Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 136 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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📦 Deep Dive: MercadoLibre
Hi Partner 👋
Hi Partner 👋
🏰 5 PDFs better than an MBA
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Get ready to elevate your knowledge. You’ll learn 5 things about the stock market in less than 5 minutes.
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📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC
You probably already heard about ROIC.
You probably already heard about ROIC.
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2️⃣ Find a good mentor
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Perimeter Solutions: Copying a 3000-Bagger
Do you remember our analysis of TransDigm?
Do you remember our analysis of TransDigm?
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Analyzing Good Businesses
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