Reading time: 15 minutes. This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on finding low volatility stocks with significant growth runways ahead. If this sounds like your kind of thing, you can read more about it in the following article:
Leandro, Any chance you'd consider putting Best Anchor Stocks on Substack and and charge for it & publish the same content you use on seeking alpha, like Bezek did? Some of us won't use SA :)
There's a chance that you might start to see the articles I publish to the public side of Seeking Alpha here! When it comes to the articles for subscribers, those will be kept on SA!
Let's call it "vendor consolidation". I, for example, only use substack and don't have a SA account nor do I want one. That way you could profit off both channels. Just distribute them both ways spending little to no extra time in the process ;)
Fantastic article Leandro! I found particularly insightful the remainder that if a company can achieve a high ROIC with an asset light model, you have to make sure its moat keeps competitors away.
One of the best PE breakdown I read. Great job!
Thank you very much my friend!
Great write up! Love the part about how most people evaluate in short time periods negating the effects of a potentially long growth runway.
Thank you! Yep, estimating the future so many years out is almost impossible, but you have to give credit to strong moats and great management teams!
Good stuff! You might enjoy my recent post where I break down and derail my holdings. Emphasis on PE.
https://finiche.substack.com/p/the-big-portfolio-refresh
Thank you very much! Will read!
Excelente !
Gracias! Me alegra saber que te ha gustado!
Leandro, Any chance you'd consider putting Best Anchor Stocks on Substack and and charge for it & publish the same content you use on seeking alpha, like Bezek did? Some of us won't use SA :)
There's a chance that you might start to see the articles I publish to the public side of Seeking Alpha here! When it comes to the articles for subscribers, those will be kept on SA!
Why not both places?
There's limitations to that, so the marketplace will be kept on SA! My question would be...why not use SA? :)
Let's call it "vendor consolidation". I, for example, only use substack and don't have a SA account nor do I want one. That way you could profit off both channels. Just distribute them both ways spending little to no extra time in the process ;)
Will definitely look into it! :)
Fantastic article Leandro! I found particularly insightful the remainder that if a company can achieve a high ROIC with an asset light model, you have to make sure its moat keeps competitors away.
Thank you Giuliano!