Skip to content

Travis Wiedower

  • Wiedower Capital
  • Twitter
  • Contact

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

Share this:

  • Twitter
  • Facebook

Like this:

Like Loading...
Posted in Investment thesis, Shareholder Letters

Post navigation

‹ PreviousFinding Durable Moats is the Key to Finding Good Investments
Next ›YouTube Joins Facebook in Fight Against Human Biases

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

Enter your email address to receive notifications of new posts.

Top Posts & Pages

  • Shopify and its Strong Competitive Advantages Continue to Take Market Share
  • Management Intangibles I Look For
  • What Makes a Great Business
  • Spotify’s Moats, Management, and Unit Economics
  • Netflix: The Powerful Combination of Scale and Network Effects

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.

Blog at WordPress.com.
%d bloggers like this: