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26,388 次观看 • 8 个月前 •via X (Twitter)

7 条评论

CJ 的头像
CJ8 个月前

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 的头像
EnjoyCapitalism8 个月前

where is your margin of safety for $HIMS?

kwunsgsjsh 的头像
kwunsgsjsh6 个月前

@ShowXR smooth

The Value Investor 的头像
The Value Investor8 个月前

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

LazaroLifestyle 的头像
LazaroLifestyle8 个月前

Facts

Futures_Teller 的头像
Futures_Teller8 个月前

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 的头像
White Fin Capital8 个月前

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

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