- Nordstern Capital Investors are an investment partnership for Accredited Investors. We base our decisions on thorough business analysis with an owner's mindset.
- Outsourcing to Asia kept prices low, but the entire picture is about to change.
- The FED recently u-turned and intends to fight price increases through rate increases and ‘quantitative tightening’, both measures are essentially intended to suppress demand.
- The ideal investment is priced cheaplyin relation to the presentvalue of its future cashflows, and the future cashflows should be benefittingfrom inflation and should be antifragile in a recession.
For further details see:
Nordstern Capital Investors Q1 2022 Partnership Memo