Seeking Alpha

Maarten Pieters  

I am an individual investor managing a small sum of money.

I hold a concentrated portfolio with 2-4 companies representing about 50% of my portfolio. These companies have in common:

- A good downside protection

- Potential to double in a 2 year timeframe

The other 50% of my portfolio is build up of 5-15 other positions, these include:

- Special Situations (mostly simple tender offers)

- Riskier bets

- Stocks with the potential to become a top 4 position (they require more research, or I need more evidence/certainty that the thesis is playing out)

At 26% return a year, your invested money doubles every 3 years. That's what I aim for.
  • Description: Occasional Investor. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Stocks - long
Currently, you have no company profile. Click edit to add a company profile.
Currently, you have no book details. Click edit to add book details.
$NTP Last tender offer 8M people subscribed. 3M got tendered. So +/- 5M shares supply left at prices <5.50USD Aug 3, 2015
Social links