Progressive Capital

[Progressive Capital @progressive_cap]

Had the opportunity to read "The Outsiders" this weekend and here are the author's lessons from the exceptional CEOs (*part of chapter 9):

#TheOutsiders #Thorndike #ExceptionalCEOs #CapitalAllocators #Contrarians

[Progressive Capital @progressive_cap]

@deepvalueco https://t.co/mnwj6k0MK6 > https://t.co/xnj2Gixs6A

[Progressive Capital @progressive_cap]

@compoundpapi African Canadian American 🙂🙂

[Progressive Capital @progressive_cap]

@EverydayCap His successor could continue with the same arrangement?

[Progressive Capital @progressive_cap]

@CDInewsletter I’ve seen innovative way from united which designed larger bins to allow for sideway stacking. Believe it’s a value prop just like how car dealers play with different parameters to close deals.

[Progressive Capital @progressive_cap]

@clubmaliboo It doesn’t solve the redemption issue, no?

[Progressive Capital @progressive_cap]

@MananaInvesting Excellent call on this!

[Progressive Capital @progressive_cap]

Andrew Pastor on turnaround stocks: they come in three flavors which are when 1) business model changes, 2) leadership transforms the company, and 3) existing management learns from the past.

#EdgePoint #AndrewPastor

[Progressive Capital @progressive_cap]

@OutSkied Let’s see about that.

[Progressive Capital @progressive_cap]

@VanIsleInvestor It should buy back more with this TSX deletion.

[Progressive Capital @progressive_cap]

@SteadyCompound Well, not the worst outcome if you intend to buy back stocks

[Progressive Capital @progressive_cap]

@TidefallCapital What’s your take/implication?

[Progressive Capital @progressive_cap]

Peter Lynch paying tribute to Allan Gray (~10:35) #AllanGray
https://t.co/OWLBNNSNyp

[Progressive Capital @progressive_cap]

@EatReadnRepeat I would add that your best relationships are the ones that create opportunities for your career. It’s partly law of attraction. It requires conscious effort and a mutual respect mindset. Naturally, time is a key constraint.

[Progressive Capital @progressive_cap]

@ohcapideas Isn’t this the reason Buffett doesn’t like auction/bidding.

[Progressive Capital @progressive_cap]

@dublinpubfan @ACIPartnerhship Did they touch on valuation at all? Presume the lax pricing and margin could be modelled.

[Progressive Capital @progressive_cap]

@compoundpapi Good for you.

[Progressive Capital @progressive_cap]

Dahaner's business model nicely summarized by Palisade. #Palisade $DHR

[Progressive Capital @progressive_cap]

@MananaInvesting Lesson from the Titans.

https://t.co/cQMCx6tAO3

[Progressive Capital @progressive_cap]

When one adapts to environment, and combines a value mindset with quality that compounds over time. Jellison’s legacy lives on. #ROP #CSU