ALOIS GRABER

Date: 26th january 2025

ANT RULES FOR INVESTORS

MY BIGGEST MISTAKE: TBH most of my bets have worked out. The mistake was that I sold them to chase the next great bet. This was wrong. Even though the next great bet was great as well I want to learn which companies are my crown jewels and do the opposite of what my brain is telling me to do in the moment I find a new great idea.

I don't sell my crown jewels. Not now. Not when I want to. Not ever. More pain has been created by selling than good things have happened. Till death shall do us part.

My crown jewels:

• SeaStar Medical 500 bagger (if approved monopoly until 2034 and possibly 2039 if extended saving 50'000 patients per year just with current (2026) product (in trial to be finished end 2026) 4 other indications of similar sizes to be explored)
• Tav airports growing 13% at 5 p/fcf by 2028 (not replacable by AI, in fact real life might benfit from richness from AI)
• Elutia Inc 10x to 50x if approved (already worked once) financed to see commercial roll out

The rest is open to be sold (PayPal 16% buyback yield when I bought it growing fcf expiring jan27 options)