Archive - Patient Compounder

New Top Discussion

*Please note that this is opinion based on the math below which could be wrong. Not investment advice

Aug 9

The last time the Fed hiked 0.75%. Been a while eh?

Jun 16

Lower asset prices today = higher long term IRRs

Jun 7

Irrationality or Justified?

Mar 16

An experienced finance guy

Feb 13

I believe value is determined on a 20 year horizon.

Nov 13, 2021

Potential declining Free Cash Flow = lower valuation.

Nov 3, 2021

Position #1 in the Patient Compounder portfolio

Oct 10, 2021

At sub HKD 160 / share, it is cheap if it keeps growing at 20% a year for 5 years.

Aug 22, 2021

At HKD$195, it is trading at a Price to Free Cash Flow of 19x

Jul 11, 2021

The FTC and 46 States attempted to bring a sweeping anti-trust case against $FB.

Jun 29, 2021

225 pages that are worth reading

Jun 9, 2021

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