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Finding Compounders (@F_Compounders) shared Norbert Lou’s investment thesis for…

Brief

Finding Compounders reposted Norbert Lou’s 2001 investment thesis for NVR on VIC as a model pitch, noting Joel Greenblatt historically distributed Lou’s first three write-ups to his Columbia students to teach how to craft a brilliant investment thesis; the tweet calls the NVR write-up a must-read.

Why it matters

Finding Compounders (@F_Compounders) shared Norbert Lou’s investment thesis for NVR on VIC from 2001 and labeled it a “must read.”

Key details

  • Joel Greenblatt reportedly handed out Norbert Lou’s first three write-ups to his Columbia students to demonstrate an exemplary investment thesis.
Source evidence

If you ever want to learn how to write an investment pitch - this is a great example

Finding Compounders (@F_Compounders)

Joel Greenblatt would always hands out Nobert Lou’s first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like.

Norbert Lou’s investment thesis for NVR on VIC back in 2001.

Must Read

— https://nitter.net/F_Compounders/status/1924136709094089135#m