Pillars & Profits

@pillarsandprofits

Soren Peterson is the author of the "Pillars and Profits" Substack, where he analyzes high-quality, long-term businesses. He focuses on a concentrated portfolio of companies with durable competitive advantages, strong balance sheets, and excellent capital allocation, and has also conducted first-principles analysis on companies like Brookfield (BAM). Peterson is also the co-author of the book "Early Bird". 网络评价：BAM/Brookfield第一性原理分析