The quality investment philosophy summarized in one article.
Good article. Amazing that you grew a twitter account from 0 to 10k in a month. Respect. You ever want to give up fund management, you can train people in social media. I will be your first pupil. Well done and good luck with the substack
So much wisdom ... As Ken Honda says ... teach everyone the art of giving and the one who gives keeps on receiving.. Thank you !!
And an addictive service with constant repeat business without a corresponding increase in COGS.
This is: appliled wisdom.
It is really spectacular. It inspires emulation.
Good article. Looking forward to reading your future post. Thank you!
Well down and well-written. I believe you are an interesting voice on Twitter
I am new to your newsletter. How do I find your website?
Absolutely brilliant. I Learnt more from this blog than most investment books & podcasts
So much amazing content! It’s a crime information like this is not taught in school! Very glad I found your page.
An amazing blog on investing, pretty basic (& lit) I wish I found your newsletter earlier. Subbed!
Great article. Really enjoyed reading this and look forward to reading more of your blogs in the future. Joe.
Wow! What a superb piece and a wonderful website! I am so glad I found you CQ! Thank you so much for writing and sharing this amazing content!
I just got lost in your newsletter for hours and didn’t sleep because of it…and I am happy about it. Thank you - I tried to find a way to donate, but this is my first time in substack.
Any chance you can think on a mid cap article? Perhaps another small cap one? An article where you tie in some Ark ideas or through your opinion on them and analytics? Not just via their fund holdings but your thoughts or ideas and how/if they tie into their research about the future aka their big ideas list and their bad ideas list? And lastly if you do anything around options, long term plays.
Thanks for the great reading
Wide Moat is the alpha