20 Comments

With CAGRs this high, how can we expect to generate similar returns into the future? That would require either inflated prices or astronomical market caps in real dollars or some combination of both...I’m curious what your thoughts are on realistic projections considering the productivity growth of many of these companies was largely based on conquering new territory quickly. Not saying these won’t be profitable in the future, by and large they most likely will, but as an author who wants to fully educate their audience on these types of opportunities I’d like to see some honest caveats for these companies.

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Jul 6Liked by Compounding Quality

Thanks for all the sharings! This is extremely valuable for me and the well-being of my family. Do you see the reason of the quick decrease of the ROIC for @SPGI and even @EL compared to previous year. How do you understand these two ROIC decreases and are they somehow alarming?

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Google's only real success has been the search engine (increasingly useless) aka ad business which they are loosing market share in. Who looks at online ads any more? I use Brave ad blocking browsers on my computers and phones - I NEVER see ads!

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The fund manager graph is inaccurate- Druckenmiller has a 30 yr record and Jim Rogers didn’t have trigger pulling authority

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Ex US?

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