
Analyzing High-Quality Long-term Businesses.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 121 | Subscribers | Read | pillarsandprofits.substack.com |
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Next week, October 9-12, I will be in Stockholm, Sweden, for on-the-ground research of the Scandinavian banking industry. There are a number of fascinating banks in the region, and I am looking forward to connecting with those involved in t...
We are experiencing elements of a case study of a financial bubble, and most don’t even realize it.
Last spring, I was in a meeting with a fund manager where we were talking banks and investing for about an hour, and at the end he asked me, “why do you like banks so much? Every other kid your age wants to talk about tech or AI.”
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Analyzing High-Quality Long-term Businesses. | Co-Author of Early Bird amzn.to/3r5w3D0
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