Compounders One of my favourite podcast episodes is from the Focus Compounding where Geoff Gannon and Andrew Kuhn talk about compounders. Continue Reading →
Opinion: On the Nature of Long-Term Holds In this week’s issue of Circle of Competence (#142) (highly recommended), one of the shared reads was a white-paper from the Yale School of Management, On the Nature of Long-Term Holds [of business investments]. Continue Reading →
Revenue & Expenses One of the ways I intuitively infer if a company continues to grow well and potentially has some kind of scale economics is if the Gross Revenue is growing faster than the growth in the operating expenses side over any given period. Continue Reading →
