Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
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.