The Long Game's Posts

$10.1MFollowers

@tlginvestor04/25/2022

Charlie Munger interview at Sohn H&M conference

New post is out: Find out who Charlie Munger wouldn't want marrying into his family and why he finds millennials peculiar. Also his views on why he and Warren Buffett have been so successful, China, Crypto, $COST vs $AMZN, Elon and more!

https://thelonggameinvest.substack.com/p/charlie-munger-i-wouldnt-want-any

thelonggameinvest.substack.com

Charlie Munger: "I wouldn't want any one of them to marry into my family."

Notes from Charlie Munger at Sohn Hearts and Minds 2021

The Long Game

$10.1MFollowers

@tlginvestor04/15/2022

$GPRO Investment notes

My thoughts on $GPRO - feel free to subscribe if you find it insightful : https://thelonggameinvest.substack.com/p/gopro-id-love-to-answer-that-but?r=17la5h&s=w&utm_campaign=post&utm_medium=email

thelonggameinvest.substack.com

Investment notes - GoPro: "I'd love to answer that, but Brian would kick me..."

A deep value play building a valuable high margin subscription business.

Pierre Morue

@pm_capital.com04/15/2022

i bought a gopro hero 2 in 2012, haven't ever renewed my purchase, no future in this comp

+ 11 comments

The Long Game

$10.1MFollowers

@tlginvestor04/14/2022

Lot of folks bullish on $GOOG, anyone else worried it can't do in app discovery (or search), in a world where everything is moving on our phones and in apps...just a thought

Undefined

@eggplant04/14/2022

I would argue that Google has already been around since that has taken place, people spending more times in apps. They also own an appstore, and search business is not under threat still.

+ 3 comments

The Long Game

$10.1MFollowers

@tlginvestor04/14/2022

Lot of folks bullish on $GOOG, anyone else worried it can't do in app discovery (or search), in a world where everything is moving on our phones and in apps...something to think about.

The Long Game

$10.1MFollowers

@tlginvestor04/14/2022

$GPRO Investment notes

An excerpt from my investment notes on $GPRO coming in the next few days - subscribe (for free) if you want it direct to your inbox and thank you for the support.

GoPro has gone through a step change in terms of its business model. Historically the company was focussed on selling hardware products via retailers. This revenue was lower margin and one off in nature. Today the business has pivoted to a hardware plus subscription model. The business has also returned to growth, with TTM revenues growing in the last 4 quarters, along with ~18% FCF generation. GoPro is a stock that has lost trust with the market and today it trades at ~5x TTM free cash flow.

https://thelonggameinvest.substack.com

thelonggameinvest.substack.com

The Long Game | The Long Game Investor | Substack

Professional investor on the buy side. This blog is a pseudo hedge fund, my investment research and general finance musings. Click to read The Long Game, by The Long Game Investor, a Substack publication with hundreds of subscribers.

Undefined

@eggplant04/14/2022

Little tip for you, if you include the ticker in the body of the post, it will populate under the $GPRO asset page!

Won't do that if its in the title :)

+ 1 comment

The Long Game

$10.1MFollowers

@tlginvestor04/11/2022

Some thoughts on anchoring bias and how it affects investment decisions

"It wasn’t until a peer called me out on it. He noted despite the obvious merits of the investment, I was still a hard pass. Where was the logic? There was none."

Find out what i got called out on....

https://thelonggameinvest.substack.com/p/anchoring-bias?r=17la5h&s=w&utm_campaign=post&utm_medium=web

thelonggameinvest.substack.com

Anchoring Bias

Becoming a better investor