Steady Compounding

Increased engagement due to shelter-in-place measures but some of this increased engagement will be lost once measures are relaxed in...

It is important to understand that the intrinsic value of a business is the present value of all the cash...

Since COVID-19 caused countries to go into lockdown, we have seen the conversation amongst investors shift abruptly from a company's...

The moat surrounded Ferrari has proven to benefit investors immensely. Since its spin-off in 2016, it has delivered a CAGR...

“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is...

In the second part of Facebook's write-up, we will examine how its moat enables it to generate a high Return...