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Why asset-light (or “capital efficient”) businesses are among the world’s best compounders (from Invest in Quality on July 30)…

Posted onAugust 31, 2023August 31, 2023AuthorPorter & Co.

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CategoriesInvestment IdeasTagsInvestment Chronicles

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← Previous Previous post: In 2006, value investor Bruce Greenwald invited Li Lu – sometimes referred to as the “Chinese Warren Buffett” – to speak to his Columbia University class about his investment philosophy. Here are highlights from his 90-minute “masterclass” on value investing (from Brandon Beylo via Twitter on August 23)…
Next → Next post: This tiny homebuilder is arguably among the most undervalued stocks in North America (from Mindset Value on August 2)…

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