Join 37,000+ venture capitalists, entrepreneurs, and executives by signing up below. You can think of it as an anonymous, web-based credit card. 7. Simulated stress tests were performed in early 2020 by Gauntlet. There is so much that can go wrong in a company's lifecycle that can make it a zero. Welcome to Substack. Put another way, we aim to build an indestructible long-term compounding machine. It was from these humble and inauspicious beginnings that AMETEK ultimately emerged, becoming a dominant niche industrial player now with an enterprise value approaching $30 billion and a track record that has trounced the S&P 500 for decades. Our long-only Librarian Capital portfolio gained 4.1% in GBP in August, 0.6 ppt ahead of our chosen benchmark MSCI World, which gained 3.5%. For example, if you have $100 in a bank account and you grow it by 10% per year, you might think that you would get $10 per year. Compounding is when you increase an investment by a certain percentage, as opposed to a certain amount. Our stock returns were around 23%, with most of your portfolios up about. Compounding Curiosity. Free subscriber. Never give up Survival can be summed up in three words never give up. Lets say you save $10,000 a year at the start of every year for 30 years and earn 10% on your money:. Email. Matthew is the founder of Enlihtan Capital Management. As I mentioned earlier, a large part of the thesis relies on Gary Crole. As a starry-eyed founder whose job is to be visionary, it is difficult for them to stop and appreciate these death traps. Dirty energy. Users can be liquidity providers and they add funds to liquidity pools by locking up their cryptocurrencies and getting a reward for it. You need drastic changes to get out of that vicious spiral. We believe the most reliable way to invest is to carefully evaluate the long-term prospects of the businesses behind stocks. By Let's compound. The Fintech Blueprint helps you find and build the next Fintech & DeFi unicorn with unbiased and expert insights on financial innovation. Free subscriber. Learn more about our work at sophonventures.com. Twitter. Jan 25. Copy link. Analyzing Good Businesses. Investors are eager not just to get rich, but to get rich quick. Institutions supply their capital and Compound deploys the funds to the protocol Daily liquidity with no lockup periods and payouts distributed within 1 business day Compliance with institutional customer under applicable law such as Rule 506(c) of Regulation D. After all, its just $1,000. The Attic Update Vol. Twitter. SatPost by Trung Phan. HEICO is a cash flow compounding machine. Launched a year ago. Day after day. Furthermore, Compound did survive black Thursday of March 2020 (when Bitcoin and most other assets fell by more than 40% in one day) rather well compared to other protocols. This is why we encourage reinvestment of interest income or dividends. We are in the final stages of closing out new investments for Compound I, our 3rd fund in the management company, but first official Compound fund. Compounding is the act of reinvesting the returns of your investments. He who understands it, earns it he who doesnt pays it. Albert Einstein Stay up to date via my Substack. The Compounding Capital Review Inaugural Newsletter Buffett Misunderstood I started my career informed by Warren Buffett and Ben Graham. The brand of the fund = the brand of the individual. Compounding. 16 - Cigar Boxes, Die Hard, and The Early Days of Compounding Beyond Alternative Assets. This substack will explore how I manage portfolios, general thoughts on investing, and will feature some write-ups of specific stocks that Im interested in. If he were to sell down his shares or leave the company altogether, I would likely consider the thesis broken. Nov 7, 2021. Institutions supply their capital and Compound deploys the funds to the protocol Daily liquidity with no lockup periods and payouts distributed within 1 business day Compliance with institutional customer under applicable law such as Rule 506(c) of Regulation D.
Discovery has a market capitalization of $44.0B (using 2,427 million shares outstanding). Simulated stress tests were performed in early 2020 by Gauntlet. The compound effect of this loser mentality will turn you into an actual loser. Full archive of all the posts from Compoundings Engine Newsletter. The word patience derives its roots from the Latin word Patientia which means 'to suffer' . Whether Compound can stomach a black swan event like a bank run still has to be proven. I estimate that Optimum has ~5.2mm passings, while Suddenlink has ~3.8mm, which gives Altice a total of around 9mm. Greed and fear A note to self. In reality, a very simple model is way more powerful.
