Bingo… that’s why Shorting is a mugs game. Little of what you learn transfers

Chuck Akre on why people keep interrupting the compounding process 👇

This is a must read from Warren Buffett

What about Holland Advisors…!

I agree. I own.

I’ve not reposted this for a month or two now, so it must be time! I never tire of it…thx Charlie..

That intelligent, well paid people have the audacity to even try such things with huge dollops of other peoples money ( and charge them for the privilege)always amazes me! 🤷‍♂️🤦

$NU Yup 👍 The viral success of NuBank stunned me when I first discovered it. It was so successful and I’m naturally so skeptical that I thought maybe it was some kind of ponzi scheme or fraud. But low and behold, it’s one of the finest financial institutions in LATAM.

Morgan Housel on investing:

Thx Simon, Hopefully it has aged well..

$NVDA deigns the shovels. $TSM makes them

Happy Birthday Warren..

"Mastery is the best goal because the rich can’t buy it, the impatient can’t rush it, the privileged can’t inherit it, and nobody can steal it. You can only earn it through hard work. Mastery is the ultimate status." Derek Sivers

Lou Simpson is one of my idols. As I’m a sole PM focusing on just one fund, I can relate to this quote. Thx Sidecar Investor

Are mkts just an AI momentum bubble bursting?..🤔I’m not so sure…read my piece below…: “At Berkshire, we particularly favor the rare enterprise that can deploy additional capital at high returns in the future“ WB hollandadvisors.co.uk/2024/09/05/sep…

Love this, and so true.

There is something special about $AMZN's customer obsession culture that you have to admire. From a Former $AMZN employee: "they are obnoxiously customer-obsessed. They don't talk about competitors in the internal meetings. It's not even an appendix bullet point in a QBR. It's

For a shareholder in #FRAS this is an interesting read. After all it was $NKE that first pushed M.Ashley into a corner over its discounting(c.2016), then starving it of inventory… much has changed.