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Finding Compounders
How has Insurance made Buffett rich ?
Buffett told shareholders that if Berkshire hadn’t acquired National Indemnity for $8.6 million in 1967: “Berkshire would be lucky to be worth half of what it is today.” https://t.co/DcBODXlpaY
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How has Insurance made Buffett rich ?
Buffett told shareholders that if Berkshire hadn’t acquired National Indemnity for $8.6 million in 1967: “Berkshire would be lucky to be worth half of what it is today.” https://t.co/DcBODXlpaY
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Stock Analysis Compilation
Clearbridge Growth Strategy on Chipotle Mexican Grill $CMG US
Thesis: Chipotle Mexican Grill is a compelling investment opportunity due to its attractive entry point after recent share pullbacks, strong unit economics, plans for store expansion, and initiatives aimed at driving growth and margin expansion.
(Extract from their Q4 letter)
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Clearbridge Growth Strategy on Chipotle Mexican Grill $CMG US
Thesis: Chipotle Mexican Grill is a compelling investment opportunity due to its attractive entry point after recent share pullbacks, strong unit economics, plans for store expansion, and initiatives aimed at driving growth and margin expansion.
(Extract from their Q4 letter)
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Finding Compounders
Great piece by Charlie Munger
The Art of Soft Picking https://t.co/A8kAEB64rp
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Great piece by Charlie Munger
The Art of Soft Picking https://t.co/A8kAEB64rp
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Quiver Quantitative
Senator Josh Hawley just spoke on Sam Altman and big tech's "liability shield".
Do you agree with him? https://t.co/2cO37LykQN
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Senator Josh Hawley just spoke on Sam Altman and big tech's "liability shield".
Do you agree with him? https://t.co/2cO37LykQN
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Stock Analysis Compilation
Alger Mid Cap Growth Fund on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.
(Extract from their Q4 letter)
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Alger Mid Cap Growth Fund on Monolithic Power Systems $MPWR US
Thesis: Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.
(Extract from their Q4 letter)
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Investing visuals
$HIMS stock is absolutely flying after Forbes ranked their Super Bowl ad as the 2nd most effective of this year.
This is how $HIMS makes money👇 https://t.co/Di4wTnoTyn
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$HIMS stock is absolutely flying after Forbes ranked their Super Bowl ad as the 2nd most effective of this year.
This is how $HIMS makes money👇 https://t.co/Di4wTnoTyn
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Quiver Quantitative
Here's how much money different politicians have made in the last month, per our estimates.
The annual congressional salary is $174K/year: https://t.co/SyQNVUgUam
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Here's how much money different politicians have made in the last month, per our estimates.
The annual congressional salary is $174K/year: https://t.co/SyQNVUgUam
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