Francesco DP

Italian guy passionate about economics, finance, history and religion. Weird combination of interests, isn't?

[Francesco DP @EgoSumFrancesco]

@CatholicSat Thank you for the post, one correction: the small church Jesus asked saint Francis to repair is not the Porziuncola but the church of saint Damian, in Assisi, where many years later saint Claire died.

[Francesco DP @EgoSumFrancesco]

@DimitryNakhla Fully agree on everything. In Watchlist.

[Francesco DP @EgoSumFrancesco]

@DudeWhoInvests 0,13% of Amazon’s market cap…

[Francesco DP @EgoSumFrancesco]

@WSJ

[Francesco DP @EgoSumFrancesco]

@poperespecter1 Well, X/Twitter has become home to people belonging to a specific political ideology, just look at the owner… So don’t be surprised if news or posts that don’t align with that ideology are not positively welcomed.

Unfortunately ideologies of any kind totally blind people.

[Francesco DP @EgoSumFrancesco]

@dissolution1806 @countmaculad @poperespecter1 @jzzpere You simply misinterpreted it while ignoring all the other public statements by pope JPI confirming and defending what the Council said about religious freedom.

[Francesco DP @EgoSumFrancesco]

@dissolution1806 @countmaculad @poperespecter1 @jzzpere “We all agree that there is only one true religion. Anyone who is not convinced by Catholicism has the right to profess his own religion. Don’t be afraid of seeming to strike a blow against the truth when you grant a person the right to exercise his freedom.” — Albino Luciani

[Francesco DP @EgoSumFrancesco]

@dissolution1806 Source: Osservatore Romano, the Vatican newspaper.

https://t.co/iwFfng8N2u

[Francesco DP @EgoSumFrancesco]

@dissolution1806 We all agree that there is only one true religion... Anyone who is not convinced by Catholicism has the right to profess his own religion. Do not be afraid of seeming to strike a blow against the truth when you grant a person the right to exercise his freedom.” — Albino Luciani

[Francesco DP @EgoSumFrancesco]

@countmaculad @dissolution1806 @poperespecter1 @jzzpere The link doesn’t show the quote… there’s little to reply…

[From Growth To Value @FromValue]

"Talent is a pursued interest."

Bobb Ross

[Francesco DP @EgoSumFrancesco]

@realroseceline @GabGrowth that's high conviction!

[Francesco DP @EgoSumFrancesco]

@brettgardner_10 Bought today the Snowball effect thanks to huge discout on kindle version on Amazon!

[Francesco DP @EgoSumFrancesco]

@brettgardner_10 @ivanhoetore14 My favorite chapter of your book!!

[Francesco DP @EgoSumFrancesco]

@pernasresearch Munger had a better CAGR than Buffett for more than a decade and convinced Buffett to go into quality businesses instead of cigar butts because it was the only strategy scalable…

[Francesco DP @EgoSumFrancesco]

@realroseceline depends on (1) pricing power and (2) future prices for GPUs. Some of these companies have huge pricing power on their customers while, when current capex cycle will end, GPUs prices may go down due to excess of capacity and more efficient technology, making new capex cheaper.

[Francesco DP @EgoSumFrancesco]

@realroseceline Clever analysis, especially the part about risks and need for excellent execution.
Great company, attractive valuation, with potential risks that require constant monitoring.

[Francesco DP @EgoSumFrancesco]

@DimitryNakhla that is 7% of the total market cap, very interesting

[Francesco DP @EgoSumFrancesco]

@ariaradnia if that fcf yield goes to 8%, I am going to sell my house and invest all my money in Mastercard XD