10-K Diver
I help people understand the fundamentals of finance and investing.
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1/ Get a cup of coffee. Let's talk about the Birthday Paradox. This is a simple exercise in probability. But from it, we can learn so much about life. About strategic problem...
1/ Get a cup of coffee. In this thread, we'll cover *State Quantities* and *Flow Quantities*. This mental model can help us analyze many different entities -- from complex engin...
1/ Get a cup of coffee. In this thread, let's talk snowballs. Snowballs are super fun! And they can teach us so much about life, about things that grow over time, their rates of...
1/ Get a cup of coffee. In this thread, I'll walk you through the Rule of 72 -- and related "mental math tricks" for investors.
1/ Get a cup of coffee. In this thread, I'll help you understand Warren Buffett's famous quote: it's better to buy a wonderful business at a fair price than a fair business at a...
1/ Get a cup of coffee. In this thread, I'll share with you my thoughts on *investing* vs *speculation* -- and how to tell them apart.
1/ Get a cup of coffee. In this thread, I'll help you understand the relationships between *investing* and *inflation*. https://t.co/8KKApyc6vU
1/ Get a cup of coffee. In this thread, I'll help you understand Stock Based Compensation (SBC). As investors, I think we can gain a lot of insight into companies by looking at...
1/ Get a cup of coffee. In this thread, I'll help you understand the basics of Estimation Theory. https://t.co/vgMNPkVHrW
1/ Get a cup of coffee. In this thread, I'll walk you through tail risks and their dangers.
1/ Get a cup of coffee. In this thread, I'll help you understand Same Store Sales (SSS), and why it's such an important metric for retailers.
1/ Get a cup of coffee. In this thread, I'll help you understand the basics of depreciation.