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
The perfect destination analysis routine:
• Understand the business
• Understand the market size
• Have an estimated value of the business
• Know what needs to happen to reach the destination
Do these 4 things every day, and you’ll be wildly successful.
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