June Street

@June_Street

Global Equity Investor - Widening Moats, Structural Growth, 10 Year+ Horizon.

F-18 Bahia Mar, Ft. Lauderdale
Vrijeme pridruživanja: siječanj 2014.
Rođen/a 1912.

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  1. 1. stu 2019.
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  2. 10. ruj 2019.
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  3. 10. ruj 2019.

    There are many opportunities in 'busted' luxury rn, here's [pic] a vote for 1913:HK. Turnarounds are *not* easy, nor is restoring lost brand lustre or catching up on ecommerce. But sometimes, they work brilliantly....

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  4. 9. ruj 2019.

    Who might be the Tobi Lutke’s of healthcare?

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  5. 9. ruj 2019.

    Here are my Sequoia Fund meeting transcripts, 2008-, by request. best wishes.

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  6. 7. ruj 2019.

    Some reflections [pic] on investing philosophy from the talented Bob Goldfarb

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  7. 9. kol 2019.
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  8. 8. kol 2019.

    Founder-led businesses can drive huge returns... but what distinguishes those that thrive post-founder vs. the flame-outs? e.g. KO [Asa Candler+], DIS [Eisner+], MSFT [Nadella+], Standard Oil [+Rockefeller] all kept going. Why?

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  9. 8. kol 2019.

    M. Agon [once again] brings the heat

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  10. 25. srp 2019.

    Indeed... what could be better on these super hot days than a nice G+T? Try the Villa Ascenti, I say

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  11. 23. srp 2019.

    An oldy but a goody like corporate culture, control structure is an edge that never seems to fade

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  12. proslijedio/la je Tweet

    Looking back, landing on the moon wasn’t just our job, it was a historic opportunity to prove to the world America’s can-do spirit. I’m proud to serve the country that gave me this historic opportunity. Today belongs to you. We must hold the memory of close.

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  13. proslijedio/la je Tweet
    14. srp 2019.

    Brilliant piece from the on why the "obsession of advertisers to make their advertising perfectly individualized and perfectly personalized may be perfectly wrong"

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  14. 19. srp 2019.

    last one on RCO:FP premiumization strategy

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  15. 19. srp 2019.

    and here's a 50 year chart of NH's P/E because why not 3/3

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  16. 19. srp 2019.

    ...and finding these is a far more valuable use of research time /2

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  17. 19. srp 2019.

    New Horizons team note only 2.4% of their small cap universe qualified as 'compounders' - returning 20% a year for 10 years /1

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  18. 19. srp 2019.

    Pretty good ytd at DIM:FP does anyone have a better runway in this vertical?

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  19. 17. srp 2019.

    Ben Graham on his 200+ bagger in GEICO--> [pic] 'one supremely shrewd decision... make account for more than a lifetime of journeyman efforts' so how do you *really* want to allocate your research time?

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  20. 15. srp 2019.

    pic repeated here-->

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