Tariffs got a 90-day pause but uncertainty remains. Even if they are implemented after 90-days, these stocks will still thrive in a high tariff environment!
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Great post here, thanks. I too hadn't realized how diverse Pepsi is, and that it has a lot of localized production. And I liked the quote from Marks - "the world generally doesn't end...."
Great insight. Most of these are already my main portfolio. And I’ve been adding heavily.
Great to hear that, I believe your portfolio is positioned very well for the long term🙏🏻
Some good ideas here. Are some yet to be added to your portfolio?
Yes, there are 3 I am yet to own.
Thanks for the generous sharing, curious to know which 3 and reasons? Awaiting better price point or resolution of transient concerns, etc?
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
Great post here, thanks. I too hadn't realized how diverse Pepsi is, and that it has a lot of localized production. And I liked the quote from Marks - "the world generally doesn't end...."
Mr. Erkan Rocks! Turn cnbc/Fox Business/Bloomberg OFF. Read/listen to guys in the trenches like Mark's/Erkan!!!!!
BRUTAL
where did you read that NU was planning to move HQ to UK?
Thanks
This time is not different. Buy quality.
10, I gave American Express in introduction