Warren Buffett once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.” And luckily for us, we can learn to find these. Let's break it down:

A simple, quality investing strategy:

Don't pay attention to consensus:

Charlie Munger, the architect of Berkshire:

So many good reasons to sell:

Everyone quotes Buffett: "Be greedy when others are fearful", but fail completely to do so when markets are red.

The market is extremely sensitive to bad news right now, and $GOOGL reports -$9 billion of free cash flows, and -26% in EPS YoY + a massive (and growing) CapEx + Slowing search which feeds into the 'AI is killing search' narrative. Not hard to understand why Google sold off if you look at the numbers for this quarter. The story that gets overlooked is the accelerating growth of both revenues and EBIT of the Cloud business. Just incredible. I'm releasing a write-up on Google's earnings and the 'death of search' tomorrow, make sure you follow my newsletter (Link in bio).

"Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time” - Peter Lynch

10 Investing rules of Buffett:

5 Must Read Books For Investors 📚 1. Investing For Growth 2. Richer, Wiser, Happier 3. One Up on Wall Street 4. The Intelligent Investor 5. The Joys of Compounding What book would you add?

Know what you own, and why you own it:

ROIC minus WACC per industry:

Small vs. large cap stocks:

The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else?

Investing rules of Peter Lynch:

Capital light vs. capital heavy business models: