It’s #QualityTuesday!
In this series, I’ll teach you 5 things about the stock market in less than 5 minutes.
1️⃣ Stocks vs Bonds
The first question you should ask yourself as an investor?
Whether you should invest in stocks or bonds.
This onepager explains it all:
2️⃣ Free E-book
Can a company survive in the long run?
Solvability ratios help you find out.
Learn the 5 key ratios that reveal the health of a business here:
3️⃣ One simple investment quote
The key to successful investing?
Reading. Non-stop.
Become a learning machine by reading 500 pages every day:
4️⃣ 100 Charlie Munger Lessons
Charlie Munger is the smartest man I know.
In this thread, I discuss 100 life and investing lessons from The Master himself:
5️⃣ Stock Pitch: Perimeter Solutions ($PRM)
How does the company make money?
Perimeter Solutions makes money by selling fire retardant products and services primarily to government agencies for fighting wildfires. They also earn revenue from providing specialized chemicals and equipment used in oil additives and other industrial applications.Perimeter Solutions is a serial acquirer in a niche market.
What makes it an interesting company?
The incentives are perfectly aligned with shareholders:
William Thorndike, author of ‘The Outsiders’, is co-chairman of the company. He owns 2.9% of the company and thinks very long-term
Their purpose is to provide private-equity-like returns of +15% for shareholders
Everything in life compounds
Pieter (Compounding Quality)
PS You are not a Partner of Compounding Quality yet? Discover everything you need to know here.
Book
Order your copy of The Art of Quality Investing here
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
Hi Pieter, I will not sign in with X. Is there another possibility to access your 100 Charly Munger lessons somewhere else?