Finding Compounders
Bruce Berkowitz on the Keys to Success for the Fairholme Fund https://t.co/ZyfjVJaX6B
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Finding Compounders
Buffett‘s negotiating style

This is a conversation between Buffett and Jack Ringwald on the purchase of National Indemnity https://t.co/liKAiePCnt
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Fiscal.ai
The Quality Public Company Universe

Who else belongs here? https://t.co/1qjULSTL3N
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Finding Compounders
The Convictions of a Long Distance Investor

Great piece on Warren Buffett https://t.co/BxDcGan6M8
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App Economy Insights
$CRCL Circle Q3 FY25:

• USDC in circulation +108% Y/Y to $74B.
• Revenue +66% Y/Y to $740M ($40M beat).
• Adjusted EBITDA +78% Y/Y to $166M.

USDC in circulation still expected to rise 40% CAGR. https://t.co/i3RTmyRIiL
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Finding Compounders
Great piece on Lou Simpson , who oversaw GEICO’s investment portfolio

Must Read https://t.co/Y09VSW7h1P
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