7 Comments

bro, thank you very much for all your work.

one thing which felt a bit strange - you mentioned Peter Lynch's quote and use Snowflake in the same paragraph. like, have you seen Snowflake's PE multiple?

“Invest in what you know & see around. Always ensure the long-term growth rate is greater than the P/E Ratio you pay. Any business that manages to keep a 20% growth rate for 20 years will reward shareholders with a massive return, even if the stock market overall is lower”

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Apr 5, 2022Liked by Francis

This was excellent, thanks for the valuable insight and review.

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Apr 4, 2022Liked by Francis

Very good idea and clean, easy-to-read format od portfolio summary. Very helpfull :)

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A beautiful and concise analysis of some of the companies I own. I liked the rational way of writing without technical jargon, which is usually very difficult to understand for a person like me who has no know-how of technology.

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