
When Boring Businesses Become Interesting
Two investors who survived the dot.com bubble explain what they learned & why an obscure company could benefit from powerful tailwinds
Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
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Two investors who survived the dot.com bubble explain what they learned & why an obscure company could benefit from powerful tailwinds

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100 years of data reveals extreme concentration, negative median returns & a shrinking pool of winners

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