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On 100 baggers: "You’re just trying to find the great compounders and let all the other noise filter itself out. You try to find 10 or 12 of these businesses; I’m not sure you’ll find 10 or 12 in a career. So you have 10 or 12, what you hope will be compounders in the portfolio.

Chatting with Steven about drawdowns and other matters - check it out 👇

Thank you Mark! I expect to own the names for a long time yet.

Nice collection of quotes on Brown & Brown's $BRO winning corporate culture. by MastersInvest.com mastersinvest.com/newblog/2024/1…

Interview with Quartr where I also mention a new addition to the portfolio for 2024:

I realized my first tweet on this didn't take you to the article, but this one does.

Good write-up by Seeking Winners on $CMG.TO

Talking quality with Bogumil! Bogumil Baranowski with the thoughtful questions as always. Fun conversation and always a pleasure!

Excellent job here by Leandro on $CPRT

Matt has an interesting format, two guests bouncing ideas off each other. Here I am with Anne-Laure Le Cunff talking creativity, writing and more. (Also rare look at me clean shaven. Heh.)

A good one...

100 Gånger! Tak Eddie!

Chatting with a couple of fav interviewers Matt Zeigler and Bogumil Baranowski - as always great questions!

Great work here on Topicus by Seeking Winners Not a paid endorsement, I'm a subscriber myself! (And a happy shareholder of $TOI.V since the spinoff. I've never sold a share - best is yet come.)

Chatting with an old friend Dan Ferris !

I was a guest on the Institute of General Semantics' podcast, talking about how language influences how we think about issues such as the 'trade deficit.' youtu.be/9c8FvzWpILg?si… via YouTube

Talking about quality, and much more, with Will Oliver. Direct link and summary here: theartofquality.co/attention-maye…

"Big winners and drawdown-iage They go together like a horse and carriage This I tell you, brother You can't have one without the other" - apologies to Frank Sinatra