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Finding Compounders
Terry Smith on The Unique Advantage of Equity Investment https://t.co/YGMnluTr5S
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Finding Compounders
The characteristics of a value trap and how to avoid them .

Sourced from my free newsletter - link is in my bio https://t.co/WDgtwH5lK3
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Stock Analysis Compilation
River Oaks on Citizens Bank $CZBS US

Thesis: Citizens Bank is significantly undervalued at a ~$90m market cap despite a ~70% increase in share price, boasting over $95m in cash and a ~20% return on book value.

(Extract from their Q4 letter) https://t.co/8rbkCmnUTY
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Individuals who cannot master their emotions are ill-suited to profit from the investment process.”

— Benjamin Graham 🗣️
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Finding Compounders
Charlie Munger being ruthless for 5 minutes https://t.co/X9HSttOGXn
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Stock Analysis Compilation
Clearbridge Growth Strategy on Robinhood Markets $HOOD US

Thesis: Robinhood Markets is an established disruptor in retail brokerage poised for growth due to reduced regulatory risks and shifting policies in the cryptocurrency space.

(Extract from their Q4 letter) https://t.co/kwUhh83d3d
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Startup Archive
RT @foundertribune: Read the full essay here: https://t.co/w4U1Atpfqb
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Quiver Quantitative
Representative Seth Magaziner just said:

"Members of Congress shouldn’t be trading stocks—period.

My Trust in Congress Act will ban it once and for all. Let’s get it passed." https://t.co/xNJQDFSLYa
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