⁠Finding Compounders
Pat Dorsey, the former director of equity research at Morningstar, explains why good management itself would not qualify as a moat.

Thoughts ? https://t.co/KxDYGIJjpr
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⁠Capital Employed
Essential weekend reading if you're into your small cap natural resource stocks...

https://t.co/s4888uyfF2 https://t.co/DcJxhPNNoz
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⁠Alvin
Shot on Xiaomi 15 Ultra. 📸 https://t.co/lAzXRXoKyh
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⁠The Investing for Beginners Podcast
Free cash flow is the lifeblood of every company.

Predict free cash flow with ease:

- Historical trends matter.
- Market insights lend perspective.
- Analyze capital expenditures closely.
- Industry benchmarks guide predictions.
- Future cash flow: A blend of art and science. https://t.co/58RPWVEJIE
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⁠Finding Compounders
80% of volatility is diversified in the first 8 stocks

Source: Dorsey Asset Management https://t.co/97npE0ANuM
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⁠Hidden Value Gems
RT @HiddenValueGems: Francois Rochon on four categories of investment risks:

1⃣ Portfolio diversification
2⃣Quality of the companies held
3⃣Stock market valuations paid
4⃣Investor’s own behaviour

1 || Portfolio diversification. "Our experience and analysis show that a portfolio of twenty or so securities considerably reduces the risk of having too much concentration in a few securities.

"This is a figure that represents a good balance between having enough securities to obtain a greater probability of doing better than the average while having a reduction in the risk associated with too much concentration."

🧵👇

1/4
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⁠The Investing for Beginners Podcast
Want to invest in insurance companies?

You MUST understand the combined ratio.

Let's learn more ⬇️🧵 https://t.co/5tEO83zXRW
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⁠App Economy Insights
📊 This Week in Visuals:

📦 Pinduoduo $PDD
⚙️ Micron $MU
🚚 FedEx $FDX
⚡️ NIO $NIO
📝 Asana $ASAN
💳 StoneCo $STNE
and more!
https://t.co/F5mCXx84lx
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