The Secret Writings of Peter Lynch
Few people know that Lynch wrote for Worth Magazine from 1992 to 1999. It’s a 181 page bonus scene to his best seller.
Aswath Damodaran on inflation, valuation and the future of ESG
Invest Like The Best recently featured the dean of valuation, Aswath Damodaran. Great conversation covering: -The importance of stories when valuing companies -Why inflation is causing havoc in today’s market…
Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million…
Why do rising interest rates cause the stock market to crash?
Let me explain why interest rates influence share prices.
Basic Fit Research Report
The leading low-cost gym operator in Europe.
How long will this market drawdown last?
Let’s look at historical data for clues
How much cash should you hold in your portfolio?
To optimize for returns or peace of mind?
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.