RT Token Terminal 📊 (@tokenterminal)L2s expand @ethereum's reach & network effect https://t.co/vcXXpeGJoj ...

Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing a long-term perspective on evaluation [1] - Great businesses provide significant societal value and exhibit durability, deserving of substantial growth [1] - Key characteristics sought in businesses include selection, convenience, value, and durability, with a preference for non-cyclical businesses [1] Business Characteristics - Businesses that consistently outperform competitors through superior products and services are favored [1] - The ability to create multiple revenue streams and maintain complex operations is seen as advantageous [1] - A business's resilience in the face of adversity is a critical test of its durability [1] Value Drivers - Uniqueness is identified as the primary driver of value [1] - Low costs associated with maintaining existing operations allow for high leverage in reinvestment and growth [1] - Trust and network effects are important indicators of a business's durability [1] Management Importance - Effective management is crucial, with a preference for executives who have aligned interests and a strong focus on the business [1] - Companies led by seasoned CEOs, founders, or family businesses are viewed favorably [1] - Good management fosters a culture that empowers employees and attracts talent [1] Investment Strategy - The success of companies like Amazon illustrates the benefits of a customer-centric approach [1] - Buyback strategies are recommended for businesses that demonstrate durability [1] - The optimal time for investment is when negative news is already priced in, revealing true value [1] Market Dynamics - Price movements are influenced by expectations and surprises, with a focus on companies that have negative factors priced in but positive aspects underestimated [1]

I gave a buy rating to CCC Intelligent Solutions Holdings Inc. (NASDAQ: CCCS ) in April, with my key thesis being that CCCS offers a very mission-critical solution, and it has a strong network effect that can allowI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at ...

POLAND - 2024/11/24: In this photo illustration, the MercadoLibre company logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images MercadoLibre Inc (NASDAQ: MELI), frequently referred to as the “Amazon of Latin America,” runs the largest online marketplace in the region—and has consistently been increasing its market share for the last three years. Similar to Amazon (NASDAQ: AMZN) or eBay (NASD ...

RT Wei Dai (@_weidai)Make sure you are a platform business if you are building software.Find ways to make your product more valuable as more people use it, i.e. manufacture network effects for your productIt may not be obvious but I believe you can platformize most software products ...

Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing a long-term perspective on evaluation [1] - Great businesses provide significant societal value and exhibit durability, deserving growth proportional to their superiority [1] - Key characteristics sought in businesses include selection, convenience, value, and durability, with a preference for non-cyclical operations [1] Business Characteristics - The ability to create superior products and services that outperform competitors is crucial [1] - Multiple revenue streams and anti-fragile business structures are preferred, indicating resilience in adverse conditions [1] - Uniqueness is identified as the primary driver of value, with low maintenance costs allowing for high reinvestment potential [1] Management and Strategy - Trust and network effects are important indicators of business durability [1] - Management quality is critical, with a preference for executives who have aligned interests and a strong focus on the business [1] - Successful companies, like Amazon, demonstrate that a customer-centric approach can yield extraordinary returns [1] Investment Timing and Strategy - The optimal time for investment is when negative news is already known, revealing true value [1] - Companies that can maintain stability during layoffs and do not need to chase talent are seen as more valuable [1] - Price movements are influenced by expectations and surprises, with interest in companies that have negative factors priced in but positive aspects underestimated [1]

Berkshire Hathaway has long been operated at the direction of Warren Buffett, who many consider to be the greatest investor ever. The legendary capital allocator is known for his sharp analytical skills and business acumen, which have helped the conglomerate amass an unbelievable track record compounding capital.For the average investor, it makes sense to look at the stocks Berkshire owns. There's one business in particular that makes up 21.6% of the entire $281 billion portfolio and currently stands as Ber ...

Group 1 - The core strength of Kaspi lies in its powerful three-sided network effect and the seamless integration of its services, with Kaspi Pay at the center [1] - Increased usage of the app leads to more merchants joining the Marketplace, creating a positive feedback loop [1] Group 2 - The investment approach focuses on building a concentrated, research-driven portfolio with an emphasis on free cash flow, capital allocation, and downside protection [1] - The investment philosophy is inspired by renowned investors like Warren Buffett and Charlie Munger, seeking businesses with durable economics and disciplined leadership [1]

Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing the importance of a long-term perspective [1] - Great businesses provide significant societal value and demonstrate durability, which is a key factor in their valuation [1] - Companies that offer products and services significantly superior to competitors are positioned for substantial growth [1] Business Characteristics - Selection, convenience, and value are critical attributes sought in businesses [1] - Durability acts as a multiplier for value, with a preference for non-cyclical businesses [1] - The ability to innovate and maintain competitive advantages is essential for long-term success [1] Revenue and Structure - Multiple revenue streams and anti-fragile business structures are preferred for resilience [1] - A business's ability to recover from adversity is a strong indicator of its durability [1] - Uniqueness is identified as the primary driver of value [1] Cost and Investment Strategy - Low costs associated with maintaining existing operations allow for high leverage in reinvestment and growth [1] - Minimal marketing expenses are advantageous for sustainable growth [1] - Trust and network effects are valuable indicators of a business's durability [1] Management and Leadership - Effective management is crucial, with a preference for executives whose interests align with the business [1] - Companies led by seasoned CEOs, founders, or family businesses are favored [1] - A culture that empowers employees and attracts talent is indicative of a good business [1] Market Timing and Investment Philosophy - The best investment opportunities arise when negative news is already priced in, revealing true value [1] - Companies that can maintain stability during layoffs and adverse conditions are seen as more valuable [1] - Price movements are influenced by expectations, with a focus on undervalued companies amidst negative sentiment [1]

Palantir Technologies (PLTR 1.22%) stock has advanced 450% in the past year, and its $330 billion market value makes its one of the 30 most valuable public companies in the world. But I think AppLovin (APP -4.46%) and MercadoLibre (MELI 0.48%) can top that figure in four years or less.Here's what that would mean for shareholders:AppLovin is worth $117 billion. The stock must increase 183% for its market value to hit $331 billion.MercadoLibre is worth $122 billion. The stock must increase 171% for its market ...