๐Portfolio ๐ง๐๐จ๐ช๐ก๐ฉ๐จ๐:
๐๐๐ฟ = 20,22 % โ
2023 = 72,78 % โ
2Y Return = 78,03 %
$SPX500 = 15,13 %
๐ฅ๐ฝ๐ช๐จ๐๐ฃ๐๐จ๐จ๐๐จ ๐ ๐๐ข ๐๐ฃ๐ฉ๐๐ง๐๐จ๐ฉ๐๐ ๐๐ฃ ๐๐ผ๐๐ 2: $WSO (Watsco Inc)
๐๐๐ฎ ๐๐จ ๐๐๐ฉ๐จ๐๐ค ๐จ๐ช๐๐ ๐ ๐๐ค๐ค๐ ๐๐ช๐จ๐๐ฃ๐๐จ๐จ?
Hereโs the essence of the investment case in 5 bullet points:
Watsco is the largest distributor of ๐๐๐ง ๐๐ค๐ฃ๐๐๐ฉ๐๐ค๐ฃ๐๐ฃ๐, ๐๐๐๐ฉ๐๐ฃ๐, ๐๐ฃ๐ ๐ง๐๐๐ง๐๐๐๐ง๐๐ฉ๐๐ค๐ฃ (๐๐๐ผ๐พ) ๐๐ฃ ๐ฉ๐๐ ๐๐ฃ๐๐ฉ๐๐ ๐๐ฉ๐๐ฉ๐๐จ
Serial acquirer with decentralized business model.
๐๐ฌ๐ฃ๐๐ง๐จ๐๐๐ฅ ๐๐ช๐ก๐ฉ๐ช๐ง๐: insiders own more than 60% of the voting power and almost 50% (!) of employees own shares of the company
Strong competitive advantage based on pricing power, a strong reputation, and economies of scale
Compounding Machine: Watsco ๐ง๐๐ฉ๐ช๐ง๐ฃ๐๐ ๐ฎ๐ฌ% ๐ฅ๐๐ง ๐ฎ๐๐๐ง to shareholders since its IPO in 1980 ๐ฅ
$GOOG (Alphabet)$ROL (Rollins Inc.)$QQQ
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โ๐โ๐ โ๐ผโ๐๐๐๐ผโ๐ป๐ธ๐๐๐โ:
โAlways copy all open positionsโ Consider your investment to be long term (3+ years). Don't copy for the short termโ
Best to copy with ๐ญ๐ฌ% of your portfolio and add ๐ฎ% every month โ
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