Value Wis - Invest on Compounders of Life Time.
Dan Guo, Ph.DWhat is "Wis"? Per Webster, Wis is wisdom from Solomon, a sage in Bible. Value Wis embraces the value investing wisdoms from sages like Buffett & Munger. We grow those wis compounders over our life time, like redwood trees, for generational wealth.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | valuewis.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Constellation Software: A Compounder on Sale?
### Highlights:
Beware of Attention Cost
We often think in terms of opportunity cost — if you choose one investment, you forgo another. Economists and investors use this framework constantly. But there is another, less discussed concept: attention cost.
"The Compounders": A Framework for Acquisition-Driven Value Creation
Over last several months, as I’ve studied a 66-page white-paper draft Lessons from Acquisition-Driven Compounders by REQ Capital, many ideas resonate with me well and I am impressed. Just last week, I saw they have published a new book with...
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Value Investing for long term, ideally perpetual.
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