Awesome! I’m a cofounder at a CORE - Raise & Retain (raiseretain.com) we specialize in design, strategy and communication for investing firms. If you like to talk about visual support to the class hit me up! Would love to contribute if I can
Hello ... Thank you for your response .... Please keep me in mind when you feel comfortable with your or team identity ... Many blessings ... Cory Battista
Hello ... Remarkable reads from you .... Thoroughly enjoyed and quite a learning experience .... I sent you a request in the past on who you were and do you trade for clients .... Would like to dedicate some funds to you or your firm .... Thank you ... Cory Battista
All these stocks are hopelessly overvalued. With maybe one or two exceptions, you've literally given us the list of companies at their peak valuations, priced for perfection, with no margin of error in terms of future execution and no allowance for any loss of economic moat. To paraphase the dictum about Wayne Gretzky being able to read the ice hockey game and knowing where the "puck will be", you are just telling us either where the puck is, or where it was. You are not really a value investor, but its historian and cartographer.
Quality will always prevail in the end. Thank you for your interesting insights.
Here is my current list of stocks:
01 Taiwan Semiconductor
02 Microsoft
03 Copart
04 Accenture
05 Partners Group Holding
06 ASML
07 Games Workshop
08 InMode
09 Amphenol
10 Edwards Lifesciences
11 Laboratorios Farmaceuticos Rovi
12 Lululemon Athletica
13 Robert Half International
14 Alphabet
Best wishes
My personal top 10 selection:
1. Microsoft
2. Alphabet
3. Salesforce
4. Nvidia
5. Qualys
6. Johnson & Johnson
7. The Trade Desk
8. Perion
9. Fortinet
10. Procter & Gamble
Great list!
Very insightful 💰👑
Please.... Don't forget about me when you want too accept me as a client or investor .... Thank you
I won't. Stay tuned! More information to come over the next few months regarding this service.
Awesome! I’m a cofounder at a CORE - Raise & Retain (raiseretain.com) we specialize in design, strategy and communication for investing firms. If you like to talk about visual support to the class hit me up! Would love to contribute if I can
I will keep that in mind, Aaron. Thank you very much!
Just wanted to drop a line about how amazing this substack is! It is the newsletter I look forward to reading every time!
I would also definitely sign up for any teaching / course by you.
Thank you very much Aaron!
This section will probably launched in September - November this year.
Thanks for this list. I will review further.
Thanks for your interest. Let me know if you have any questions!
Hello ... Thank you for your response .... Please keep me in mind when you feel comfortable with your or team identity ... Many blessings ... Cory Battista
Sure thing, Corrado. Let's keep in touch!
Hello ... Remarkable reads from you .... Thoroughly enjoyed and quite a learning experience .... I sent you a request in the past on who you were and do you trade for clients .... Would like to dedicate some funds to you or your firm .... Thank you ... Cory Battista
Hi Corrado,
Thank you very much for your lovely message. It means a lot to us.
Currently we only manage money for our employer. This might change in the future.
Let's keep in touch!
All these stocks are hopelessly overvalued. With maybe one or two exceptions, you've literally given us the list of companies at their peak valuations, priced for perfection, with no margin of error in terms of future execution and no allowance for any loss of economic moat. To paraphase the dictum about Wayne Gretzky being able to read the ice hockey game and knowing where the "puck will be", you are just telling us either where the puck is, or where it was. You are not really a value investor, but its historian and cartographer.
Hi David,
The goal of quality investors is to buy wonderful companies at fair prices. You'll never be able to buy the best companies in the world for cheap.
Hello .... Is it possible to provide a list of companies that are COMPOUNDERS .... Thank you
We'll make one in the future!
Thank you .... Very appreciative
Thank YOU for reading it, Corrado!
Thank you for the amazing work you put into these emails, reading them is both entertaining and informative.
Thank YOU for your message and reading them. Means a lot to me. The best is yet to come!
I do really enjoy your 5-minute readings. Long live to long term!
Lovely! I guess we should keep writing these in that case. :)
I like these insights ! Very interesting.
Thank you very much, Anton!
Nice
Could you share a copy of that spreadsheet please? Perhaps as a link to a Google Drive sheet we can copy easily?
I'll take this into account for future articles!
Or you could drop it here in the comments... :)