Lizquidity Profile picture
My articles: https://t.co/REdqUCHy9r
Dec 14, 2019 56 tweets 12 min read
Just broke Venkat so I’ll do my own assignment.

1 like = 1 opinion on... investing, I guess.

Maybe a few per like if no one wants to play. 24. Economic moats are cool but aren’t the only thing.

Commoditized businesses can be great investments despite low AVERAGE returns if the range of possible outcomes is wide enough.