MFA investment February 2024

Investing in human frailty

Feb 18, 2024

∙ Paid

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Golden lads and girls all must,
As chimney-sweepers, come to dust.
                               — Cymbeline

This month I’m investing in two companies built on the fact that, contra the sociopathic and delusional narcissism of the super-rich, we remain mortal.

Mortality, and the fact that we live in these glorious-but-weak-as-hell human bodies that get sick, feel bad, do weird stuff, are susceptible to disease and funkiness and injury and neediness, and generally just SUCK sometimes in every life, all give me great confidence in buying shares of durable, high-quality, and currently cheap companies that somehow speak into this frailty we all live and (will someday) die with. (Sorry, fam. I’m only being real.)

HUMAN FRAILTY investment case

This month, I’m buying shares in two different companies for the MFA portfolio.

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