Capital Allocators with Ted Seides, Ep. #32 (Paul Johnson and Paul Sonkin – The Perfect Investment) “Fama says that an efficient stock is one where the market incorporates all available information. So, there are 3 major parts of that: the information has to be properly disseminated and the second is that it has to be […]
Tag Archives: Machine Learning
[XPEL] Xpel
[XPEL] Xpel Inc
April 1, 2024
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
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Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
March 18, 2024
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
February 26, 2024
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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Continue reading →[TDY] Teledyne
[TDY] Teledyne
February 7, 2024
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
January 18, 2024
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
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