Compounding
The Sit-on-Your-Ass Philosophy to Life
When you’ve got something good, it’s working, and you’ve spent a lot of energy getting there, it’s probably best to sit on your ass and enjoy the ride.
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When you’ve got something good, it’s working, and you’ve spent a lot of energy getting there, it’s probably best to sit on your ass and enjoy the ride.
In a world of distraction, the ability to go deep brings a huge competitive advantage.
Spotting an economic moat in a business before the fact is not an easy thing to do. Here are seven signs to start off from.
Read the full transcript of the meeting featuring Charlie Munger and Gerald Salzman.
Not only were readers of The Intelligent Investor blessed with a thick book written from the greatest financial mind of the time. They were blessed with Graham writing directly to the layman.
On how Autohome captures the automobile ownership lifecycle, its big cash position, the capital required for operations, the prospects for future returns on that capital and growth reinvestment, the prospects for returns to shareholders, and how I would value the company.
We walk through how to properly calculate and think about return on invested capital. And, most importantly, its pitfalls.
Junto turns 1 year old. This is the first annual letter on top of a peculiar year of 2020.
The small choices we make every day matter much more in the long run than we tend to think.
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