24 Apr 2024
What is the key driver of long-term stock performance? Let's have a look at 4 periods: 1Y, 3Y, 5Y & 10Y.
In the short term, the multiple is key. Over longer periods, the importance of the multiple decreases, while revenue growth and margins become more significant. Source: The Future Investors, Morgan Stanley
24 Apr 2024
To double your odds of success, double your holding period
Source: Brian Feroldi
22 Apr 2024
Book: The Art Of Compounding Quality
"What's left for the quality investor? Lean back and do nothing" "Don't be distracted by short-term disturbances, cherish your companies, and let time, a quality company's best friend, do its work" Source: investmentbooks
15 Apr 2024
Corporate insiders are more bearish than they have been in at least one decade
Source: InsiderSentiment.com
10 Apr 2024
Total Cash Net of Debt...
Google $GOOGL: $98 billion Apple $AAPL: $65 billion Meta $META: $47 billion Amazon $AMZN: $28 billion Microsoft $MSFT: $20 billion Nvidia $NVDA: $16 billion Source: Charlie Bilello
3 Apr 2024
All these US representatives are outperforming Warren Buffet...
Source: Snowden on X
3 Apr 2024
How Small Investments Make a Big Impact Over Time 💸
Source: The Visual Capitalist
27 Mar 2024
The 12 Worst Investment Funds Over the Past Decade
by Visual Capitalist
