At Chumo Capital and Research, we believe that superior returns are the product of an uncompromising pursuit of truth. Our approach is anchored in intensely deep research to uncover the fundamental drivers of value. We are our own harshest critics, constantly re-evaluating our theses and questioning our own assumptions to ensure our conviction is rooted in reality rather than consensus. We are not interested in the noise of the media and the quarters. We have the clarity required to commit to long-term investments with unwavering patience.
*Chumo Capital is a personal investment journal and does not constitute financial investment recommendations or advice.