⁠Finding Compounders
How can two investors having the same stocks in their portfolio have different results?

I answer that question in my latest newsletter post

The link is in my bio https://t.co/1aOGaHlwQz
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⁠Stock Analysis Compilation
Baron Health Care Fund on Wave Life Sciences Ltd. $WVE US

Thesis: Wave Life Sciences Ltd. is developing innovative RNA-based drugs, particularly excited about their exon-skipping treatments for Duchenne Muscular Dystrophy and a promising RNAi obesity drug, supported by strong preclinical results and a novel RNA-editing platform.

(Extract from their Q4 letter)
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⁠Finding Compounders
Charlie Munger’s answer when asked on when to sell .

Investors need to adopt this kind of thinking

“Find Costco’s, not good exits” https://t.co/vmHS4xe6bk
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⁠Stock Analysis Compilation
Alger Mid Cap Growth Fund on Astera Labs $ALAB US

Thesis: Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.

(Extract from their Q4 letter) https://t.co/GSZJw0ij03
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⁠Finding Compounders
Thoughts on Nobert Lou’s portfolio ? https://t.co/mJjIs8RRTb
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⁠Quiver Quantitative
Airship AI stock has now risen 258% since we posted this last year.

We post insider alerts on @InsiderRadar these days.

Check it out if you haven't yet! https://t.co/cOZGOTP41s
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⁠Quiver Quantitative
Here's an update on Nancy Pelosi vs. The Market.

Track politicians' portfolios on Quiver. https://t.co/y8kuAM3LD3
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⁠Finding Compounders
Next Read

https://t.co/n0Io5D4MbT https://t.co/otxUH5ARYZ
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⁠Finding Compounders
Are these the new Warren Buffetts ?

This article was written in 2012

Are the investors mentioned still beating the market ? https://t.co/MbufpVU5rd
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