Sidecar Investor @sidecarcap
Private Investor | World-Class Operators | DMs Open sidecarpartners.com United States Joined December 2012-
Tweets6K
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Followers25K
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Following746
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Likes14K
"The most valuable assets in any business are people and relationships." -John Malone
X/Twitter has become the greatest investor sentiment indicator ever created.
Which CEOs do you trust to make disciplined acquisitions? Zero points for saying Mark Leonard.
Investors are skeptical of acquisitive companies. But I suspect it’s the really the dilution that does the damage. Whether growth is organic or acquired matters less if the company doesn’t issue a ton of shares to finance it.
Bad businesses stall, average ones work hard to grow, while exceptional ones are pulled into existence by customers.
Sidecar Investing is simply the inverse of activist investing.
Suspect most investors go through an ‘intellectual phase’ filled with fancy math and ancient philosopher quotes. I certainly did. The faster you move past it the better.
Who is the best CEO few people have heard of?
Often, the best stock to buy is one you already own. There’s no need to force the hunt for new opportunities.
Catching big winners takes some luck. But that’s not the same as being lucky.
Seems quaint now
📊Natural A/B test reveals that my blog readers love Canadian SMID caps but are not interested in my interpretation of Amazon shareholder letters 🤷♂️Oh well; the audience I care most about is 🙋♂️ 🟢I just took the paywall off and think you'll enjoy if you too own shares of $AMZN
📊Natural A/B test reveals that my blog readers love Canadian SMID caps but are not interested in my interpretation of Amazon shareholder letters 🤷♂️Oh well; the audience I care most about is 🙋♂️ 🟢I just took the paywall off and think you'll enjoy if you too own shares of $AMZN
“The beginning of every failure has some sense of arrogance that creeps into the culture. And that arrogance is normally top down.”
The wealthiest people I know all got there in a similar way: They owned a handful of assets (but not dozens) and returns were ultimately driven by one or two exceptional companies. Seems to be true in public and private markets.

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