Long-term investor | Graham, Buffett, Munger | 4-stock portfolio | Book notes & deep dives
Stockholm
Joined August 2013
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Anonymous investor in my 20s.
Compounding capital slowly, reading widely, thinking deeply.
🧵 Buffett made billions buying great assets at huge discounts.
I just found a company trading at 25% of replacement value — and paying me 7.5% while I wait for the cycle to turn.
Full case inside 🧵
#Oil #Energy #DeepValue #OffshoreDrilling
Valuation:
•~5x 2027 EBITDA
•~5x 2026 FCF
•Historic range: 5-7x
•Target: $65 = 150% upside
Scarce assets. Growing cash flow. Tight market.
One of the best asymmetric setups I see.
Har du läst årsredovisningen för det senaste bolaget du köpte aktier i? #fintwit #pratapengar
100%Ja, från pärm till pärm
0%Bläddrade igenom den
0%Nej, men tänkt att göra
0%Nej, aldrig gjort
1 votes • Final results”For whatever reasons, markets now exhibit far more casino-like behaviour than they did when I was young. The casino now resides in many homes and daily tempts the occupants.” -Warren Buffett, quoted in $PROT 24 Annual Report.
I only own 4 stocks.
No ETFs. No trading.
Just 4 carefully chosen businesses I plan to hold for years.
They share a few core traits:
•Capital discipline
•Owner-operators
•Predictability
Here’s what I own — and why:
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I don’t see concentration as a risk.
I see it as a consequence of understanding.
If you know what you’re doing, you don’t need 20 positions.
Buffett had 75% in 3 stocks. Munger had one.
So do I.
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I share ideas about long-term investing, capital allocation, and what I learn from reading.
If you’re building a quiet, principled approach to investing — stick around.
Follow @MarginofWisdom
Capital compounds. Wisdom, too.
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