Finding Compounders
Size Matters

Size does have a negative effect on performance

A concerned investors letter to Bruce Berkowitz’s on his decision to keep the fund open https://t.co/Rzy290VpyL
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Finding Compounders
Michael Burry’s investment strategy

Source:@marketplunger1 https://t.co/etV7GsMBbB
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Finding Compounders
Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/vLVd3Ms8kh
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Finding Compounders
Seth Klarman on Behavioural Factors https://t.co/4PmVm4Xahh
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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/Ud8Cbk6FxM
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Finding Compounders
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”

What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/I2GNiU297m
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