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The Quality Letter

WorldlyInvest

The Quality Letter is a long-term investing newsletter focused on business quality, durability, and compounding.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues3Founded4 months agoLast Issue3 months ago
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thequalityletter.substack.com
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Latest Issues

FactSet: When High Quality Becomes Deep Value

Over the past few months, I’ve been quantitatively analyzing dozens of high-quality companies using my economic financial model to identify clear dislocations between price and value.

One of them — and so far the cheapest within my univers...

3 months ago
9
4

Why Buffett Bought The New York Times Company

For years, Warren Buffett avoided newspapers.

He publicly acknowledged that the traditional newspaper model was deteriorating. Classified ads were disappearing. Print circulation was declining. The local monopolies he once loved were break...

3 months ago
32
8

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