⁠Finding Compounders
Over the past 26 years Tom Russo has returned. 15.5% annually .

He answers how he chooses an appropriate discount rate. https://t.co/bZbyrgo568
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⁠Finding Compounders
John Galbraith

Disregard Short Term Forecasts and Predictions https://t.co/ufafb8kX3g
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⁠Finding Compounders
“Once the holding period extends into the 10 year and 20 year range, returns are mostly entirely explained by fundamentals. In the long term fundamental matter”

Source: Seilern Asset Management https://t.co/hKji2B7enP
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⁠Finding Compounders
Why Walter Schloss is Such a Great Investor https://t.co/s4IRqwD8EE
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⁠The Kobeissi Letter
Key Events This Week:

1. CB Consumer Confidence data - Tuesday

2. March JOLTs Job data - Tuesday

3. US Q1 2025 GDP data - Wednesday

4. March PCE Inflation data - Wednesday

5. April Jobs Report - Friday

6. ~25% of S&P 500 companies report earnings

We have a very busy week ahead.
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⁠soken
the last thing you see before altseason https://t.co/7U43Y7qHUD
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⁠Finding Compounders
Why Most Investors are Mostly Wrong Most of the Time https://t.co/wjVIN3cK3J
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⁠The Kobeissi Letter
BREAKING: China’s Huawei has developed a new AI chip seeking to match Nvidia, $NVDA, per WSJ.

This comes just weeks after the U.S. restricted Nvidia’s H20 chip sales to China.
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