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Finding Compounders
Opportunities for Patient Investors

Seth Klarman https://t.co/hh7uMus0Ps
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Librarian Capital
Hargreaves Lansdown $HL co-founder Stephen Lansdown is cashing out his entire 5.7% stake at £11.40/share to private equity offer

He last sold shares (~1.4% holding) in Nov-20 when price was ~£14

Often even billionaire co-founders can't time the market
https://t.co/pW1uecvvOu https://t.co/vLvXhNKeqb
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Capital Employed
RT @capitalemployed: A fresh batch of Q2 fund letters added including excellent letters from...

@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics

Plus many more 👇

https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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Invest In Assets 📈
The average investor tries to time the market 📉

All studies point to the fact that this is a fool's game

Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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Stock Analysis Compilation
Alluvial Capital on McBride Plc $MCB LN

Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt

(Extract from their Q2 letter) https://t.co/tfxah3evf6
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Hidden Value Gems
Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!

Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.

Struggling to understand why supply is not keeping up with demand.
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Hidden Value Gems
A tiny Sunday thought from @ShaneAParrish

“A positive mindset won't carry you to victory, but a negative one guarantees defeat.”
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Hidden Value Gems
RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the US…Dmitry Balyasny https://t.co/4aCPhcPx4f
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Invest In Assets 📈
5 Must Read Books For Investors 📚

1. Investing For Growth
2. Richer, Wiser, Happier
3. One Up on Wall Street
4. Quality Investing
5. The Most Important Thing

What book would you add?
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