Offshore
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Finding Compounders
I’m pretty sure you haven’t seen this.
Warren Buffett’s letter to a Barron’s editor in 1962 https://t.co/fqJBQBzlCJ
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I’m pretty sure you haven’t seen this.
Warren Buffett’s letter to a Barron’s editor in 1962 https://t.co/fqJBQBzlCJ
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Offshore
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Hidden Value Gems
interesting piece on $CSU.TO by @_inpractise
"This month, from multiple separate credible sources, we've been told that over ~250 new software acquirers have been started over the last ~2 years globally. Although the majority of these have yet to acquire more than one company, the continued increase in competition led us to revisit Constellation’s moat."
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interesting piece on $CSU.TO by @_inpractise
"This month, from multiple separate credible sources, we've been told that over ~250 new software acquirers have been started over the last ~2 years globally. Although the majority of these have yet to acquire more than one company, the continued increase in competition led us to revisit Constellation’s moat."
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Offshore
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Alvin
For its debut in Indonesia, Honor seems to be much more well-prepared.
✅ Better after-sales service
✅ Brand positioning: Mid-Premium
✅ Initial launch: 3 phones, 2 tablets, 2 wearables, & 1 laptop
They are so confident about this relaunch to the point that they are launching 8 devices at the same time.
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For its debut in Indonesia, Honor seems to be much more well-prepared.
✅ Better after-sales service
✅ Brand positioning: Mid-Premium
✅ Initial launch: 3 phones, 2 tablets, 2 wearables, & 1 laptop
They are so confident about this relaunch to the point that they are launching 8 devices at the same time.
tweet
Offshore
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Finding Compounders
Ever heard of Bernard Baruch ?
Me neither, till I read this article.
It's a must read, on a great investor https://t.co/keRjsOOmnl
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Ever heard of Bernard Baruch ?
Me neither, till I read this article.
It's a must read, on a great investor https://t.co/keRjsOOmnl
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Offshore
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Mads Capital
American big tech is innovative and all with the AI stuff
But have you thought about European banks? https://t.co/6wC4GKyL1J
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American big tech is innovative and all with the AI stuff
But have you thought about European banks? https://t.co/6wC4GKyL1J
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Offshore
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Mads Capital
a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2
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a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2
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