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Compounding Capital
CompoundingCap1
Thread on complexity in investing.My observation is that the best investors keep it simple.L/S funds are a classic example of using complexity to impress institutional and high net worth investors,
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Having spent ~15 years across two private investment firms, have a few thoughts on why so many are dysfunctional.First, many founders had 1-2 homeruns early in career off which they
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History of GEICO is fascinating.Graham's partnership bot 50% for $712K in '48. By '72, that stake was worth $400M. Profits from this investment outdid sum of all his other investments.Starting
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Thread on quality vs. value investing.A criticism I hear about quality-focused investing is it's undifferentiated--what value does a quality-focused investor add buying $ODFL or $AMZN vs. a value investor finding
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