Compounder$bro, CFA
Concentrated, compounders and quality growth. Looking for high ROIC, strong balance sheet and GARP. Love a good correction. Founder of a boutique. Not advice.
London, England
- Participated Spaces
- 8
- Hosted Spaces
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- Live Avg. Participants
- 69
- CoHosted
- 0
- Spoke in last 30 days
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Co-hosts
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خالد بن سعود العامري
@khalid_saud7
- Financial Analyst - Quality Value investor & most importantly knowledge seeker 📚
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Devin LaSarre
@DevinLaSarre
- Strategist, designer, investor. Robust brands, regulation, and busted narratives. Valuation matters. Writing on all things finance at https://t.co/mB0WHAywdX
Regular Speakers
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Analyst
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Here to learn. Mauboussin, Rochon, and ABBA Stan. Durable advantages, long runways, intelligent managers. Passive retail shareholder. Permanently locked.
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1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
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My views do not represent those of my employer. interest rates are interesting.
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moving other people’s money around in the abyss. know stuff about renewables, industrials/distributors/built environment.
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The crypto distressed guy
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moonlight as a special sits/event-driven investor over at Clark Street Value
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3rd gen Oklahoman. Board member $BTN / $GFP.TO / $BKTI. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
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I invest in things that go brrrr. Levered buyback program stan.