Thank God that it gave me an opportunity to compound wisdom! Voor Nvidia is dat percentage zelfs in een dalende trend, want in 2019 was dat nog 8%, in 2020 nog 7% en in 2021 nog maar 4%. In this example, your investment earnings dont pass the amount you save until after year 14: Posts. Join the family and subscribe . Facebook. That is because your growth leads to more growth. My guest today is Eugene Ng (@EugeneNg_VCap), founder and CIO of Vision Capital, and author of Vision Investing. Retail Capital. Europris has a pre-emptive right to acquire the remaining shares. Compounding machines, long-term investing, economics. Mar 13. Dado que tanto el capital depositado como los intereses generados se acumulan en una pool comn para cada mercado, Compound introducira en la versin 2 del protocolo un mecanismo -un token ERC20 compatible- que representara la participacin pro rata de cada proveedor de liquidez. a newsletter about Compounding Capital in Shifting Macro So when one invests in any equity of a particular business , does it entail that the investor be patient with the results? Admiral stock has gained 20% since our upgrade in October, but still represents a multi-year compounder and has a 4.9% Dividend Yield. Compounding is the process in which an assets earnings, from either capital gains or interest, that are reinvested to generate additional earnings over time. Rewording: Earnings can be referred to as skill acquired towards the things we invest our time in. Continue Reading 31 | Rachel Lau, Venture Capital in Malaysia. From 1990, when present management took over, to the end of 2019, the company grew operating cash flow at 22% per year and the stock compounded at 23% annually staggering results over such a Edwin Dorsey. Bear Grylls. 2) Lending. The compound effect of this loser mentality will turn you into an actual loser. Click to read Pareto's Compounding Newsletter, by Irving Soh, a Substack publication with hundreds of readers. Day after day. 4. The Phronesis Fund is a long-biased investment partnership that applies practical wisdom and first principles reasoning to patiently compound capital. Thats enough to turn $10,000 into $1 million well inside of the average lifespan. Week after week. And, unlike the international tower bets by SBAC and AMT, fiber and small cells dont carry FX and other risks of operating abroad. Free subscriber. Their nattiness stands out against the threadbare carpeting and the fading paint of the museums exhibition rooms. Sophon Ventures. Dec 11, 2021. In this conversation, we cover his investing framework, red flags as an investor, and lessons applicable to investing from elite sport. Furthermore, Compound did survive black Thursday of March 2020 (when Bitcoin and most other assets fell by more than 40% in one day) rather well compared to other protocols. Warren Buffett turned a few thousand dollars into a $500Bn enterprise seemingly out of thin air. Eagle Point Capital. The regulators took these new rules so serious that they even fined Alibaba 2.8B USD as a result for an anti-trust investigation. $50M+ funds, and able to invest $5M+ in rounds. Twitter. Ask a typical internet investor who the best capital allocators in the space are, and you are very likely to hear about Amazon, Facebook, or Netflix, and perhaps deservedly so. Reads. This is Newsletter about Quality Investing, We will focus on companies with wide moats, a strong secular growth trend, high profit margins and good capital allocation. Case Study We analyzed data from the BVP Cloud Index and found that founder-led publicly traded SaaS companies outperform non-founder-led. Summary.
