If you're looking to research an incredible company have a look at Evolution AB.
Let's dig into 10 interesting points on this company that make it super high quality.
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$EVO $EVO.ST $EVVTY
"Generally, I think it’s quite smart to identify some investors you regard as very skilled, and carefully examine everything they’re buying, and copy what you please. I think you have a very good idea."
--- Charlie Munger
The best investors in the world:
• Warren Buffett
• Peter Lynch
• Terry Smith
• Joel Greenblatt
• Benjamin Graham
• Li Lu
• John Templeton
• Mohnish Pabrai
• Jack Bogle
• Rakesh Jhunjhunwala
• Charlie Munger
1 important lesson from each:
Mohnish Pabrai once said:
“I'm a shameless copycat. Everything in my life is cloned….. I have no original ideas.”
Here are the top positions of the best investors in the world:
Everyone wants a stock that can multiply their investment by 100 times.
And while they are very hard to find, there is a key component that all long-term multi-baggers have...
That is a long competitive advantage period (CAP). Michael J. Mauboussin coined the term, and it
Long Poland. Enjoying the benefits of capitalism plus all the demand vacuum for services coming out of Western Europe, due to the unfriendly business practices there
Poland businesses selling Internationally to Western Europe is a great business to be in
$APR.WA $4MS.WA
"If you buy something because it's undervalued then you have to think about selling it when it approaches your calculation of its intrinsic value. That’s hard. But if you buy a few great companies, then you can sit on your ass. That’s a good thing”
--- Charlie Munger
Chris Mayer, author of 100 Baggers, routinely discloses his positions on X and his blog
It has been 6 months since I posted his holdings
Here is the price appreciation on those holdings over the last 6 months...
Age at first $1 Billion:
• 23 Mark Zuckerberg
• 31 Bill Gates
• 33 Tiger Woods
• 34 Rihanna
• 35 Jeff Bezos
• 40 Mark Cuban
• 41 Elon Musk
• 49 Oprah
• 50 Jay-Z
• 51 Michael Jordan
• 56 Warren Buffett
1 important lesson from each: