering, 10/2016 - 10/2018
University of Ulm, B.S. in Computer Science, 10/2011 - 10/2015
English (fluent), German (business fluent), Chinese (fluent)
part-time long-term investing since Nov. 2021 in