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Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Launching End of September
I’ve learned that the best management teams build a capital allocation system that investors can understand, observe, and eventually trust, and after enough years of doing exactly what they said they would do, the market stops asking for proof every quarter.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube
Unfortunately, you’re never quite as smart as a rising stock makes you feel. And fortunately, you’re never as dumb as a falling stock makes you feel either.
You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube
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