My take on an investing approach that's simple yet complicated (Essay 2 in long-termism theme)
Nice one. Would like to know your views on 'How to know if we are overpaying for a fantastic business or not?' in the next essay. :)
Great insights shared. Would like to know more on how do you balance the qualitative (management & Industry competitiveness) and quantitative aspects(ROCE & valuations) while identifying growing small businesses.