There is a shabby chicness to Ethiopia's capital city. Concentrated Compounding. Compound interest is the eighth wonder of the world. Sophon Ventures. We can fund the company at the idea stage, and then build it alongside you. Compounding in the Stock Market is Messy. Climate Change Capital. Cable Communications EBITDA grew 12.4%; 2021 is expected to be the second-best year for more than a decade for Broadband net adds. Already prepare. Jul 28, 2021. Hierarchy for Compounding Growth. The art and science of ending the investing period of venture capital funds. TSOH Investment Research Service. Click to read Phronesis Fund, by John Candeto, a Substack publication with hundreds of readers. Ad revenues rebounded by 45.9% year-on-year in Q1, following a 17.0% growth in the prior year, with average price per ad up 30%. I would not even feel the pain of blowing an account. A weekly podcast compounding listeners curiosity, through thoughtful and curated interviews with interesting and accomplished guests across Asia-Pacific. Compounding Curiosity is a weekly podcast hosted by Kalani Scarrott and is all about compounding listeners curiosity, through thoughtful and curated interviews with interesting and accomplished guests across Asia-Pacific. Compounding Capital @CompoundingCap1 27 May 2021 Follow Follow @ CompoundingCap1 Following Following @ CompoundingCap1 Unfollow Unfollow @ CompoundingCap1 Blocked Blocked @ CompoundingCap1 Unblock Unblock @ CompoundingCap1 Pending Pending follow request from @ CompoundingCap1 Cancel Cancel
There is so much that can go wrong in a company's lifecycle that can make it a zero. Copy link. Post published: February 3, 2022; Compounding Curiosity Substack. Summary. Our long-only Librarian Capital portfolio gained 1.0% in GBP (2.5% in USD) in October, 2.9 ppt worse than our chosen benchmark MSCI World, which gained 3.9%. For Mr. Blonde, quality is a combination of profitability (margins and/or ROIC), stability of profitability, and low/modest balance sheet leverage (i.e. While we do not yet have the consolidated balance sheet for the merged entities, Discovery reported $15.1B of gross debt and $4.2B of cash at the end of Q1 2022. I hope you enjoy my conversation with Eugene Ng. These models gave me a false sense of comfort, and I would fall back on them in times of uncertainty. We believe that investing is also an infinite game which allows an individual an unique opportunity to craft his/her journey to financial freedom along with providing the intellectual challenge which one might seek.
1. 4. Compounding Curiosity is a weekly podcast hosted by Kalani Scarrott and is all about compounding listeners curiosity, through thoughtful and curated interviews with interesting and accomplished guests across Asia-Pacific. Relative to pre-COVID 2019, P/E is 16.3x and Dividend Yield is 5.7%. In this conversation, we cover his investing framework, red flags as an investor, and lessons applicable to investing from elite sport. Optimum faces intense fiber competition from Verizon FIOS, with roughly 60% of its passings overbuilt, compared to ~30% fiber penetration of Charter and Comcasts footprints. self-funding). In June 2021, Europris announced that they were acquiring 67% of Norways largest online store for toys for NOK 501 million. Twitter. Free subscriber. Share this post. One of the worst parts about compounding is you have to be patient to see the greatest benefits. You basically earn growth on your growth and it allows your investment to grow at a much faster pace. strayreflections.substack.com. Breaking the silos between Climate, Finance, Macroeconomics, Technology and Geopolitics 1. Jan 9. There are several ways of making money from yield farming: 1) Becoming a liquidity provider. At the current share price of $18.15, Warner Bros. On Substack. Click to read Fintech Blueprint , a Substack publication with tens of thousands of readers. They are typically raising larger funds and writing larger checks than super angels - i.e. The day after the launch, bitcoin hit a new ATH, briefly touching $66,999. Sign up to find, read, and support great writing. 11. The founder and CEO, Andreas Skalleberg, will keep the remaining 33% of the shares. Losses would not even affect me at some point. strayreflections.substack.com. July 8, 2021. Seeking the best stock investments. If you ask 5 people you get 3 different descriptions of quality. Subscribe Sign in. If over time small cell economics truly pan out, CCIs $15Bn of capital invested in fiber and small cell will bolster CCIs cash flow growth and extend the runway of growth. Launched a year ago. Lesson 4: Dont Take Comfort in Complex Models. My last post on Berkshire was a bottom-up, technical valuation that found that the current market price, which stands right around $200, is likely to produce returns in the range of about 10% annualized. You need drastic changes to get out of that vicious spiral. Or take flight at the first glimpse of danger? After all, its just $1,000. Summary. Jeff Bezos's In this piece, I want to take a hard look at all the risks that investors face when they invest in a company and how those risks present themselves in relation to Full archive of all the posts from Brachistochrones