Benjam H

Trying to understand great businesses and hold them for a very long time.

[Benjam H @BenjamH96]

BBB Foods https://t.co/k875iv01dN

[Benjam H @BenjamH96]

Right now the whole AI-theme is in my “too hard” pile.

Happy to wait and focus on other opportunities.
Anyone else?

[Benjam H @BenjamH96]

First article about a stock I own

https://t.co/QNq2C6fXLf

[Benjam H @BenjamH96]

Just published a short article on how I approach investing over the long term.

If you’re interested, I’d appreciate you giving it a read.

https://t.co/0bEKXxOkfL

[Benjam H @BenjamH96]

@WilliamGreen72 @RayDalio @ChrisBloomstran @RickRieder Would love to see more interviews with under-the-radar investors. Really enjoying the content, keep it coming!

[Benjam H @BenjamH96]

@CCM_Brett Sounds good!

[Benjam H @BenjamH96]

@CCM_Brett I'll definitely listen, but I thought it might be a bit early. However, you're right, it will be interesting to hear how these tariffs might affect your stocks right now

[Benjam H @BenjamH96]

@F_Compounders And this gets way too little attention, while being one of the most important things about businesses.

[Guy Spier 🇮🇱 🇺🇦 🇨🇭🇬🇧🇮🇷🇦🇪 @GSpier]

Which even do you think will end up being judged by history as the bigger disaster?

1. Biden's disastrous withdrawal from Afghanistan in 2021?

2 Trump's capitulation to Putin on Ukraine in 2025?

[Finding Compounders @F_Compounders]

This chart should be the reason you do not pay any attention to earnings forecasts

[William Green @WilliamGreen72]

If you missed it, here's the latest @RicherWiserHappier podcast episode: an extremely rich conversation with legendary investor Terry Smith:
Listen: https://t.co/1MFHAC6Egm
Watch: https://t.co/AdsRpR6lgQ

IN THIS EPISODE, YOU’LL LEARN:
00:01:20 - How Terry Smith was shaped by poverty & violence.
00:25:12 - How he achieved fame by exposing financial deception.
00:37:35 - What he looks for when identifying great businesses.
00:45:13 - Why many of his favorite companies are 100 years old.
00:51:30 - Which sectors he shuns & which he likes.
00:57:12 - How Microsoft embodies what he loves in a business.
00:59:12 - Why it’s worth paying up for the best companies.
01:13:37 - Why the US is his favorite place to invest.
01:25:24 - How being a CEO made him a better investor.
01:39:34 - Why he refuses to speak with brokers or read their research.
01:42:24 - Why it’s hard to be successful professionally & personally.
01:56:59 - Why he’s deeply skeptical about Tesla.

[Thomas Chua @SteadyCompound]

Underrated financial metric: Return-on-invested- brain-damage

If the return isn't high enough to justify the brain damage, move on.

[The Investing for Beginners Podcast @IFB_podcast]

Peter Lynch Checklist

h/t @kuttrapali26 for the find.

[Investment Wisdom @InvestingCanons]

"We have to invest in the world we live in, and not the world we want."

— Charlie Munger

[Investment Wisdom @InvestingCanons]

"Fundamental value investing will always be relevant. To succeed, always buy for less than what it is worth, and be smarter than the market. It will never go out of style."

— Charlie Munger

"Value investing remains the best course."

— Julian Robertson

[William Green @WilliamGreen72]

I'm excited to share the latest episode of the #RicherWiserHappier podcast: my conversation with legendary investor Terry Smith. This is one of my all-time favorite episodes. To listen or watch: https://t.co/4ennu819mC

[Benjam H @BenjamH96]

@WilliamGreen72 Can’t wait to listen!

[Finding Compounders @F_Compounders]

Li Lu explains a concept from Charlie Munger that a few investor truly understand .

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