10-K Diver
I help people understand the fundamentals of finance and investing.
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Imagine that Elon Musk decides to give away his $150B. He writes a $10M check, and sends it to a random US household. He does this 15,000 times; 15,000 * $10M = $150B. If there...
1/ The Founders, written by my friend Jimmy Soni (@jimmyasoni), is one of the best business biographies I've read. It's the story of PayPal and the early days of the Internet --...
1/ Get a cup of coffee. In this thread, I'll walk you through the key elements of a Cockroach Portfolio. As investors, we want our portfolios to produce reasonable returns witho...
1/ Get a cup of coffee. In this thread, I'll walk you through the economics of an internet newsletter. If you want to start your own newsletter (or are just curious about what i...
1/ Get a cup of coffee. In this thread, I'll walk you through the art and science of valuing a company. The Goal: We want to figure out how much a company is worth -- so we know...
Folks, here's our Money Concepts episode with @BrianFeroldi. Brian shared his investing journey with us. We talked about his new book, and about many investing concepts. It's ~1....
Folks, here's our Money Concepts episode on the key investing lessons we can learn from Warren Buffett's partnership and shareholder letters. It's ~1.5 hours of audio. If that's...
Folks, here's our Money Concepts episode on Value vs Growth -- and why Buffett says Value and Growth are "joined at the hip". It's ~1 hour, 45 minutes of audio. If that's too muc...
Folks, here's our Money Concepts episode on how to understand a Balance Sheet. It went on for ~1.5 hours. If that's too long for you, scroll down for the 3 key things we should l...
1/ Get a cup of coffee. In this thread, I'll walk you through Recurrence Equations. This is a beautiful area of math, with many finance/investing applications. Plus, it can tea...
My friend @Gautam__Baid (and author of the excellent book, The Joys of Compounding) is launching a new Chapter. It's called "Qualitative Investing And Fund Management". Through t...
1/ Get a cup of coffee. In this thread, I'll show you how to read and understand a company's Balance Sheet. As investors, we should be able to judge businesses by looking at the...