Newsletter. Seeking the best stock investments. Share this profile. Dive into your interests. At Enlihtan, Matthew employs a research-intensive "bottom up" selection process, in order to find excellent businesses at prices which represent excellent business sense. Week after week. 1. From fiscal 2002 to fiscal 2012, the company achieved a laundry list of feats: Grew sales by 5% annually. Compounding in the Stock Market is Messy. Compound Macro. Investment firm and research-driven incubator deploying capital into high-conviction bets on early-stage firms. Our winners will naturally compound into larger positions. They forget that even a modest compounding rate of 10% per year (the S&P 500s long-term average) will multiply capital 100 times in 48 years. Now I must live and give in the present, year after year. Click to read Sutherland Woods Capital, a Substack publication. Facebook shares are up 8% in pre-market trading after Q1 2021 results overnight, and we believe it remains attractive to investors. Our objective is to avoid the permanent loss of capital while maximizing the increase in long-term, after-tax purchasing power of our funds. In this example, your investment earnings dont pass the amount you save until after year 14: 2021 Annual Letter To My Investors, The stock market had another strong year in 2021, gaining 30%. Investors didnt seem to care about that minor detail because BITO has already amassed $1.2B in assets under management since launching on Tuesday, the quickest billion-dollar fundraising on record according to the WSJ. Then, the interest gets accumulated with the capital and for the second time, you obtain interest for the accumulated capital. Discearn Capital. The MSCI US Quality index is a good proxy for the style with enough history to study through macro regimes. As non-traditional competitors enter the market offering funding at dizzying velocity and scale, deal-making has become increasingly competitive and commoditized. Now, this very supposition bifurcates humanity into two camps. The solo capitalist is the only member of the investment team.
Compound is a money market protocol that allows users to lend and borrow crypto-assets in a global, permission-less, transparent and very rapid way, without a middleman. We dont trim or double down. I want to use that time efficiently. One of the worst parts about compounding is you have to be patient to see the greatest benefits. Compounding Thoughts COMPOUNDING | THOUGHTS We believe in the power of compound interest. Copy link. 15 - Celebrity Houses as an Asset Class, Collector Car Horror Stories, and the Valkyrie Beyond Alternative Assets. The U.K. Motor business grew its policy count by 8.7% in 2020, continuing long Email. davidpaul.substack.com. So in order to compound our capital, the most efficient way to do that is to invest in their own business or another business where they earn above average rates of return. My guest today is Matthew Ruber. Click to read Sutherland Woods Capital, a Substack publication. If you know Hendrik Bessembinders research, you may be familiar with the disquieting premise: Only 1% of all companies create the entire global net wealth. My guest today is Eugene Ng (@EugeneNg_VCap), founder and CIO of Vision Capital, and author of Vision Investing. 8. Share this post. Welcome to. Portfolio Performance. Month after month. ASML staat een groter deel van zijn inkomsten af aan dividenden en inkoop van eigen aandelen. Discovery has a market capitalization of $44.0B (using 2,427 million shares outstanding). Compounding machines, long-term investing, finance/accounting. Compound is a money market protocol that allows users to lend and borrow crypto-assets in a global, permission-less, transparent and very rapid way, without a middleman. Click to read Pareto's Compounding Newsletter, by Irving Soh, a Substack publication with hundreds of readers. Losses would not even affect me at some point. Facebook. Compounding Risk Unnecessarily Investing capital in early-stage companies is risky. I would not even feel the pain of blowing an account. Discearn Capital. (Substack Exclusive) Portfolio Update. These challenges are further compounded by the amount of institutional capital flooding into the market from LPs chasing Welcome to. Full archive of all the posts from Compound Macro. Note : I DID NOT DO the minimum required company research by going through annual reports, con call transcripts, credit rating reports then. Comcast delivered strong Q1 2021 results that support our belief in a multi-year compounding story. 4 - Rare Books - J.K. Rowlings Harry Potter and the Philosophers Stone first-edition book sold for $471,000 at Heritage Auctions in Dallas. Michael Dempsey. Facebook. Once we make an investment, we let it run. Hence this newsletter! - From Simon Seneks The Infinite Game. Im sure its no surprise the sale price crushed the pre-sale estimate of $50,000 - $70,000. Copy link. Compounding Capital Review | Substack About People Welcome to the Compounding Capital Review by Compounding Capital The Compounding Capital Review provides analysis and commentary on high quality businesses and the industries in which they operate.
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