Sublime
An inspiration engine for ideas
Rick Guerin’s write up for: The Security I Like Best
Personal Property Leasing Company
( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN
They postmortem sales reports and channel flow.
John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs
Peter Keefe's letters & interviews:
https://t.co/A1Y0MSd29N
He's outperformed the S&P by ~3% per year over 33 years
He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV
$NRP is a royalty business with no capital needs and consistent FCF.
I think it's a case study on effective capital allocation and management stewardship.
I wrote some notes on its evolution: "hardly recognizable to anyone who hadn't followed the transformation" -COO
Link in bio https://t.co/GyWHsqnCLJ
Bio — Jo Lepore
jolepore.com
Low p/e companies growing faster than 7 percent a year tipped us off to underappreciated signs of life, particularly if accompanied by an attention-getting dividend.
John Neff • John Neff on Investing
to log anyone dragging in after 8:05—we
John Doerr • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs
under 2,000 pounds and under $2,000”—were