My name is Thomas Dixon, and I am a value investor that invests in high-quality businesses with a competitive advantage allowing the business to create value and generate excess returns over the long-term. This involves investing in businesses who have a sustainable business moat. In addition to this, the the business that I invest in are either top performing and industry dominant businesses, or businesses that have a large runway for future growth. Finally, my ultimate focus is a business’ ability to generate cash. This implies that on top of an analysis on margins, a strong focus is given to cash conversion and working capital management (when applicable).