23 Comments
Dec 26, 2022Liked by Conor Mac

Great note Conor!

Agree on the macro one with a caveat. If you pick a great businesses run by a great owner/manager, are those managers who in the long run will make your job as an investor easier by making good capital allocation decisions for you.

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Great piece, Conor! Curious if there was a report you grabbed the image for point #8 from?

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Fun rant with lots of great information in there! 🔥🙏🏻

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Excellent piece, Conor!

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Excellent read - Thanks for sharing Conor! Merry Christmas.

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Every now and then I come across articles that I wish i’d written - this is one of those. Really good piece

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REITs' lead in returns ... yet under-covered space and not many there, especially retail investors ... strange

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I love a good Good Will Hunting reference. 👍

I showed the Tweet to David Kim, and he sent this. Funny stuff:

https://www.youtube.com/watch?v=Rm6UT3oy_u8

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Thanks for highlighting how staying in one's circle of competence can be done to a fault. We encourage people to constantly expand their circle by following rabbit holes of interest and taking action in small, consistent steps.

Thanks, Conor

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Great read Conor!

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Jan 8, 2023Liked by Conor Mac

Excellent, truly excellent. I have a strong dividend growth bias, and for beter or worse, I was able to retire at 54.

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