⁠Finding Compounders
Search for value aims to spot bargains https://t.co/FkbE7nVE0r
tweet

⁠Finding Compounders
Understanding Dilution https://t.co/2lM6CwA6uS
tweet

⁠Finding Compounders
Ruane Cunniff’s Success Formula https://t.co/h3N96OwdrJ
tweet

⁠Dimitry Nakhla | Babylon Capital®
“Investors are elated when stock prices rise and depressed when they fall. This reaction makes no sense...

Prospective purchasers should much prefer sinking prices” — Warren Buffett 🗣️

$NVO was loved at $133 (overvalued)
$NVO is not as loved at $65 (undervalued) https://t.co/H2kwSbmdWi
tweet

⁠Finding Compounders
Seth Klarman on Risk https://t.co/rS8a12okoP
tweet

⁠Finding Compounders
How to play by Warren’s rules https://t.co/N0XGO1ZVKb
tweet

⁠Finding Compounders
This method is how Nobert Lou came across $NVR https://t.co/bwlBPhEdNZ
tweet