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Wall St. Dropout
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1/ Thread on Framing Customer Loyalty and Valuation:If we boil down the components of long-term cash flows, an investor is making an implicit bet on the customer loyalty of a
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1/n I'm trying to challenge my historical bias on valuationIn a digital-first economy, barriers to entry are low, but barriers to scale are high. Scale =Terminal value The Q: How
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1/ A few reflections on investing in equities - - from a discussion with a fellow investor on our shared experience. 2/ Investing, at its core, is problem solving applied
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List of 20-year total return CAGRs in select groups. Choose carefully. SPX was 7% for reference. This will be part 1.$TSCO: +32%$LOW: +16%$HD: +13%$SHW:+21%$PPG: +13%TSCO is a monster. SHW too.
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