Long Equity
Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
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These five videos are an absolute masterclass for investors. 1. Aswath Damodaran - Corporate Finance class This covers everything you need to know about how a company should mana...
Lazard Asset Management’s paper “Quality-Driven Growth: An Enduring Combination” is packed full of insights. Here are the main lessons: ⬇️⬇️⬇️ https://t.co/GzApjRDbNw
Morgan Stanley’s paper “The Equity Compounders” has been a huge influence in my investing style. Here are the main insights👇🏼 https://t.co/vSStMquHFe
The S&P 500, from Feb 09 - Jan 22, grew 6.2% each year, with a linearity of 0.96. Here are the top 20 US large, mid and small caps that beat the S&P 500 over this same time period...
Here's a short thread on the three approaches I take to VALUATION NOTE: business quality (returns, margins, growth) is of way more importance to me than valuation. Let's get star...
Here’s why I like Qualys $QLYS - the cloud based security provider 👇🏼 1. They are focused on growing FCF https://t.co/oUKkz1CHf7