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FrenchMunger
FrenchCMunger
Know your circle of competence / comfort zone and stay within it, no matter the context, environment or peer pressure. For instance, I rarely do tech (unless I have downside
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I’m not a smart person so I might (or even must) be wrong. But this is the way I look at a 100x PE stock. My bar is a 10%
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I read about these 3/4-digit % returns for 2020 on Twitter. Sounds fantastic, right? Now, take a step back and think about risk. Does it feel like some have been
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A few of my quirky (and sometimes inconvenient to some) investing opinions. A thread. 1) Net worth should be calculated after all potential taxes. After paying taxes on their
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Hidden Champions. Who are these small but highly successful companies? What does it take to become one? A thread! Inspired by the excellent work of @HermannSimon, @StGuinchard and the French
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1929: Lacoste, the most famous of the « musketeers », wins the French Open. 2019: Rafael Nadal wins the same tournament...for the 12th time! Both tennis players have one thing in common:
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