LTG
@learningtogrow.bsky.social
I try to learn as much as I can stomach about the benefits and ways of compounding, and share what I learn through my Substack https://growthbylearning.substack.com/ - Open, free and honest.
I've launched a book club: The Club of the Eminent Dead!
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
March 23, 2025 at 9:27 PM
I've launched a book club: The Club of the Eminent Dead!
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
The year looks like this so far:
March 4, 2025 at 11:12 AM
The year looks like this so far:
Unintentionally I've ended up with no US-headquartered companies in my portfolio.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
March 3, 2025 at 6:27 PM
Unintentionally I've ended up with no US-headquartered companies in my portfolio.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
#TOI reported excellent results yesterday:
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
February 27, 2025 at 12:36 PM
#TOI reported excellent results yesterday:
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
Another one bites the dust: Light and Wonder to divest it's Live Casino busiess. But as people continue to point out: Live casino is just streaming a casino table.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
February 26, 2025 at 11:19 AM
Another one bites the dust: Light and Wonder to divest it's Live Casino busiess. But as people continue to point out: Live casino is just streaming a casino table.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
$GRG looks to be a bit of an opportunity right now. Well ran bakery/fast-food company that is hugely popular in its home markedet with great growth in app users, expanding store offering, and well: Sausage rolls.
February 24, 2025 at 5:53 PM
$GRG looks to be a bit of an opportunity right now. Well ran bakery/fast-food company that is hugely popular in its home markedet with great growth in app users, expanding store offering, and well: Sausage rolls.
Diploma is an industrial distributor and serial acquirer positioned in sticky niches (ROATCE: 19.4%).
They operate within controls, seals and life sciences. $DPLM have a disciplined M&A approach that allows them to compound at a high rate alongside pretty good organic growth.
They operate within controls, seals and life sciences. $DPLM have a disciplined M&A approach that allows them to compound at a high rate alongside pretty good organic growth.
January 8, 2025 at 2:58 PM
Diploma is an industrial distributor and serial acquirer positioned in sticky niches (ROATCE: 19.4%).
They operate within controls, seals and life sciences. $DPLM have a disciplined M&A approach that allows them to compound at a high rate alongside pretty good organic growth.
They operate within controls, seals and life sciences. $DPLM have a disciplined M&A approach that allows them to compound at a high rate alongside pretty good organic growth.
Linde PLC is a global producer and distributor of industrial gasses (ROC: ~25%)
$LIN cater to every gas need their customers have. Their integrated distribution model, where they become an integral part of their customers production chain creates a very defensive business.
$LIN cater to every gas need their customers have. Their integrated distribution model, where they become an integral part of their customers production chain creates a very defensive business.
January 8, 2025 at 2:58 PM
Linde PLC is a global producer and distributor of industrial gasses (ROC: ~25%)
$LIN cater to every gas need their customers have. Their integrated distribution model, where they become an integral part of their customers production chain creates a very defensive business.
$LIN cater to every gas need their customers have. Their integrated distribution model, where they become an integral part of their customers production chain creates a very defensive business.
Domino's is a well known name. They make fast food pizza, that people love to hate but still order a lot of. They've got an admirably effective franchise business model, where the average $DPZ restaurant pays back initial investment in 3 years. It's got some fantastic numbers:
January 8, 2025 at 2:58 PM
Domino's is a well known name. They make fast food pizza, that people love to hate but still order a lot of. They've got an admirably effective franchise business model, where the average $DPZ restaurant pays back initial investment in 3 years. It's got some fantastic numbers: