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Gert-Jan L
@gertjan
Paul Crozier
@crozac
Warren Buffett said when Howard Marks drops a new memo it's the first thing he reads. I do the same when @JohnHuber72 publishes a new report. Here are some quotes from his most recent, but make sure you read his thoughts on Walter Schloss who did 21% annualized over 50 years https://t.co/DOdTLzMxRb
Technologist on Web
Mirek Nisenbaum • 1 card
Just a moment...
axios.com
Jeremy Garner
@jegarne
Software Service, Inc. 3733, a small-cap Japanese leader in electronic medical record (EMR) software, worth about USD400mm mcap. This is a GARPy compounder growing revenue and profit at 8% and 9% 5yr CAGR, respectively, and trading at 14x fwd E and 2x bv.
EMRs are increasingly being adopted in Japanese hospitals with a... See more