This is a series of case studies on mega-compounders. By studying these mega-compounders, I hope to learn and identify potential long-term high-quality compounders. I take a perspective of looking at their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about Amazon, detailed quarter-to-quarter analysis and strategies discussion…More
Monthly Archives: May 2022
Fallacies of “Once Bitten, Twice Shy”
Experiences can be a liability; use them appropriately. “Once bitten, twice shy” means that someone will not do something a second time because they had a bad experience the first time they did it. After reading “How to Decide: Simple Tools for Making Better Choices” by Annie Duke, I realize the phrase is incorrect in…More