Forum Topics Interesting reading
Strawman
Added 3 years ago

This is an outstanding read; the July 2022 client letter from Farnam Street Investments.

If we're in for lower market prices, that could be a wonderful thing for quality businesses with effective capital management.

July-2022-Client-Letter.pdf

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wtsimis
Added 3 years ago

Andrew love the perspective and tests our fortitude as long term investors.

Goes back to us as investors looking to outperform to analyse the business itself and not what the SP is doing .

This includes the leadership team behind the business as well as the strength in being great capital allocators and over time the compounding will be our friend.

Thanks a great article to be sharing

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TrektoInvest
Added 5 years ago

Interesting, thanks for the insight @KMac!

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Strawman
Added 5 years ago

Another good post from John Huber over at Saber Capital. 

This one on why (some) digital businesses can be such incredible investments.

https://sabercapitalmgt.com/end-of-mean-reversion/

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elpaso96
Added 5 years ago

Great article Andrew :) Really put everything into perspective. I liked the part “the best business is a royalty on the growth of others.”

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