
Ties Siebinga
@tsiebinga
ID: 1430203482452135944
24-08-2021 16:21:07
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It's not everyday you get to meet your favorite author. Reading Gautam Baid The Joys of Compounding changed my life. It inspired me to start my blog and share everything I've learned about investing and life. Here are 10 key lessons from his book:














Link to the whole piece here. Also thanks to: Jason Zweig for a killer column @NeckarValue for the insights and editing. David Senra for the rich case studies Brett Andersen for another gripping essay sapientcapital.com/insights/inves…


1/ In December 2022, Mohnish Pabrai shared timeless wisdom with students at Dakshana Foundation In this thread I share some highlights from those sessions

I thought ROIC was just 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 financial metric. I was 𝘄𝗿𝗼𝗻𝗴. Michael Mauboussin and Dan Callahan showed me the way. Here are 6 lessons I learned to better understand the 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 of a company. We use two competitors Inmode #INMD and Cutera #CUTR as examples: