Collecting high quality businesses | I build and manage my portfolio to get 15% CAGR w/ minimal risk | Tweets & threads about timeless principles and analysis.
1y ago
Wrapping up Part 2 of my Teqnion analysis this weekend for my Substack subscribers.
I'm currently researching more into their capital allocation skills.
They've done a pretty, pretty, pretty damn good job.
$TEQ.ST
0
Thread