Finding Compounders @F_Compounders
Life Long Learning fcompounders.substack.com Worldwide Joined December 2021-
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A Dozen Things I've Learned from Philip Fisher and Walter Schloss About Investing by Thesis Capital
Look for customer heterogeneity Source : All Revenue Is Not Created Equal by Bill Gurley (@bgurley )
"My partner at Berkshire, Charlie Munger, and I have told the shareholders if we are in a boat that's sinking and they can swim and save only one of us, save Ajit. Warren Buffett refers to Ajit Jain as his “Good Luck Hiring “ Here is a great article on Ajit Jain
You might want to save this The Return of the S&P500 vs The Return for the S&P500 Minus Top 5 Contributors . You just need a few winners to make a difference .
Seth Klarman on Risk and Productive Worrying
Why Value Investors Are Different by Seth Klarman
Warren Buffett considers Henry Singelton as having the best operating and Capital deployment record in American Business This is evident by looking at Teledyne’s financial summary
Alan Greenberg’s hyper focus on expenses
Nick Sleep once used the services of an Investment Bank. He asked them to run a screen( which I mention in my newsletter post ) and it yielded 7 companies . To know these companies check out my newsletter. - Link in Bio
“A camel is a horse designed by a committee” An inherent advantage of family owned businesses is their centralized decision making process . Their decisions don’t have to go through endless committees; which tend to result in bad decisions open.substack.com/pub/fcompounde…
Seth Klarman on the painful decision to hold cash
One of the reasons why family owned businesses outperform non family owned businesses Sourced from my latest newsletter post; link in bio .
Compounding Quality @QCompounding
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Look for customer heterogeneity Source : All Revenue Is Not Created Equal by Bill Gurley (@bgurley )
"My partner at Berkshire, Charlie Munger, and I have told the shareholders if we are in a boat that's sinking and they can swim and save only one of us, save Ajit. Warren Buffett refers to Ajit Jain as his “Good Luck Hiring “ Here is a great article on Ajit Jain
You might want to save this The Return of the S&P500 vs The Return for the S&P500 Minus Top 5 Contributors . You just need a few winners to make a difference .
Seth Klarman on Risk and Productive Worrying
Why Value Investors Are Different by Seth Klarman
Warren Buffett considers Henry Singelton as having the best operating and Capital deployment record in American Business This is evident by looking at Teledyne’s financial summary
Alan Greenberg’s hyper focus on expenses
Nick Sleep once used the services of an Investment Bank. He asked them to run a screen( which I mention in my newsletter post ) and it yielded 7 companies . To know these companies check out my newsletter. - Link in Bio
US Regional Bank "Cannibals" screen. Cannibals = largest common shares o/s reduction over the last 5 years.
“A camel is a horse designed by a committee” An inherent advantage of family owned businesses is their centralized decision making process . Their decisions don’t have to go through endless committees; which tend to result in bad decisions open.substack.com/pub/fcompounde…
Seth Klarman on the painful decision to hold cash
Warren Buffett wrote a Forbes article on what we can learn from Phil Fisher
One of the reasons why family owned businesses outperform non family owned businesses Sourced from my latest newsletter post; link in bio .
earned $1bn too. The higher the ratio, the harder it will be for competitors to compete against the business. Costco saves the customer $5 for every $1 it retains, this clearly gives Costco a huge competitive advantage.