Personally, I would look for "compounders" that can reinvest their proceeds to compound their earnings over time instead of paying a dividend. But I don't mind receiving a small dividend from mature quality businesses.
I see something - I think the key is NOT to find others but focus on these pearls on our hands. your questions make me think an underlying reason and a practical stuff. I personally like what the authors come up so many “lessons” for us. Those r insights
If you study the 10-100 baggers of the past, I believe you have a chance of seeing similar patterns in the future; all you need is one or two home runs to be set for life.
Would you choose to invest in assets that gives you dividends back ? Or you'll rather go for mo dividends
Personally, I would look for "compounders" that can reinvest their proceeds to compound their earnings over time instead of paying a dividend. But I don't mind receiving a small dividend from mature quality businesses.
Thanks for the lesson, how does one discover the next $NVDA, $AMZN or $GOOGL?
I see something - I think the key is NOT to find others but focus on these pearls on our hands. your questions make me think an underlying reason and a practical stuff. I personally like what the authors come up so many “lessons” for us. Those r insights
If you study the 10-100 baggers of the past, I believe you have a chance of seeing similar patterns in the future; all you need is one or two home runs to be set for life.
I am Indian, how I will be benefited
I think the only way to benefit from something you read is to internalize the lessons and try to apply them to your own investing process and system.
You must benefit yourself.
About Asset-light business model.
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My 100% Asset-light business model has to fulfil the following criteria :
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Current Assets > Total Equity > Total Liabilities > Current Liabilities > Non-Current Assets > Non-Current Liabilities
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Nvidia is almost 100% but not 100% Asset-light business model.
https://open.substack.com/pub/nukoud/p/rethinking-risk-management-in-the?r=1t6wru&utm_medium=ios
Check out my latest buy ideas https://open.substack.com/pub/buysidealpha/p/portfolio-update-september-2025?utm_source=share&utm_medium=android&r=69w6c1
The use by the Banks of compounded interest got destroyed the world capitalist and was transformed in a plant of mortgage bubbles.