Partnership Investing

Investor. Interested in global high-quality companies

Read my work @ open

[Partnership Investing @PartnershipInv]

Subscribers to Global Quality Investing have received a new write-up about $MEDI Medistim.

$MEDI is another quality European compounder that deliver a 33% total return p.a. for the last decade.

Find out how they got there here:
https://t.co/eROEM282Gn

[Partnership Investing @PartnershipInv]

@SleepwellCap Look at Lightfield and Attio, newer breed of CRM with free trials

[Partnership Investing @PartnershipInv]

@HedgeyeComm Congrats, how can one read it?

[Partnership Investing @PartnershipInv]

@LuisVSanchez777 Maybe. But what is a SK e-commerce business worth at this level of penetration and declining demographics?

[Partnership Investing @PartnershipInv]

@SteadyCompound Any chance you could share the PDF?

[Partnership Investing @PartnershipInv]

@SteadyCompound Hey, how were you able to read/access?

[Sophon Microcap Atlas @Sophonatlas]

We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service

[Partnership Investing @PartnershipInv]

@bizalmanac @SleepwellCap @FocusedCompound Would agree. Excellent pod on sometimes little covered businesses or industries. Deserves more exposure

[Partnership Investing @PartnershipInv]

@AndrewRangeley @HiddenGemsInves Thoughts on likelihood of 100% of FCF to be reinvested given history of being less.

Thoughts on durability of Geotek earnings. Important as its large % of the EV and founders recently left (to be expected, but always biggest risk is lost knowledge)

[Partnership Investing @PartnershipInv]

@shomikghosh21 Need the checkmark

[Partnership Investing @PartnershipInv]

@JerryCap Question is if new apps can be good enough or cheap enough to overcome switching costs and distribution advantage incumbents have

[Partnership Investing @PartnershipInv]

@JerryCap People forget the savings to ship code apply to everyone, legacy and de novo (perhaps not equally). How many more features/products would CSI VMS ship if cost to do so went down? Switching costs is still the main issue imo new entrants need to overcome.

[Partnership Investing @PartnershipInv]

@HiddenGemsInves Main question is if they will actually reinvest 100%. David is conservative and disciplined on valuation, which is good. While he wont waste shareholder capital, not investing enough could drag down the compounding. Also need a real view on quality of Geotek given % of EV

[Partnership Investing @PartnershipInv]

New episodes out by @_inpractise. New weekly series on primary research.
https://t.co/4QCGHl4RdR

@chriswmayer @SleepwellCap @ElliotTurn @Anrosenblum

[Partnership Investing @PartnershipInv]

@longriver_hk @brendangered More freedom to innovate on UX too. Feedback loop must be much faster without regulators breathing down your neck

[Partnership Investing @PartnershipInv]

@longriver_hk @brendangered Less KYC requirements or Responsible Gaming limitations. Makes sense

[Jerry Capital @JerryCap]

$EVO

h/t @_inpractise

[Timothy Liu @timothyhliu5]

As long as GGR is generated, who cares about the source right? $EVO

"when the police officially announced they would track down online casinos, many brands became afraid and wanted to leave the market. This...created an opportunity for new brands that didn't care about the law"