Finding Compounders
A wonderful article by James Montier on the 10 Lessons Not Learnt https://t.co/Bwt0ONj4nN
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Finding Compounders
Buffett’s playbook is simple: invest in businesses run by people he’d gladly partner with.

After merging Star Furniture with Nebraska Furniture Mart, he let the same teams keep running the show. https://t.co/kYh1np9SJC
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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/h1tdlHLnwI
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Finding Compounders
Opportunities for Patient Investors

Seth Klarman https://t.co/beR6U4nqha
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Finding Compounders
When to sell according to Buffett and Munger https://t.co/xIj3s4WBNU
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Finding Compounders
Great piece by Charlie Munger

A Parody about the Great Recession https://t.co/zZHzCPnxis
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