⁠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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⁠Finding Compounders
The Competitive Advantages of Permanent Capital

- Pershing Square https://t.co/xPsRfiSUvt
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⁠The Kobeissi Letter
Key Events This Week:

1. S&P Global Manufacturing PMI data - Monday

2. CB Consumer Confidence data - Tuesday

3. February New Home Sales data - Tuesday

4. Atlanta Fed GDPNow data - Wednesday

5. US Q4 2024 GDP data - Thursday

6. February PCE Inflation data - Friday

We are now 10 days out from President Trump's reciprocal tariffs day.
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⁠Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance

Source : BCG Analysis and Morgan Stanley Research https://t.co/rj98U0LZgP
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