Analyzing Good Businesses (AGB)

Standard Introduction

Disclaimer: Please be advised that AGB is not investment advice. We may or may not own securities that are mentioned in the issues of AGB.

Welcome to AGB by me, YoungHamilton.

The goal of this newsletter is to share how we analyze good businesses with the broader investing community. The main focus of the newsletter will be on the fundamentals of quality businesses.

We hope to impress upon the reader a simplified reasoning as to why a business should compound in value over time. Growth = Incremental Capital Returns x Reinvestment Opportunities.

We’re going to stay away from discussing valuation or making stock recommendations.

With that out of the way, please subscribe to the newsletter for future issues of AGB. It will remain free until there’s a reason to have a paid tier.

In the meantime, tell your friends!