Hi | Cześć

Computer code is the tool I am most competent with, but I have also built things in the physical world (ask me about the experience of building a kitchen for my wife if you are looking for a great conversation starter).

In my professional life, I designed and built a variety of products, mainly for financial professionals, but not only. The list includes things like REST APIs for wealth management and investment banking, large-scale enterprise trading systems, hedge accounting software, Bloomberg Terminal OVML derivatives calculator, financial stock exchange connectors and parsers, Siemens set-top boxes, and PURE internet-connected radios.

In my work, I set high standards and enjoy sweating the details — if something is worth doing, it is worth doing well.

My investment strategy can be described as global equity with an infinite holding period. Sales that happen sometimes are an admission of error. The portfolio is concentrated with less than fifteen holdings, and purchases are done infrequently. I enjoy figuring out businesses, and when I find one per year that I can understand and feel excited about its future prospects, that is a good year.

An extra benefit of being value investors is the community surrounding the activity. The activity attracts people with principles and values similar to mine, and I enjoy meeting them during Berkshire Hathaway shareholders meetings in Omaha, VALUEx, and RV Capital investors meeting in Switzerland.

I grew up in a small village in Poland. I could see apple trees, fields, and hills covered by forests from my bedroom window. I spent many summer weekends cross-country biking in the nearby woods and hills. Through the years, I have tried surfing, sailing, dancing, piano, diving, motorbiking, and travelling, but mountain biking is the only activity I return to yearly. And in winter, when it is too cold to go biking, I enjoy skiing.