⁠Finding Compounders
The primary role of management is Capital allocation.

But as Buffett notes , most heads of companies are not skilled in Capital allocation.

This extract explains why .

Source : Capital Returns (https://t.co/go4H211EyZ) https://t.co/3hb0XTxnsp
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⁠Finding Compounders
Warren Buffett on the most important quality for an investment manager https://t.co/o11lWAJKoR
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⁠Finding Compounders
Bill Nygren, a portfolio manager at Oakmark Funds, has returned 12.19 annuliazed since inception compared to the S&P’s 9.78% https://t.co/mtUyn3ChPw
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⁠Finding Compounders
Pat Dorsey explains the importance of assessing a companies reinvestment opportunities https://t.co/rVzc4pccBN
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⁠Hidden Value Gems
Never realised you could get £15k of benefits - comparable income to some tough low-paid jobs.

Sounds like a sensible move to me and long overdue although I may miss some important details…

#UKeconomy https://t.co/D2VMWt6Bam
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⁠Finding Compounders
Taxonomy of Moats

Source : Jerry Neumann https://t.co/yZAs1Rweup
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⁠Investing visuals
$SOFI member growth 👌 https://t.co/Ak8oDmVopq
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⁠Investing visuals
Nike $NKE is now trading at a 72% higher price to free cash flow vs. $NVDA.

$NVDA last-twelve months FCF growth: 125%
$NKE last-twelve months FCF growth: -12% https://t.co/xf02xgf3YM
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