I have been both a META and GOOGL shareholder for a few years now...

Thomas Chua
2023-12-13

I have been both a $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ shareholder for a few years now...

But never would I ever have expected that the popular narrative to become that Meta has a wider moat than Google.

If we invest solely based on first order impact, we are going to have a rough time as business owners.

There're a lot of moving parts and the truth is these businesses are a lot less fragile than most people think.

Trust me when I say:

  • Don’t buy based on stock tips alone

  • Avoid the news like the plague

  • Do not leverage And it will increase the odds of you compounding your wealth

My journey with investing began 15 years ago when I would visit my library every morning to read our local newspaper - The Business Times.

Back then, investing and business were foreign to me, but gradually, day by day, this habit helped me build up my investing knowledge bank.

Today, I published my first article for The Business Times. In business, growth is often celebrated. Yet, not all growth is good for shareholders.

Ideally, management should only invest for growth when they can reasonably expect the returns to exceed the cost of capital. S

ome companies, however, will engage in empire building at the expense of shareholder value.

A big thanks to @chin_investor for the opportunity & help with this piece! Here's how investors should evaluate growth:

ImageImage

Source:https://twitter.com/SteadyCompound/status/1734746597769261320

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Comments

  • SRNZ
    2023-12-13
    SRNZ
    Great ariticle, would you like to share it?
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