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Twenty Punch Investments

MJS

Investments in quality companies at cheap prices (and some other topics).

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues18SubscribersRead twentypunchinvestments.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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I’ve previously written two detailed articles on FFD Financial (FFDF) and I encourage everyone to read those before reading this article. Those were mostly business-focused, whereas the below article will be mostly high-level valuation focu...

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Henry Singleton & Teledyne

> “Henry reminds me of De Gaulle. He has a singleness of purpose, a tenacity that is just overpowering. He gives you absolute confidence in his ability to accomplish whatever he says he is going to do. Yet, he is rather aloof, operating ...

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Authors

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  • MJS

    Investor.

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