Substack · nobrainerinvestments · Calvin Blissett
Sallie Mae (SLM) 5.8x OE, Uber Cannibal (50% bought back since 2021), Outsider CEO, double digit EPS growth for years, 30% ROE. TAM just exploded. Franchise business model as a bank. 2.4% dividend
Beautiful historical parallel to Peter Lynch’s best investment ever, Fannie Mae a 6 bagger
Desde publicación SLM −10,0 % α −10,3 p. p. vs S&P 500 · USD