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26,388 views • 8 months ago •via X (Twitter)

7 Comments

CJ's profile picture
CJ8 months ago

I tried to recruit him many times in Dublin a few years ago for big asset managers. Small world. He’s a gun at what he does! Shows the direction TLI is going 📈

EnjoyCapitalism's profile picture
EnjoyCapitalism8 months ago

where is your margin of safety for $HIMS?

kwunsgsjsh's profile picture
kwunsgsjsh6 months ago

@ShowXR smooth

The Value Investor's profile picture
The Value Investor8 months ago

A margin of safety turns uncertainty from a threat into an ally by building room for error.

LazaroLifestyle's profile picture
LazaroLifestyle8 months ago

Facts

Futures_Teller's profile picture
Futures_Teller8 months ago

It’s just a fancy way of saying you bought an asset at a discount. A discount. Thats all it is. This philosophy overlooks that valuations (especially in equities) are dynamic. So what was a discount yesterday, could be a premium today, depending on the PV of future CFs. Best

White Fin Capital's profile picture
White Fin Capital8 months ago

Yep, It's our job to evaluate businesses correctly.

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