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ICYMI
5 investment ideas from CBS’ 5x5x5 Russo Investment Fund.
Essential readings
What Howard Marks Really Meant When He Said "Risk Cannot Be Measured" (
)Logic: The Investor’s Greatest Adversary (
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The Most Underrated Skill in Investing (
)Bristlemoon June 2025 Quarterly Letter (
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Public Co. Boards - Think And Function Like A Raider Or Activist (
)Some thoughts when the share price stagnates (
)7 Powers - Network Economies (
)5 takeaways from Lynch’s 29% CAGR to find multibaggers (
)Warren Buffett and Berkshire Hathaway news of the week (
)Streaming is now 46% of TV viewing (
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Large Cap tech AI strategies in flux (
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Recommended Book
Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism
Mixing never-before-published and rare, original letters from Wall Street icons—including Benjamin Graham, Warren Buffett, Ross Perot, Carl Icahn, and Daniel Loeb—with masterful scholarship and professional insight, Dear Chairman traces the rise in shareholder activism from the 1920s to today.
Stocks Ideas
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Shopify (
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5 Compounders Ideas in Denmark (
)Nebius (
)AAON (
)ASML (
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A Microcap Diagnostic Company Trading at 2x Earnings and Growing at 19% (
)TSMC (
)Denmark Compounder With a Huge Growth Potential (
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Fox Corp (
)A contrarian bet on SEO; A GARP SaaS offering 80%+ upside (
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Thanks again for the mention.
"Dear Chairman" is a great book. Excellent recommendation. And, thank you for the inclusion of my article.