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.
Vil si at Hemnet, og kanskje de siste årene Norbit også, har vært blant de aller beste på operasjonell leverage. #HEM er i en egen liga though.
August 22, 2025 at 11:03 AM
Vil si at Hemnet, og kanskje de siste årene Norbit også, har vært blant de aller beste på operasjonell leverage. #HEM er i en egen liga though.
Sorry for å poke opp en gammel tråd, men har du noen kilder eller noe lignende på dette? Om det var tilfellet virker det vanskelig å forstå selskapets inntjening og vekst, så hadde vært spennende å lest litt om et negativt moment med Hemnet. 😊
April 25, 2025 at 8:21 PM
Sorry for å poke opp en gammel tråd, men har du noen kilder eller noe lignende på dette? Om det var tilfellet virker det vanskelig å forstå selskapets inntjening og vekst, så hadde vært spennende å lest litt om et negativt moment med Hemnet. 😊
The first book that is being read is Machiavellis classic: The Prince.
In the time of pauper princes ruling behind the boom box of demagaugery that is Trump it's a fitting book to read.
The learnings from this book is vast, and seeped in pragmatism. Highly enjoyable.
In the time of pauper princes ruling behind the boom box of demagaugery that is Trump it's a fitting book to read.
The learnings from this book is vast, and seeped in pragmatism. Highly enjoyable.
March 23, 2025 at 9:27 PM
The first book that is being read is Machiavellis classic: The Prince.
In the time of pauper princes ruling behind the boom box of demagaugery that is Trump it's a fitting book to read.
The learnings from this book is vast, and seeped in pragmatism. Highly enjoyable.
In the time of pauper princes ruling behind the boom box of demagaugery that is Trump it's a fitting book to read.
The learnings from this book is vast, and seeped in pragmatism. Highly enjoyable.
HARVIA
CSU
TOI
FFH
RACE
ROKO
MMGR
V
NORBT
NU (🤞)
CSU
TOI
FFH
RACE
ROKO
MMGR
V
NORBT
NU (🤞)
March 15, 2025 at 10:22 PM
HARVIA
CSU
TOI
FFH
RACE
ROKO
MMGR
V
NORBT
NU (🤞)
CSU
TOI
FFH
RACE
ROKO
MMGR
V
NORBT
NU (🤞)
Seeing China adding to their global investments and donations, opening up to visa free travel, building their military strength and quite frankly using Russia to sow dissent and strife seems like textbook Machiavelli.
So Xi is basically Ferdinand of Aragon?
So Xi is basically Ferdinand of Aragon?
March 15, 2025 at 9:16 PM
Seeing China adding to their global investments and donations, opening up to visa free travel, building their military strength and quite frankly using Russia to sow dissent and strife seems like textbook Machiavelli.
So Xi is basically Ferdinand of Aragon?
So Xi is basically Ferdinand of Aragon?
"From this a general rule is drawn which never or rarely fails: that he who is the cause of another becoming powerful is ruined; because that predominancy has been brought about either by astuteness or else by force, and both are distrusted by him who has been raised to power."
March 15, 2025 at 9:16 PM
"From this a general rule is drawn which never or rarely fails: that he who is the cause of another becoming powerful is ruined; because that predominancy has been brought about either by astuteness or else by force, and both are distrusted by him who has been raised to power."
Helt byttet ut Google med Perplexity de siste 2 månedene.
March 9, 2025 at 12:35 PM
Helt byttet ut Google med Perplexity de siste 2 månedene.
That's not longer the case. A lot of steady long term growers have started prioritising share buybacks due to the tax benefits. See Ferrari, Linde, ORLY, Autozone, Murphy USA, and so on and so on. A lot has changed since 1999.
March 7, 2025 at 9:32 AM
That's not longer the case. A lot of steady long term growers have started prioritising share buybacks due to the tax benefits. See Ferrari, Linde, ORLY, Autozone, Murphy USA, and so on and so on. A lot has changed since 1999.
The year looks like this so far:
March 4, 2025 at 11:12 AM
The year looks like this so far:
What an absolute twat. Nothing constructive to add other than that.
March 1, 2025 at 7:38 AM
What an absolute twat. Nothing constructive to add other than that.
Thanks! I was actually just ranting about Robertet to a friend about how it's one of the best companies I've researched lately. I'm happy to see you share the sentiment.
February 26, 2025 at 12:10 PM
Thanks! I was actually just ranting about Robertet to a friend about how it's one of the best companies I've researched lately. I'm happy to see you share the sentiment.
Whats the French company you rank highest in terms of quality that too few people talk about? And what company would you love to own shares in, but don't at the moment?
February 26, 2025 at 11:51 AM
Whats the French company you rank highest in terms of quality that too few people talk about? And what company would you love to own shares in, but don't at the moment?
They got hit by a triple whammy:
1. Substantial analyst downgrade
2. Product recall
3. Soft earnings
Imo, the shareprice drop seems very overdone for a company with Greggs track record. Gonna have to dig into this a bit. 🌭
1. Substantial analyst downgrade
2. Product recall
3. Soft earnings
Imo, the shareprice drop seems very overdone for a company with Greggs track record. Gonna have to dig into this a bit. 🌭
February 24, 2025 at 5:53 PM
They got hit by a triple whammy:
1. Substantial analyst downgrade
2. Product recall
3. Soft earnings
Imo, the shareprice drop seems very overdone for a company with Greggs track record. Gonna have to dig into this a bit. 🌭
1. Substantial analyst downgrade
2. Product recall
3. Soft earnings
Imo, the shareprice drop seems very overdone for a company with Greggs track record. Gonna have to dig into this a bit. 🌭