Starting at GS research and migrating to the buy-side was a first hand experience in how lacking 3rd party research is. Speedwell just released a short piece on how we differ. https://t.co/5RlDhjZh2G

Michael Mauboussin's capital allocation checklist (Bookmark this for later)

This episode provides a clear outline of conservatism against that of the left, and other right wing ideologies.  It also illustrates a way forward for our nation. Listening to "The Mirror, the Window and the Anchor: A Conservative Stand" at

Bernard Arnault laying out their brand philosophy for the $LVMH in a 4Q17 analyst call: *~*~*~*~*~*~*~*~*~* "Vuitton remains a company whose fundamental goal, even the figures are very good, is not revenue, the fundamental goal is the desirability of for the brand. And what I

Quote from @AlphaSenseInc Get a free-trial here 👇 https://t.co/8olf7VJ15K

William-Sonoma retail director on the $RH competitive advantage: "I would say where RH has a competitive advantage would be in the experience that they're developing and also just the breadth of assortment that they are able to showcase in their show houses."

Legend. FOUR has put on an acquisitions masterclass since going public 5.5 years ago I know trite by now. But because it’s true. 🚀🚀🚀

Stop wasting time on filings and transcripts We break down companies like $CSU, $RH, and $META with deep, time-saving reports trusted by serious investors. Buy-side research built for the buy-side See the difference ↓ https://t.co/nIuRv6xFvJ

Bernard Arnault laying out their brand philosophy for the $LVMH in a 4Q17 analyst call: *~*~*~*~*~*~*~*~*~* "Vuitton remains a company whose fundamental goal, even the figures are very good, is not revenue, the fundamental goal is the desirability of for the brand. And what I

Jared Isaacman on acquiring software companies for 10x EBITDA back in 2017 "We went in and shut down the legacy revenue streams, converted them to SaaS with an integrated payment solution and grew them considerably. That was before it was hot-buying ISVs. I can tell you that

Board member at Prada on $LVMH competitive advantage “I think that the great advantage they have over everyone, because of their size, is the nurturing of talent and the ability to move executives and creatives from one brand to the other. I don’t really think any other group,

What's interesting, and easy to forget (recency bias), is that over the last twenty years, the market-weight index heavily outperformed the equal-weight one. But zoom out further, many more decades (weight of evidence), and the equal-weight index starts crushing it.

Jared Isaacman on acquiring software companies for 10x EBITDA back in 2017 "We went in and shut down the legacy revenue streams, converted them to SaaS with an integrated payment solution and grew them considerably. That was before it was hot-buying ISVs. I can tell you that

Andy Florance on improving the $CSGP value prop during the Great Recession "Keeping an eye on costs and minimizing spending are the watchwords of this recession, but even more important, I believe, is keeping the focus on our customers and ensuring that CoStar continues to

Stop wasting time on filings and transcripts We break down companies like $CSU, $RH, and $META with deep, time-saving reports trusted by serious investors. Buy-side research built for the buy-side See the difference ↓ https://t.co/nIuRv6xFvJ

I had a wide-ranging conversation with a board member at Prada on the status of the luxury industry and what it means for $LVMH You can listen to our conversation below 👇 https://t.co/olXOLXNpVI

Board member at Prada on $LVMH competitive advantage “I think that the great advantage they have over everyone, because of their size, is the nurturing of talent and the ability to move executives and creatives from one brand to the other. I don’t really think any other group,

Andy Florance on improving the $CSGP value prop during the Great Recession "Keeping an eye on costs and minimizing spending are the watchwords of this recession, but even more important, I believe, is keeping the focus on our customers and ensuring that CoStar continues to

Seemed pretty possible to me…

Seemed pretty possible to me…

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