⁠Finding Compounders
When Todd Combs was asked who he considers a good investor he mentioned Tom Bancroft .

Tom , who now runs Makaira Partners , worked at GEICO for 13 years under Lou Simpson and Warren Buffett; where he was the portfolio manager of a $3.5 billion equity portfolio

Thoughts ? https://t.co/U3xG5EAw3i
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⁠iinvested
4Q'24 Bronte Capital on $SPXSF

Find the full letter here:
https://t.co/dVDkhhvUUk https://t.co/r5l4lsiYQC
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⁠iinvested
4Q'24 Ace River Capital on $RICK

More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/Zg89DkE4wl
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⁠The Investing for Beginners Podcast
Simple P/E Ratio Breakdown: https://t.co/wmXb00Nzbh
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⁠Alvin
Smartphone brands...

This is how you do proper update changelogs. https://t.co/3trzXnW82t
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⁠The Kobeissi Letter
Key Events This Week:

1. January JOLTS Job Openings data - Tuesday

2. EIA Short-Term Energy Outlook - Tuesday

3. February CPI Inflation data - Wednesday

4. Initial Jobless Claims data - Thursday

5. February PPI Inflation data - Thursday

6. MI Consumer Sentiment data - Friday

We are now 10 days out from the March Fed meeting.
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⁠The Investing for Beginners Podcast
Warren & Charlie discussing the use of DCFs

Worth your 3 minutes. https://t.co/u112vQUigg
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