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@thorsten81232 жыл бұрын
Highly appreciated that you "pivoted" back to your roots, you "We Study Billionaires". I mean: THIS was basic, core like stuff and funnily enough, I missed that the last months. It motivated me to reconsider my portfolio. Thank you for the input, that was a great conversation!!
@hurricanejain49192 жыл бұрын
This was a good one, I don't listen to these as much since it seems like stuff as deviated away from value investing
@cocoarecords16 сағат бұрын
Highly predictable biznses No high upfront cost with unpredictable returns Pricing power Strong organic growth Duopoly monopoly Stocks that u dont need to twist someone ark tp use Base portfolio based on earnings not returns necessary