🗣️ Investor Talk #23: Kevin Just

Founder - Atmos Invest

Welcome to Investor Talk — where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.

Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “What’s the biggest investment mistake you’ve made?”

In this edition, we have the pleasure of interviewing:

Name: Kevin Just @atmosinvest
Age: 42
Residence/Country: Belgium
Invests since: 2014

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
I started working as a nuclear engineer in 2007, with a fascination for processes and systems. A nuclear power plant is a complex system, with a lot of similarities to the stock market: human behavior is the most important factor.

I always felt a bit slower to pick things up, compared to people around me, so I like breaking down topics into their smallest parts. This was the case when I was diagnosed with diabetes in 2013 (I spent a month in the medical library figuring this disease out) and later on when I started investing.

In 2014, I finally saved up some money and went to the bank. They offered me some funds and IPO stocks to secure my financial future. It seemed to me, based on entry costs and fees, that the only future that was secured was that of the bank(er) itself. So I decided to try it out on my own, breaking down the investment process into checklists. I’ve been investing in public companies since then and for the last couple of years, I also invested in some private companies. I started writing about my journey online last year.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
I look for quality in 3 dimensions:
- Strong (great balance sheet)
- Efficient (ROIC > WACC)
- Growth (great sales growth ahead)