The term "compounder" is thrown around a lot. But what does it mean? I learned from the investing philosophies of Buffett, Munger, and others to boil down what I believe is the best overview of what a Compounding Machine actually is, and how to invest in them. These 8 slides

"We added a record 850,000 new members in Q2, increasing total members by 34% YoY to 11.7 million." – Anthony Noto, CEO At this pace, is SoFi becoming the next consumer finance giant? $SOFI

Welcome to Cytronic a robot-powered 3PL. No errors. No sick days. Just precision. See how much your business can save on fulfillment costs today.

Looks like Netflix figured out the live streaming tech. this looks ultra-hd.

How to invest: - Find a group of extremely high quality companies - Wait until they sell off because of a bad narrative: (ChatGPT will kill Google, Disney+ will kill Netflix, tariffs will kill Amazon, robotaxi will kill Uber, gen AI will kill Adobe, etc) - Use sound judgment

In order to lose money, the earnings and cash flows simply have to decline. That's all there is to it at this point.

Adobe has finally got to that category of stock where it's extremely difficult to come up with a scenario of losing money. You can assume a 7% FCF/share growth rate, and a 6% yield, and you still get an 8% compounded return. $ADBE

Does anyone know much about these fighters? I plan on watching the event but I haven’t kept up with Boxing.

UnitedHealth has continued to compound fundamentals, while the total number of people served decreases. It now trades at: - 15.20x P/E - 7.92% FCF Yield $UNH

I'm still totally shocked, disturbed, and saddened by the murder of Charlie Kirk. Wishing you all a happy and safe weekend, and wishing Charlie and his family peace and comfort. God bless him and his family.

"Remaining performance obligations were $20.44 billion, growing 13% YoY, or 12% in constant currency" – Dan Durn, Adobe CFO Is this an opportunity? Are the bears wrong about Adobe? $ADBE

There are two companies I debated buying as an “AI won’t kill it” play, Adobe or Salesforce. I went with Salesforce because I thought the risks to its moat are less dynamic than Adobe. Both companies continue to post strong earnings despite the narrative that they’re both

Netflix is down about 4% on news that Paramount/Skydance may be buying Warner Bros Discovery. The problem Netflix faces here is that this is all backed by David Ellison, the son of Larry Ellison, and let me remind you that Larry Ellison is worth $400 billion. Basically, dad can

My secondary growth portfolio

These 12 rare businesses with MOATs so wide they define their industries, scored 1-10. 1. ASML - $ASML - MOAT Rating: 10/10 The only company in the world that can build EUV lithography machines. Decades ahead of competition, essential to every advanced semiconductor produced.

Absolutely sickening what just happened. Praying for the best outcome.

Both my portfolios hit an all time high today.

If I am wrong, that is fine. This is my smallest position. But I will be proven wrong by the quarterly data over the next two years, not by the stock price fluctuation. I own many stocks where investors are offering to pay over double the price they offered to pay just a few

Most investors do not do basic research beyond surface-level takes. A few google searches and a quick glance at a companies KPI's puts you miles ahead of the average investor. People do not primarily learn a second language for short-term survival. They do so for the following

New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL