Key Takeaways from Berkshire Annual Meeting 2022
Hey 👋 – Thomas here. Good day to my fellow compounders! As promised, here are my key takeaways from Berkshire’s annual meeting 2022. Great to see Warren & Charlie being…
Big Tech Earnings Round Up: Google, Facebook and Amazon
Google Q1 2022 Another solid quarter for Google as they delivered revenue growth of 23% year over year (YoY) from $55.3b to $68b. Let’s dive deeper into its two main…
Netflix Down 25.8% After Hours?!
The streaming giant reported a loss of 200,000 customers in Q1 and forecast -2m net adds for Q2.
Netflix: The Streaming Giant
How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?
What Are The Characteristics of High-Quality Compounders?
Good businesses have the following characteristics: High return on invested capital (ROIC), long growth runway, with a wide moat.
16 Lessons from Fundsmith’s Annual Shareholder Meeting 2022
Terry Smith is often referred to as the “English Warren Buffett.”
10 Investing Gems from Peter Lynch
How the legend grew a $20 million fund to $14 billion
Amazon: The Ultimate Spawner
Amazon’s Research Report (Paywalled)
10 Lessons from Buffett’s 2021 Letter to Shareholders
Warren Buffett 2021 letter has dropped!
My Notes From Charlie Munger’s Daily Journal Meeting
At 98, Munger is as sharp as ever. His recent 2-hours sharing at Daily Journal was 🔥 Talked about Alibaba, Costco, Activision Blizzard, crypto, interest rates, envy, antitrust, the great…
A Primer On Valuation
I am often asked how to value a company. In this post, I went back to basics and explained it in first principles.
Meta Is Down 23% Post-Market, What Happened?
Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely…