Looking for businesses with high returns on capital in hopes of finding compounders. I'm starting with the A's and going through the Z's. Not investing advice.
Joined March 2022
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Possible Value Research retweeted
Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs.
Possible Value Research retweeted
Here is a 16 hour Timelapse of an embryo building a central nervous system so 25 years from now it can drill natural gas wells for sub 10% IRR
Possible Value Research retweeted
drop the non, just “profit” it’s cleaner
New: Sam Altman has told shareholders that OpenAI is considering becoming a for-profit company that would no longer be controlled by a nonprofit board theinformation.com/articles/…
Possible Value Research retweeted
“A DCF is like the Hubble telescope - turn it a fraction of an inch and you're in a different galaxy.”
- Curtis Jensen
Possible Value Research retweeted
The Reddit COO making $92mm looking at all the users who contribute content for free
Possible Value Research retweeted
Nvidia’s net income rose 769%.
To put that in perspective, that's nearly 770%.
Possible Value Research retweeted
It amazes me the percent of people who claim to be long-term investors who spend all of their time focused on trying to predict the next year’s numbers.
Possible Value Research retweeted
A curation of the best write-ups we enjoyed this month.
Featuring...
@OverlookedAlpha
@ConserValue
@MrMarketMis
@SebKrog
@PossibleValue
@gw_investing
capitalemployed.com/p/hearin…
Possible Value Research retweeted
This is pretty cool. In the 2nd edition of Security Analysis (1940), Graham & Dodd talk about the importance of intangibles and cite Lawrence Bloomberg's, "The Investment Value of Goodwill." Dodd was the first to check it out of the @Columbia library. @CenterDodd h/t Kent Daniel
Possible Value Research retweeted
The end game for many overconfident managers (which we are witnessing real time) is an inability to admit mistakes, blind conviction in uncertain situations, and mistaking a long investing time horizon for stubbornness.🍿🍿🍿
Possible Value Research retweeted
Some days New York City is hard. But then there are days when you find yourself on a subway car filled with children singing "We Don't Talk About Bruno." Today was one of those days.
Possible Value Research retweeted
However: "There is a tendency to equate activity with getting things done. In money management it just doesn't work that way. Very often the people who make fewer but bigger decisions tend to do better than those who are making a lot of decisions in the name of being busy."
Possible Value Research retweeted
How hard should investors work? @mjmauboussin
"Work hard, but not too hard. This means always having your mind working, and reading as much as you can, not only in the financial area but in other areas, to build and fortify the mental models necessary to become successful."