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On Tuesday, September 29, I’m hosting a free masterclass on how to find the best companies in the world.
It’s a one-hour live webinar where I’ll walk you through exactly what I look for when analyzing a company.
And at the end, we’ll have a Q&A. I’ll stick around until we’ve answered all your questions.
Hi Partner 👋
It’s time to update our watchlist today.
The Buy-Hold-Sell List helps you track Our Investable Universe.
Are there some attractive companies available today? Let’s find out.
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For years, I’ve shared the companies I own and why I own them.
But there’s one thing I’ve never really shown you:
What happens before I buy.
Because buying a stock isn’t about finding a great company and immediately hitting “buy.”
There’s a process behind it.
On Tuesday, September 29, I’m going to walk you through that process, step by step, in a live one-hour masterclass.
It’s completely free.
And at the end, we’ll have a live Q&A. I’ll stay until we’ve run out of questions.
Here’s what I’ll show you:
The 6 things I check before buying a stock
The exact order I check them in
The 3 types of businesses I keep coming back to
Why most professional fund managers fail
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Crazy Mr. Market
Have you ever noticed how quickly Wall Street can go from loving a business to writing it off…
And then change its mind?
Earlier this year, Wall Street decided that enterprise software, IT consulting, and accounting were at risk of being replaced by AI.
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Here are some statements:
Companies will build their own software and cancel their SaaS subscriptions.
Why pay a consultant when you can just ask AI?
Upload your documents to Claude, and it can prepare your tax return. So what happens to accountants?
Databases like Salesforce will become unnecessary.
Magazines like the Economist had cover stories about AI disrupting jobs: