Insider Stocks · For members
An entry from my investing journal, for members.
Insider Stocks · For members
An entry from my investing journal, for members.
Two years ago I said I'd look at Domino's again at 20x forward earnings. It's at 16x now, down 24% this year, and the growth engine has been swapped for a buyback. I still can't get there.
Insider Stocks
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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© 2026 Steady Compounding - By Thomas Chua
© 2026 Steady Compounding - By Thomas Chua