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Important Update Regarding Your Subscription
Hello, This is a bittersweet message, but I wanted to personally let you know that I've decided to end the Seeking Winners paid subscription and today…
Aug 10
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Seeking Winners
4
1
Brown & Brown Acquires RSC
Our Take & Valuation Update
Jun 14
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Seeking Winners
9
Brown & Brown (Excerpt From Our Upcoming Letter)
The text below is taken from our Spring 2025 investor letter.
Mar 26
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Seeking Winners
9
Join my new subscriber chat
A private space for us to converse and connect
Feb 16
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Seeking Winners
The Dilution Dilemma
How Stock Options Affect Shareholder Value
Mar 25, 2024
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Seeking Winners
1
1
Unveiling the Creative Spark
A Look into Rick Rubin's "The Creative Act"
Mar 24, 2024
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Seeking Winners
1
The ROIC Connection
How Efficiently You Use Capital Matters
Mar 23, 2024
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7
Musings on Long-Term Investing
From Decisions to a Way of Being
Mar 17, 2024
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3
Knowing Your Edge
Taking Advantage of Private Market Opportunities
Mar 15, 2024
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Seeking Winners
2
Overseas Investments
A New Holding
Jan 14, 2024
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2
Why Reinvestment Opportunities are so Important
& why dividends can actually hurt you
Oct 27, 2023
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Seeking Winners
2
Drawdowns
The short-sightedness of traders masquerading as investors
Oct 26, 2023
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Seeking Winners
1
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