Michael Huynh

[Calvin Blissett @calvinblissett]

Nobert Lou crushed it on $NVR in the late 90s, his writeups under Charlie479 on VIC are mandatory reading. You will be a better investor after reading this and gain valuable mental models to overlay on interesting real life examples. Norbert invested in Burlington Northern before Buffett. Joel Greenblatt gave him money. His investment in Brahma profiled here is legendary and similar to Buffett with Coke. I lastly loved his mental models on TGS Nopec
https://t.co/OZorTJIv9W

[ʙᴏᴛᴏʟ_ᴋᴇᴄᴀᴘ🍾 @Caplin_15]

👶🗣️ i Love Mama👧🤍✨

[Michael Huynh @MichaelHuynh96]

@Greenbackd Top indicator

[Michael Huynh @MichaelHuynh96]

@Larryjamieson_ At least he shifted his targets to something else other than FICO for now

[Michael Huynh @MichaelHuynh96]

@cloneinvestor @Hold_Quality It proves that The mortgage ecosystem does not simply see FICO and Vantage as equivalent, reducing tremendous risk of score shopping and waterfall.

also signaling the ecosystem continues to treat Vantage conservatively despite political push. FICO’s incumbent moat not dead yet

[Michael Huynh @MichaelHuynh96]

@0xiCapital Interest Rates + software narrative

[Michael Huynh @MichaelHuynh96]

@F_Compounders Redemption?

[Michael Huynh @MichaelHuynh96]

@HumanoCuriosoXx Religious places

[Michael Huynh @MichaelHuynh96]

@F_Compounders He also has some PH too I believe he mentioned it in some interview

[Michael Huynh @MichaelHuynh96]

@HiddenGemsInves $coke

[Matheus Lonning @mathlonning]

Here’s a list of my favorite small and micro caps:

$TRT
$BUKS
$WSTL
$SPCB
$SIF
$SPCB

[Chris Waller @HiddenGemsInves]

Some people think there are no quality businesses under a $300M market cap.

I have a list:

1. 20%+ ROICs
2. Leaders in niche industries
3. Founders with their net worth in the stock.
4. Almost no analyst coverage.

Here's one example:

Macfarlane Packaging (MACF) trades on 6x underlying FCF, is the leader in its industry, has a strong management team, and little debt.
What ‘hidden gems’ are you finding?

[marginofdanger @marginofdanger]

If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well...

$MCEM $WEBC $APTL $FMBL $BWEL(?)

[taobanker @taobanker]

Pangolin Asia, on investing 2% into $WMT IPO, and similarities with Indonesia's Alfamart

[Made in Japan 🇯🇵 @InvestInJapan]

Luxury Comps Global v 🇯🇵

Disc: I own JEH ($5889.JP)

[Rebound Capital @rebound_capital]

https://t.co/4D17849RLj

[Michael Huynh @MichaelHuynh96]

@CDInewsletter Public LBO

[Michael Huynh @MichaelHuynh96]

@_onlyscott Di Maria

[Varun Malhotra @varuninvesting]

Mark Leonard talking about Henry Singleton

and I'm watching glazing them both

$CSU.TO