Solid piece. The free cash flow distinction is something that trips up way too many people - companies with beautifulearnings can still be cash incinerators if capex is hidden in the details. The Markel pitch is interesting too, that insurance float model compounded over decades is probly one of the most underrated wealth engines out there, just so few have the patience.
Hi Pieter, I have been sending you messages and you are not responding. I had to cancel my membership. I had paid for a full year up until september. I really don't understand why I was removed from Cirle and the community. If I am not allowed to have access I should be refunded for the months on a prorata basis. If you are not refunding then I should still have access. Not sure why I am treated this way! Can you please look into this. Thank you!
sorry to hear this. I didn't see an email. Are you using the right email address? Could you send an email to liesbeth@compoundingquality.net? Solving this!
I'm a little bit disappointed that you accuse me of never answering. I indeed don't check Substack messages because I receive hundreds of them daily. It's always best to reach out via email
I am really sorry for that, but it is very difficult to figure out where to get an email or a way to contact you. The moment I canceled I was cut off Circle. That was the main way I was communicating in the community. I did not have any other way. Again sorry for that! I just sent an email to the one you provided above!
Hi Pieter, just wanted let you know that I once again have access to the service. Thank you for fixing things so quickly. Once again I want people to know that the comments above are the result of miscommunication and not a reflection of the service you provide or the person you are! Thanks again!
When I think of #3, I always remember that “Time in the market beats timing the market.”
I forget who said it, but I picked it up in one of the books I read along the way.
I think it was Warren Buffett who said that. It's a golden source of wisdom for sure!
I agree and highly recommend the Buffett interview (not new, but I doubt he will do another).
Correct. I'm very curious to see how the next Berkshire AGM will go.
Solid piece. The free cash flow distinction is something that trips up way too many people - companies with beautifulearnings can still be cash incinerators if capex is hidden in the details. The Markel pitch is interesting too, that insurance float model compounded over decades is probly one of the most underrated wealth engines out there, just so few have the patience.
In the end, free cash flow is all what matters.
Using the float to invest is also exactly what made Warren Buffett so successful, of course!
Hi, I'm sharing some new signals here
Hi Pieter, I have been sending you messages and you are not responding. I had to cancel my membership. I had paid for a full year up until september. I really don't understand why I was removed from Cirle and the community. If I am not allowed to have access I should be refunded for the months on a prorata basis. If you are not refunding then I should still have access. Not sure why I am treated this way! Can you please look into this. Thank you!
Hi Stoil,
sorry to hear this. I didn't see an email. Are you using the right email address? Could you send an email to liesbeth@compoundingquality.net? Solving this!
I haven't tried this email because I tried communicating through substack. I will send an email now. Thank you!
I'm a little bit disappointed that you accuse me of never answering. I indeed don't check Substack messages because I receive hundreds of them daily. It's always best to reach out via email
I am really sorry for that, but it is very difficult to figure out where to get an email or a way to contact you. The moment I canceled I was cut off Circle. That was the main way I was communicating in the community. I did not have any other way. Again sorry for that! I just sent an email to the one you provided above!
No worries. We’ll sort it out!
Hi Pieter, just wanted let you know that I once again have access to the service. Thank you for fixing things so quickly. Once again I want people to know that the comments above are the result of miscommunication and not a reflection of the service you provide or the person you are! Thanks again!