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2018 Annual Shareholder Letter

January 27, 2019February 27, 2019 ~ Travis Wiedower

My 2018 annual letter is linked below. Topics include:

  • How I define a high-quality company
  • A 4-page deep dive into Trupanion’s competitive advantages
  • What led me to sell JD.com

Wiedower Capital 2018 Annual Shareholder Letter

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Posted in Investment thesis, Shareholder Letters

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About

Travis Wiedower runs Wiedower Capital, a one-man investment firm that invests in high-quality companies and CEOs that have industry tailwinds behind them and long runways for growth ahead of them.

Twitter: @TravisWiedower

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This blog is for informational purposes only. Everything on this blog is the opinion of Travis Wiedower and should not be taken as investment advice. Clients of Wiedower Capital may maintain positions in securities discussed on this blog.

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