Sublime
An inspiration engine for ideas
Joel Greenblatt would always hand out charlie479’s(Nobert Lou) first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like.
Here is one of the VIC write ups that Joel Greenblatt hands out to his students:
$NVR https://t.co/HiemeJWYtL
The Ideal Client Tracker I generally like working with two categories of business owners. Businesses generating over 1 million in sales. Extraordinary individuals who are in transition.
Ajit Nawalkha • The Book of Coaching: For Extraordinary Coaches
Earn Your Leisure
earnyourleisure.com
$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
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
I met someone in his 50s that lives overseas. He joined Oil and gas company early. He started saving early and he bought real estates via mortgages. He also bought a healthy cashflow business in his 50s. I guestimate that he has a networth of about $3 million based on the data point he shared. He will be going into his 60s with a neat valuation and... See more
Olúwatósìn Olaseindex.com
Terravest Industries $TVK.TO
• Boring industry
• Highly synergistic M&A strategy
• Intelligent pivots to adjacent vertical markets
• Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P
Place Based Capital Program
The Place Based Capital Program aims to empower local communities in Australia through community wealth building, promoting inclusive investment, financial self-sufficiency, and collaboration to enhance local economies and social impact.
ethicalfields.com