Author Topic: Compounder Bro'  (Read 768 times)

galumay

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CiriColet

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Re: Compounder Bro'
« Reply #1 on: June 19, 2023, 11:43:28 PM »
https://superfluousvalue.substack.com/p/the-compounder-bro-past-present-and-future-here

I have read the article. It is more like a work of fiction than a guide to action.
But I realised that it is not worth investing in Microsoft, in a bull market. But who knows for sure what level Microsoft will grow to? And are there prerequisites for them to fall? Is there a worthy competitor?
What do you think about this?
« Last Edit: July 04, 2023, 03:38:19 PM by CiriColet »

galumay

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Re: Compounder Bro'
« Reply #2 on: August 25, 2023, 09:27:08 AM »
CiriColet, I think I don't know! Microsoft is well outside my circle of competency. I rarely invest in large cap businesses. (Apple is my exception to prove the rule.)