You're totally right about the shrinking focus on stock analysis. But don't forget that the real fundamental guys just watch and analyse stocks, they don't endlessly skim the news. It may surprise you, but there are some long-only investors quietly following you from Hungary as well.
So don't give up — your blog is one of the most valuable sources for fundamental investors.
Best wishes from Hungary, Europe
Martin J. Bulla
PS: and my guess for the still-unnamed company is HEICO :D
Thank you very much, Martin — this genuinely means a lot to me.
You are absolutely right: the real fundamental investors are usually not the loudest ones. They quietly study companies, read the filings, and think in years rather than reacting to every headline. It is great to know that some of them are following Slow Compounding from Hungary as well.
Comments like yours are exactly what motivates me to keep going and to continue putting in the extra work. Thank you for reading and for the very kind words.
Hello Alexander,
You're totally right about the shrinking focus on stock analysis. But don't forget that the real fundamental guys just watch and analyse stocks, they don't endlessly skim the news. It may surprise you, but there are some long-only investors quietly following you from Hungary as well.
So don't give up — your blog is one of the most valuable sources for fundamental investors.
Best wishes from Hungary, Europe
Martin J. Bulla
PS: and my guess for the still-unnamed company is HEICO :D
Thank you very much, Martin — this genuinely means a lot to me.
You are absolutely right: the real fundamental investors are usually not the loudest ones. They quietly study companies, read the filings, and think in years rather than reacting to every headline. It is great to know that some of them are following Slow Compounding from Hungary as well.
Comments like yours are exactly what motivates me to keep going and to continue putting in the extra work. Thank you for reading and for the very kind words.
And regarding your guess: We'll see 😄
Best wishes,
Alexander
Guess: Transdigm, looking forward to seeing more of your excellent work.
Appreciate your feedback!
Heico would be a fun read, that’s for sure
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Brilliant! I can't wait for the deep dive. Really enjoy your posts
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Hello Alexander. Keep up a great work.