⁠iinvested
1Q'25 Middle Coast Investing on $ECG, $SON

More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/dYRm3LYSqb
tweet

⁠Finding Compounders
What Makes a Stock Grow ?

Source: https://t.co/kLd7FeqxvZ https://t.co/NbduX5x6Is
tweet

⁠Finding Compounders
Sustaining top line growth https://t.co/vru5kBX7VP
tweet

⁠Investing visuals
$NFLX vs $SPOT: who's your favorite? 🍿🎵 https://t.co/1lVODfcrFq
tweet

⁠Finding Compounders
You might want to read this

Source :@pitdesi https://t.co/eohMYRQhH3
tweet

⁠App Economy Insights
$NFLX Netflix wants to triple profits by 2030.

📈 Margins expanding
🍿 Global hits on deck
📢 Ad engine revving up
💰 $1 trillion valuation target

Let’s break it down. 👇
https://t.co/cR3aETyiCN
tweet

⁠Finding Compounders
Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school

A Berkshire shareholder then asks them how they would teach business valuation and this is what they said : https://t.co/kmwfXTvBUN
tweet

⁠Finding Compounders
How management should think about Capital Allocation

Source: @ashishkila https://t.co/9cCq3bAxyc
tweet