Judas Goat
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
Have you ever stopped to think about what truly went into creating one of the most iconic works of art in history?
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
This presentation isn't what you are expecting, but I think you will enjoy it.
Ron talks about finding great leaders and helping to build and scale platform companies.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.
Companies and shareholders will end up deserving each other, and our job is to find the ones that deserve to be found.
I was recently interviewed by Kyle Grieve on The Investor's Podcast.
The company has a vision of becoming $1 billion business that “owns” the fresh deli space, through a combination of organic growth and acquisitions.
When I reflect on all my big winners and most of the top performing companies profiled on MicroCapClub - EVERY SINGLE ONE was an ugly duckling at one point.
Over time you realize finding ideas before others often means finding ideas with others. Stock picking isn’t a zero-sum game.