Pngfund
PngfundWe invest in high quality businesses that possess pricing power and a durable moat for sustained periods of time. These companies possess diversified and recurring streams of revenue, and will continue to compound from a long runway of reinvestment.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | pngfund.substack.com |
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The Ultimate Guide to Quality Investing
## Introduction
Addressing DeepSeek & Impact on U.S. Companies
Earlier this week, DeepSeek R1 was released, a large language model (LLM) that shook the U.S. stock market on Monday. In fact, $600 billion of NVIDIA’s market cap was wiped in one single day thanks to DeepSeek, marking the largest single ma...
Deep Dive - Ferrari
Welcome Readers!
Lessons Learned from Superinvestor Dev Kantesaria
All of us investors claim to be investing in what we deem to be the highest quality companies. But is this really the case?
Authors
The writers behind this newsletter.
We invest in high quality businesses that possess pricing power and a durable moat for sustained periods of time. These companies possess diversified and recurring streams of revenue, and will continue to compound from a long runway of reinvestment.
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