Guy Charles

Seeking the next Gillette, See’s, and Coca-Cola. Remember: r ≫ g. It’s never different this time. Always invert.

[Guy Charles @CompounderGuy]

@BillAckman ❤️🙏

[Guy Charles @CompounderGuy]

@DellAnnaLuca This assumes that price and value are equal though 😁

[Guy Charles @CompounderGuy]

@thsottiaux It would be nice to have a “slower” version but that allows for more compute. Trading off speed and capacity so to speak.

[Fiscal.ai @fiscal_ai]

12 "Boring Stocks" that crush the market:

1. United Rentals $URI

10yr Total Return: +1,117%

[Dividend Growth Investor @DividendGrowth]

Dividend Kings are companies that have managed to increase annual dividends for at least 50 years in a row

There are a record 52 dividend kings in the US

https://t.co/hdNvog4JHX

[European Dividend Growth Investor @European_DGI]

Does anyone know if there's somewhere a continuation of David Fish's CCC-list?

I just noticed that Portfolio Insight discontinued it... https://t.co/fHYkOCn1op

[Brad Kaellner @bkaellner]

Here is my periodic update of what I believe Chris Mayer of Woodlock House Family Capital owns

I've also included 13 additional companies that seem to match his investment framework

[Finding Compounders @F_Compounders]

Why Walter Schloss is Such a Great Investor

[Guy Charles @CompounderGuy]

@BillAckman @HowardHughesHQ @CompounderMatt

[Guy Charles @CompounderGuy]

@tsaicapital @mihaljevic What kind of presentation did you send? Out of curiosity and learning

[Guy Charles @CompounderGuy]

@BradoCapital @finchat_io ... to get avg. 5 Yr EV/EBIT, avg. 5 Yr EV/OCF, and so on. We ❤️ FinChat 😁.
P.S. If you’re going to Omaha this year, drop a line. 2/2

[Guy Charles @CompounderGuy]

@finchat_io small bug report with the new version: in the dashboard, I cannot sort the stocks according to any metric (say, avg. 5 Yr ROIC). It worked before!

[Guy Charles @CompounderGuy]

@BradoCapital @finchat_io Thanks! 🙏 Since FinChat always listens customers, this is another idea. Other useful metrics that you could add are the average multiples. You’ve done a great job with returns (ROIC, etc.) and growth numbers (revenue, etc.), but it’d be v good... 1/2

[Guy Charles @CompounderGuy]

FYI @BradoCapital

[Guy Charles @CompounderGuy]

@F_Compounders Love these old articles

[Finding Compounders @F_Compounders]

Warren Buffett mentions and praises Walter Schloss’ operational style in a letter to the Lantana Group.

[Guy Charles @CompounderGuy]

@TihoBrkan It would be nice to read a list 😊

[Guy Charles @CompounderGuy]

@BillAckman @CompounderMatt

[Guy Charles @CompounderGuy]

@European_DGI @CharlesSchwab I read around and if the information I read and my understanding are correct, the problem is that 1) they are open to MiFID Professional in the EU and 2) PRIIPs is incompatible with U.S. law.

[Guy Charles @CompounderGuy]

@European_DGI @CharlesSchwab What can we do about it? Should we start a petition? I believe many people agree with us.

[Guy Charles @CompounderGuy]

@eqbullero98 @European_DGI @CharlesSchwab So you can buy $SPY or $VOO, for example? Is it because you are classified as MiFID Professional?