There are value traps, growth traps, and a new category I’d like to introduce the quality trap. Below I’ll discuss what differentiates a quality trap from value and growth traps and how to identify them. Value, Growth, & Quality Traps A value trap is a company that you
The US-China Chip War is Escalating China is on a spending spree to get as much semiconductor-making gear as possible before U.S. sanctions get stricter. Meta Platforms: From Dorm Room to Global Dominance The early bear argument against Facebook now Meta was always “look what happened to Friendster and
Investment Talk recently wrote a great article called Moats & Capital Allocation that referenced this quote from Pat Dorsey from his book The Little Book That Builds Wealth. “For most people, it’s common sense to pay more for something that is more durable. From kitchen appliances to cars to
Wendy’s: Where’s the Beef? Wendy’s (WEN) is a simple, predictable, and profitable business model. Wendy’s generates a lot of cash and has committed to returning virtually all of it to shareholders, offering a yield of 5.3%. Additionally, the company's buybacks should add another
A collection of links highlighting the best insights from other investors.
Using Valley Forge's own words to understand why they own so much Fair Isaac.