⁠Invest In Assets 📈
3-5% outperformance over a few decades makes a big difference: https://t.co/aXi76hHjca
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⁠Stock Analysis Compilation
Artisan Partners on West Pharmaceutical $WST US

Thesis: West Pharmaceutical’s growth is set to reaccelerate as demand for high-value packaging components, driven by new biologics and GLP-1 drugs, continues to rise

(Extract from their Q2 letter) https://t.co/ls5xFhnVqg
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⁠Value Spotlight (Andrew Sather)
Animated Guide: How a Company's ROIC Tree Shows Its Growth Drivers and Capital Efficiency https://t.co/YcYXjdXmrD
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⁠Ahmad Jivraj
The Grand Daddy of Coffee Can Portfolios:
The Voya Corporate Leaders Trust Fund

Started with 30 stocks.
No new stocks allowed.
No rebalancing allowed.
Just Buy. Then Hold.

$10K invested in 1941 would have turned into $35+ million by end of 2022.

A 3500 Bagger!

Source;
https://t.co/qkFZADjVbi
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⁠Quality Investing with Aria
RIP ALL THE PEOPLE WHO WERE PROJECTING DILUTION FOR THE NEXT 10 YEARS

PLEASE OPEN UP THE CONFERENCE CALL BEFORE RUNNING YOUR DCFs. 😂😂😂

I called this out 2 quarters ago?

$CRM 📈 https://t.co/OzcNuQLJmX
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⁠Quality Investing with Aria
hehe nice https://t.co/yZrRqAR7Zm
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⁠Quality Investing with Aria
It was a valiantly fought war, and yet I still went for the least popular option 😂

New portfolio update just dropped. I explain my thoughts on the $PAYC sale and swap into $GOOGL

The new buys into $MA, $UBER. Parting ways with $EVVTY and more!!

Link in bio 🫡📈 https://t.co/nMRfFyMF9D
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⁠Librarian Capital
Katsenelson opined that "quality" business "will be accompanied by, or result in a high return on capital"

In other words, ROIC is output

Later he wrote that BNSF "return on capital & accounting profits overstate its true profitability"

So ROIC figures aren't always reliable

Vitaliy Katsenelson (IMA) defines "wonderful business"

"High-quality business with long runway of growth"

High quality = "significant competitive advantage", "which will be accompanied by, or result in a high return on capital & pricing power"; "so strong a monkey could run it" https://t.co/X5Rxf79Bu1 - Librarian Capital
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⁠Invest In Assets 📈
RT @InvestInAssets: This is Charlie Munger.

Munger is said to have the best 30-second mind in the world

His deep knowledge on psychological biases and mental models gave him a competitive advantage.

Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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⁠Quality Investing with Aria
2 days until I have to return back to this hell-hole.

My tuition compounded at 8% could be a down payment on a house. But no "you need a degree in this world to do anything" - 🤡🤓 https://t.co/wvMiKiO57u
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⁠Quality Investing with Aria
5 videos only this month. 2 of them were 1hr long deep dives. And another was uploaded just last night.

Despite the inactivity. The channel still did pretty well don’t you think 🤔 https://t.co/i8iqqmuUBR
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