Compounders Near 52-Week Lows: Berkshire & Copart
Great businesses rarely go on sale. When they do, it is worth paying attention. $BRK $CRPT
https://t.co/IucRhBY1Jz
Here is a deep dive on two of the best near their lows. Hope you enjoy - Sam
Heads I Win, Tails I Don't Lose Much: The Dhando Investor
@MohnishPabrai distills value investing into its simplest and most powerful form in my personal favorite book: The Dhandho Investor.
https://t.co/2KpcMVMhLX
Here is what it teaches about asymmetric bets.
I refuse to let Landon Hairston’s heroics overshadow Dean Toigo.
He’s (now) 8-for-his-last-13 with 4 doubles, 1 homer, 5 RBIs, and came into today with a 1.216 OPS, nearly .100 points higher than when he won Co-Mountain West Player of the Year last season.
@DevilsDigest
Peter Lynch ran the Fidelity Magellan Fund for 13 years, averaged 29% annually, and beat the market in 11 out of 13 years. Today I want to share with you my biggest takeaways from his timeless insights.
Latest Blog by Sam: https://t.co/NXnku8fKz1
Nick Sleep: The Greatest Investor You've Never Heard Of
921% returns.
https://t.co/7Twb3Ta3zq
A fund closed voluntarily at its peak. And a set of investing letters so rare they were once called the Dead Sea Scrolls of finance.
https://t.co/QPGwpLhE7X
@MohnishPabrai 's Wagons ETF has taken a 4.80% position in Constellation Software — one of the greatest capital allocation stories ever told. Here is why it matters and what the stock analyzer says about value.
- NEW Blog By Samuel Krakowski