17 Comments
Jul 1, 2023Liked by Compounding Quality

My dear friend CQ,

in furtherance to my texts on Thursday, let me quote the old saying: "If you give a man a fish, you feed him for a day. If you TEACH a man to fish, you feed him for a lifetime." With the metaphor in mind, I am convinced that you are turning all of us into fine fishermen!

Thank you for yet another amazing article! Have a wonderful weekend! I am off to the lake to catch some trout! : )

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Thanks! the article was very educational for me. So accurate.

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Jun 29, 2023Liked by Compounding Quality

Thanks for the article..

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A good summary of a vexing dilemma we all face. Thanks!

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Jun 30, 2023Liked by Compounding Quality

THANK YOU so much for this article. I've been investing for 3 yrs only and am in my 50s. This article validates most of my sells. I now understand why Pabrai sold Ali Baba and bought Tencent instead. Also reminds me of my bad sells. I had been waiting for this one. Regarding Coke, any articles on dividend investing coming up? Does it make sense to have KO to face recessions?

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Ugh. The whole reason NVDA sells for 221x current EPS is next year’s EPS is about 6-8x higher. I sold it too, but only because it turned into a momentum play, which meant switching from being long shares to long call options. And now it seems undecided so I’m on the sidelines.

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want your views on India's stocks too

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