RV Capital on investing through a crisis, Vision Capital on finding winners & Howard Marks interview— 3-Bullet Sunday
Hey 👋- Thomas here. If you are a Steady Compounding Member, I have just sent you an update on Amazon's...
Disney Overtook Netflix In The Streaming Wars In 2.5 Years?
Impressed with Disney+ numbers?
Top Five Screening Criteria to Uncover Multibagger Stocks
There are 63,105 stocks in the investing universe. But only 947 firms drove ~100% of the returns. That's less than...
Alphabet and Meta Q2 2022 Earnings Update
I’m down with COVID-19 this week but this earnings season still has me curious as to whether the economy is...
8 Mental Models For Investing Success
Build a robust latticework of mental models for investing.
How Does Increasing Interest Rates Curb Inflation?
A participant from my investing course asked me this question, so I felt it would be useful to share with...
3-Bullet Sunday (Terry Smith’s Letter, Bill Ackman On Inflation, Everything is a DCF )
Hey 👋 - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three...
3-Bullet Sunday (Bill Nygren, The Worst 6 Months, & Nick Sleep)
Hey 👋 - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three...
3-Bullet Sunday (Wealth vs Getting Wealthier, My Life Lessons, & The Mighty Google)
Hey 👋 - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three...
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