MJS @MJS_IP
Investor. Posts are not investment advice. Full disclaimer: https://t.co/WvxjLcL4bl twentypunchinvestments.com Joined May 2022-
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Browning West publicly released their Letter to Board of Dominos Pizza Group PLC. Hopefully releasing letter publicly puts some pressure on $DOM.L management and board to increase share repurchases and stop pursuit of acquiring second brand. prnewswire.co.uk/news-releases/…
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MJS retweeted
You don't need a complicated and smart thesis to make money. The only thing that matters is that you are right. And it's (way) easier to be right on something simple. (2/5)
MJS retweeted
One of the companies I wanted to write about in Buffett's Early Investments (pre-order here: amzn.to/3TvSHSc) was Merchants' National Properties. I couldn't find the right documents so I picked something else. But I did come across this letter from Warren Buffett to an…
MJS retweeted
$tdg consistency is incredible
MJS retweeted
Long term returns almost always come down to how shrewdly capital is reinvested. It helps to have a genius doing it.
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