Healthy Return + Good Growth = Compounder

While I’m still reading and listening to as many investing mental models as I can, the one thing that I’ve learned that has reshaped my thinking of great companies is their ability to have a healthy return with the ability to grow incrementally. A healthy return likely means the ability to generate earnings with the…

Passive, Active & Non-Passive

I was reading how Alphabet made an announcement to acquire FitBit today. In reading the VP’s blogpost on what they think would be a great union between the two companies (I for one am excited to see where FitBit can be even more useful with Google’s platforms), I was triggered by the words being active…