⁠Finding Compounders
Sustaining top line growth https://t.co/vru5kBX7VP
tweet

⁠Investing visuals
$NFLX vs $SPOT: who's your favorite? 🍿🎵 https://t.co/1lVODfcrFq
tweet

⁠Finding Compounders
You might want to read this

Source :@pitdesi https://t.co/eohMYRQhH3
tweet

⁠App Economy Insights
$NFLX Netflix wants to triple profits by 2030.

📈 Margins expanding
🍿 Global hits on deck
📢 Ad engine revving up
💰 $1 trillion valuation target

Let’s break it down. 👇
https://t.co/cR3aETyiCN
tweet

⁠Finding Compounders
Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school

A Berkshire shareholder then asks them how they would teach business valuation and this is what they said : https://t.co/kmwfXTvBUN
tweet

⁠Finding Compounders
How management should think about Capital Allocation

Source: @ashishkila https://t.co/9cCq3bAxyc
tweet

⁠Finding Compounders
Growth at a Reasonable Price https://t.co/dAqcSPR0W7
tweet

⁠Hidden Value Gems
Amazon (27x PE) is now cheaper than Walmart (36x PE).

You also get Cloud and Streaming with the former.

Just an idea for a pair trade 🤔

$AMZN $WMT https://t.co/hTOUJ9B00D
tweet

⁠Finding Compounders
Free Cash Flow is Key https://t.co/LoZNH4yMIb
tweet