Culibrk Partnership goal is to achieve superior long-term returns while limiting the possibility of a permanent capital loss.

 

Aim to achieve the goal by investing in businesses and situations undervalued due to Mr. Market’s:

 

1) Obsession with the short-term (what is next vs. what is it worth)

2) Confusion by perceived corporate action and/or business model complexity

3) Ignorance of capital allocation and management incentives

Return period Jan 2015 – Sep 2018. Culibrk Partnership is a return net of trading expenses for accounts managed by Stefan Culibrk.

For a more detailed analysis of Culibrk Partnership investments, thought process and contributions to the returns, please see letters.

 

If you would like to receive my material, please let me know at info@culibrkpartnership.com