Jan 27, 2023·edited Jan 27, 2023Liked by Compounding Quality
In our opinion, one of these companies stands out as different-Old Dominion Freight Line. Its crazy and fascinating that a trucking company makes the top 10 on the list. Speaks to the company's management over the years.
I don't know if this is possible, but it would be very interesting to me to see what the performance of the S&P 500 index would be if you removed the highest quality names. I would bet that even over the long term it would be quite unimpressive.
First, congratulations on this amazing place that you share with everybody.
Just I would ask a simple question (maybe to basic?) For the Net Debt over the FCF, what are you using to discount to the total liabilities, cash and cash equivalents or total current assets?
In our opinion, one of these companies stands out as different-Old Dominion Freight Line. Its crazy and fascinating that a trucking company makes the top 10 on the list. Speaks to the company's management over the years.
I don't know if this is possible, but it would be very interesting to me to see what the performance of the S&P 500 index would be if you removed the highest quality names. I would bet that even over the long term it would be quite unimpressive.
Great post! Very insightful.
Link for the list. I always struggle when is a good time to buy a stock so that I don't overpay.
any particular screeners to use for criteria above ?
Sir you are great
First, congratulations on this amazing place that you share with everybody.
Just I would ask a simple question (maybe to basic?) For the Net Debt over the FCF, what are you using to discount to the total liabilities, cash and cash equivalents or total current assets?
Thank you.
Agree with you on all of them except Inmode. The RF technology is everything except novel.