FindingCompounders's Posts

FindingCompounders

$3.4MFollowers

@findingcompounders11/19/2023

Markets move first , reasons follow later

FindingCompounders

$3.4MFollowers

@findingcompounders10/15/2023

Costco

Great book for Costco fans and shareholders

https://amzn.to/3Fgfytp

FindingCompounders

$3.4MFollowers

@findingcompounders10/14/2023

Scuttlebutt

The importance of scuttlebutt

Source: https://amzn.to/3LDayTy

amzn.to

What I Learned About Investing from Darwin

tester000two

@tester000two10/15/2023

Wow

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FindingCompounders

$3.4MFollowers

@findingcompounders09/23/2023

Gem: Warren Buffettt

I’m pretty sure you haven’t seen this.

Warren Buffett’s letter to a Barron’s editor in 1962

FindingCompounders

$3.4MFollowers

@findingcompounders09/23/2023

Book Rex: Good Stocks Cheap

For some good weekend reading

Good Stocks Cheap

https://amzn.to/3PNu16a

FindingCompounders

$3.4MFollowers

@findingcompounders09/20/2023

Prem Watsa : Insurance Float

Prem Watsa, the Canadian Warren Buffett, on float .

Float is what makes insurance companies so attractive to investor like Warren Buffett, Tom Gayner and Prem Watsa.

Which insurance companies do you own ?

FindingCompounders

$3.4MFollowers

@findingcompounders09/16/2023

Jeff Bezos’s Napkin

Jeff Bezos’ original sketch of the virtuous cycle that depicts Amazon’s Business Model in 2001 .

FindingCompounders

$3.4MFollowers

@findingcompounders09/16/2023

Dollar a cost Averaging

Saw a tweet on Dollar Cost Averaging into a stock

That just doesn’t make sense to me .

Let’s say you hypothetically you want to DCA into Amazon

Studies show that stock prices oscillate widely around a central price every year.

And at certain prices a good business is no longer a good investment.

So DCA will force you to buy in m, when the business is overvalued due to the natural volatility of the market .

You can’t just buy into a stock at any price and expect to outperform

FindingCompounders

$3.4MFollowers

@findingcompounders09/15/2023

Substack: Nick Sleep

Nick Sleep once used the services of an Investment Bank.

He asked them to run a screen( which I mention in my newsletter post ) and it yielded 7 companies .

To know these companies check out my newsletter.

https://open.substack.com/pub/fcompounders/p/nick-sleeps-secret-sauce-how-a-maverick?r=17kywt&utm_medium=ios&utm_campaign=post

open.substack.com

Nick Sleep's Secret Sauce: How a Maverick Investor's Insights Can Supercharge Your Returns

Insights from Nick Sleep's Playbook

FindingCompounders

$3.4MFollowers

@findingcompounders09/11/2023

Phil Carret

I’ve received requests to cover Phil Carret, who Warren Buffett views as one of his Investment hero’s.

He has actually written two books. The first : The Art of Speculation is relatively popular but I’m sure you haven’t heard about the second .

Read on to know about his book

A Money Mind at Ninety

https://amzn.to/3PzcoXZ

The Art of Speculation

https://amzn.to/3sOWXBW

amzn.to

The Art of Speculation

"The Art of Speculation is laden with insights and studies that are as fresh today as newly cut grass . . . a joy to read. The topics covered were timeless in 1931 . . . and written in 24-carat prose." -from the Foreword by Victor Niederhoffer A classic in every sense of the word, The Art of Spec...