Finding exceptional companies with durable moats trading at a discount.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 248 | Founded | 3 years ago | Last Issue | 20 days ago |
| Active | |||||
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capitalist-letters.comLatest Issues
Deep Dive: Inter & Co
The best opportunity in Brazil?
Conviction is probably the most valuable asset in investing.
Buying This Serial Acquirer Nobody Is Watching
Revenues have grown by 26% annually since 2020, it has secular tailwinds and short-term catalysts. But nobody is watching.
In 1983, Berkshire Hathaway acquired Nebraska Furniture Mart (NFM).
Finishing September: Our Portfolio Outperforms S&P 500 by 16%, Here Is What We Own!
Portfolio is now up 32% over the last twelve months against 16% of the S&P 500!
💥Our portfolio is outperforming the market by 16%!
Deep Dive: Brookfield Corporation
One of the best capital allocation track records in the industry, but it’s down by 20% this year. Time to enter or not yet?
Charlie Munger convinced Buffett to put money in exceptional companies at fair prices, rather than fair companies a...
Booking Holdings Deep Dive: An Attractive Setup
Peter Lynch isn’t just a great investor; he is also one of the greatest teachers of investing. His book “One Up On Wall Street” is perhaps one of the easiest reads you can find about investing, but it doesn’t fall short in teaching how to t...
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Analyst. I write about exceptional companies with durable moats trading at a discount.
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