Quality Capital 🇺🇸

Only quality investing
ISTJ

[Quality Capital 🇺🇸 @fmfollowup]

The valuation is rarely "cheap" because the business quality is rarely in doubt.

[Quality Capital 🇺🇸 @fmfollowup]

@doruukkurt Berkshire-GEICO

[Quality Capital 🇺🇸 @fmfollowup]

@TonyNguyen76643 @WOLF_Financial Loser having 300 million $ of net worth?

[Quality Capital 🇺🇸 @fmfollowup]

@business They are lucky if they don't go bankrupt in a few years.

[Quality Capital 🇺🇸 @fmfollowup]

@marginvalley $SPGI in the low 300$s only in a financial crisis or smth.

[Quality Capital 🇺🇸 @fmfollowup]

@kenarwong @0xtechquity Yes?

[Quality Capital 🇺🇸 @fmfollowup]

@favreaujoe63 @negligible_cap She won't

[Quality Capital 🇺🇸 @fmfollowup]

@Psikobilim_ Otizmi bu çerçevede nasıl sınıflandırmak gerekir?

[Ian Cassel @iancassel]

It isn't a drawdown until you hesitate to buy more of something you believe in.

[Ian Cassel @iancassel]

The longer I invest the more I realize you get 1-2 great opportunities every few years. The rest of the time is spent wondering if you will ever get another great opportunity again and convincing yourself to own mediocre opportunities while you wait. Mediocrity is the price you pay for impatience.
https://t.co/JpDQynH26S

[Quality Capital 🇺🇸 @fmfollowup]

@gnufs I was reading the report just now.

Do you think the increasing debt (I know it's still between the management's net debt/ebitda target range but still) might be a problem in the long run?

[Ian Cassel @iancassel]

When a stock is rising you justify paying up.

When a stock is dropping you justify waiting.

Often times in the same stock.

[Quality Capital 🇺🇸 @fmfollowup]

@DeCaignyCapital I'm not sure if $UBER is a high quality business tho

[Quality Capital 🇺🇸 @fmfollowup]

@banu_abla_fin Bu iş modeli oldukça dezavantajlı değil mi firma için?

[Quality Capital 🇺🇸 @fmfollowup]

@shaguncrypto This is a dumb take. You'd pay cash if you have the money anyway.

[Quality Capital 🇺🇸 @fmfollowup]

@haskologlu OMG

[Quality Capital 🇺🇸 @fmfollowup]

@bariscanyazici Perşembe günü verilen geri alındı, değişen bir şey yok.

[Quality Capital 🇺🇸 @fmfollowup]

@Psikobilim_ Teşekkürler