I have been investing privately since 6 years. This wikifolio is a hobby project that gives me a way to explore my own investment ideas, track my decisions, and learn from the results.
I am particularly interested in renewable energy and the recovery of valuable materials. My current thesis is that the long-term potential of recycling, especially batteries and renewable energy equipment, is still underestimated.
Through this portfolio, I want to see whether that thesis holds up in practice and translates into successful investments over time. I see it as an opportunity to deepen my understanding of the companies involved, question my assumptions, and learn from both good decisions and mistakes.
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