28 Jul 2023
Margin & options are fun on the way up but BRUTAL on the way down. Warren Buffett said it best:
Source: Brian Feroldi
28 Jul 2023
The power of loyalty
Source: Compounding Quality
27 Jul 2023
Inspiring quote from Jeff Bezos
Changing your mind is hard. Admitting you're wrong is hard. But as Jeff Bezos said: (source: Brian Feroldi)
27 Jul 2023
Watches trading at Premium above retail
While luxury watches secondary market prices are declining, most Rolex, Patek, and AP trade above retail prices. Source: Bloomberg
25 Jul 2023
Pricing Power
Source: Brian Feroldi
24 Jul 2023
Food for thought
Source: Michel A.Arouet
24 Jul 2023
J.P. Morgan Kolanovic & Dubravko -> The recent rise in market cap concentration has been the steepest on record based on >60 years of history
Even narrower leadership than seen during the TMT Bubble. Source: Seth Golden
24 Jul 2023
Key reasons people miss buying great winning stocks
Source: Compounding Quality
