Edwin | Business Principles

Business analysis through the lens of competitive advantages and thinking in systems.

[Todd Wenning @ToddWenning]

This morning I published a profile of UK-based Games Workshop (#GAW).

(Not to be confused with GameStop!)

GW is the maker of the Warhammer tabletop game and associated IP. It's a high ROIC business led by a thoughtful management team and worth getting to know.

[Inversión Fundamental @InversionFundam]

La próxima compañía que veremos sera Nintendo de la mano de @Sempiterno_Inv

Pronto daremos a conocer la fecha ✍️

[Edwin | Business Principles @Biz_Principles]

@alc2022 Good Value! :)

[Todd Wenning @ToddWenning]

New post on a few topics. (link in bio)

[Xisco | Business Picker @bizpicker]

🔗 En mi perfil

[andrew arruda @andrewarruda]

"marcus aurelius says your only focus should be on getting better at what you're doing. focus on what you're doing. get better at what you're doing. everything else is a complete waste of time."

[Edwin | Business Principles @Biz_Principles]

@BaronCapital @foso_defensivo @jesalbo

[Xisco | Business Picker @bizpicker]

🗣 Ken Langone: "La persona más importante para la empresa es la que está en contacto con el cliente.

Si ese cliente consigue lo que quiere a un precio justo y siente que ha recibido un gran servicio, no volverá a ir a ningún otro sitio."

🔗 Enlace en mi perfil

[Evan @StockMKTNewz]

Jeff Bezos showing off Amazon’s $AMZN first office 👀

[Todd Wenning @ToddWenning]

This weekend's post discusses ways long-term investors can use momentum metrics, how to invest in "casino-like" markets, and has two music recommendations.

[Xisco | Business Picker @bizpicker]

Análisis de Bunzl plc $BNZL

🚚 Distribuidor especializado B2B
⚓ Ingresos resilientes
📈 Mercado fragmentado con oportunidades de reinversión
🧬 Gran cultura centrada en el cliente

Enlace en mi perfil

[Edwin | Business Principles @Biz_Principles]

@BBGreatMoments @jesalbo

[Dalius - Special Sits @InvestSpecial]

A fresh review of ongoing M&A cases.

Plenty of opportunities with 20%+ spreads: https://t.co/fxxjyybQgI

81% $BATL
47% $GAN
45% $CPRI
38% $HA / $ALK
34% $ACI / $KR
33% $X
24% $BEST
19% $HMST / $FSUN
18% $DFS / $COF

Also, a download-ready table with all the info.👇

[Todd Wenning @ToddWenning]

In this post, I took a brief look at interesting SMID-cap companies based in the UK, Sweden, France, Denmark/Faroe Islands, and Canada. Two of the summaries - Rotork (UK) and Thule (Sweden) - are available for free.

[Edwin | Business Principles @Biz_Principles]

@bizpicker

[Xisco | Business Picker @bizpicker]

📩 Nuevo artículo

Esta vez os comparto una reflexión que me vino a la cabeza viendo la serie de Succession, mi opinión sobre las entregas de vehículos de Tesla, y más cosas...

🔗 Enlace en mi perfil

[Xisco | Business Picker @bizpicker]

Ya tenéis disponible un nuevo artículo

👔 Cambios en mis procesos de inversión
💼 Distribución de activos
📊 Evolución del patrimonio
🛒 Dos nuevas adquisiciones y una ampliación

Enlace en mi perfil

[Sidecar Investor @sidecarcap]

This tag team piece by @Connor_Leonard and @JohnHuber72 is by far the best capital reinvestment discussion I’ve read.
https://t.co/7pRTgms3eK

[Finding Compounders @F_Compounders]

Warren Buffett explains how Berkshire selects their stocks

[Edwin | Business Principles @Biz_Principles]

@F_Compounders Thanks for sharing