Bill Miller is the only Investor who beat the S&P 500 for 15(!) consecutive years. He also achieved more than a decade of 20% annual return! He might be the most “modern” value investor of our time and the answer for future value investors. Here is his Investing Approach 👇 1. Low-Expectation Investing The stock
Today, Warren Buffett is worth $120.3 billion dollars. His success has come from understanding what makes a wonderful business. He categorizes businesses into 3 simple buckets. Here’s a breakdown of each (and why you only need to focus on one to become financially independent): The Bad Business This is the type of business you should
Poor Charlie’s Almanack is my Life and Investment Bible. Here’s are 12 things I learned: 1. Take a simple idea and take it seriously: – Doing a set of pushups is a simple idea – Saving 10% of your income is a simple idea – Investing in stocks every single month is a simple idea
As measured by the Standard & Poor’s 500 Index, U.S. stocks have risen more than 20% since they hit a trough in mid-October 20221—a dismal year that brought the S&P 500’s worst calendar-year decline since 2008 but just its second loss in 14 years. They’ve roughly doubled in value since the pandemic-induced low of March
There’s a $13 billion fund that you likely have never heard of that has tripled the returns of the average hedge fund over the last 20 years. The most surprising thing is that their investment strategy involves buying and selling the same few hundred stocks. Let’s dive in! Greg Poole founded Echo Street Capital in
Thanks to everyone who suggested possible 10-100 baggers yesterday. I charted 17 of these possible multibaggers below. To compare their growth and valuation. I also charted some of the financials of 5 of the companies below.👇🧵 $FND Floor & Decor Holdings is an absolute beast of a company. At a P/E of 36x, it is
One of the most compelling momentum divergences I’ve seen in a while, as yields hover around 10yr+ highs…
There is only one other period in the historic record where the largest companies beat the smallest companies by so much over a 20-year timeframe. That was the 20 years to 1999. The 20 years after that witnessed the total opposite: Large Caps got crushed by Small Caps.
We believe conventional investment strategies are poised to undergo a significant restructuring, placing a prominent emphasis on investments in hard assets. As illustrated in the accompanying chart, the valuation history of 60/40 portfolios unfolds through extended cycles, and we are currently experiencing another critical juncture in this dynamic. In August 2021, the combined valuation of
Multibagger stocks are available 365 days of the year IF you know what to look for. Here are the top 3 resources that will help guide you to know what to look for: Global Outperformers by @dede_eyesan My favourite quote from the book: “As expected, a large part of global outperformers was concentrated within the