Warren Buffett once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.” And luckily for us, we can learn to find these. Let's break it down:

Capital light vs. capital heavy business models:

Investing in a company just because it is cheap, is a value trap Shorting a company just because it is expensive, is a death wish

Giverny Capital's track record shows what a small annual outperformance can mean over decades:

Attributes of a great investor:

70% of aspirational consumers have walked away due to misaligned prices, but 50% still spend money on the same brand or in the sector:

Charlie Munger on value vs. growth investing:

When to sell a stock:

Everyone quotes Buffett: "Be greedy when others are fearful", but fail completely to do so when markets are red.

Product quality is king in luxury, not logos:

What part of the business life cycle do you invest in? I like the intersection between high growth and mature growth.

Everyone wants a multibagger But 90% of investors panic sells when the stock drops 50%

TSMC report 69% YoY profit increase and a 51% revenue increase, stock down -1.9% in pre markets:

BCG is expecting the luxury market to recover in 2027 and beyond: