Have been lucky to meet with or study hundreds of companies in 2021. Here's an ongoing list of company attributes that I find interesting...

Another great thread on the vital role of Capital Allocation, and it’s importance in shareholder return. Companies like Amazon have also added to the CA playbook with tax efficient investment in R&D, SG&A and ultimately shrinking top line margins, to garner customer loyalty.

Todays vibe $MOB.ST $CPH.TO

One under appreciated reason for the USA’s meteoric rise from the late 18th century - the continent came with its own pre-built highway system

Because that pill wouldn’t cost you 10% of your life

“I want a basket long Stag trips to Thailand hedged against Bali honeymoons of the same issuer”