Insider Stocks · For members
An entry from my investing journal, for members.
There’s little in the world as addictive as simple carbohydrates, and rarer still is a company as capital efficient as Domino's Pizza. In fact, Domino’s might be the most capital efficient company—owning minimal tangible assets, they don’t even need shareholder capital to grow. Their return on invested capital (ROIC) has consistently outperformed the best in […]
Insider Stocks
The rest of this entry is for members
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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