
Smarter Investing Starts Today with Global Equity Briefing.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 2 years ago | Last Issue | 10 hours ago |
| Active | |||||

A very high quality business that is trading for a fair price.
Stock is down 34%, despite accelerating revenue growth and strengthening moat.
+161.22% Since Founding, a CAGR of 17.06%.
Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.
Charlie Munger famously told investors to “look at the cannibals”.
A share cannibal is a company that repurchases huge amounts of its own shares.
When a mature and financially strong company buys back its own stock, it directly reduces th...
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The writers behind this newsletter.
Researching companies one by one!
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