Eivind Våga Kallevik

Focus on finding and monitoring the best companies that have durable competitive advantages (moats). Those that can maintain high returns on capital over long periods of time, without having much debt. Preferably those that have a long runway ahead of them and are able to grow, or where management buys back shares cheaply. We try to have an idea of ​​what the companies are worth in relation to the other alternatives, and at what price is cheap. The companies we montitor are mostly very expensive. That is why we follow them, and we have them on a watchlist. A prerequisite is that we are able to understand the companies, and we make sure that we understand what the competitive landscape is in advance, so that we are ready and have the courage to buy when everyone else suddenly wants to sell.