Threads
16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses https://t.co/OIOzUKsEU0
David Einhorn’s Speech at the Value Investing Congress in 2006. He goes into and explains how to look at ROE( Return on Equity) https://t.co/mrlRDDcfS8
This is Tom Russo of Gardner, Russo & Quinn. He returned 12% annually between 1990 and 2016 for his investors. He looks for businesses which have two characteristics: -Capacity to...
KKR and the $25 Billion Buyout KKR vs RJR Nabisco In 1976; Kohlberg, Kravis and Robert’s left Bear Stern’s to form KKR, a private equity firm , which would become the most pr...
How Bill Ackman(@BillAckman) turned $60 million into $1.6 billion In 2008 , Bill Ackman invested in General Growth Properties , which was then the second largest shopping mall co...
ROIC – The Underappreciated Variable in Valuation https://t.co/PtbFDzXkCo
Berkshire’s Good Luck Hiring “If Charlie and I and Ajit are ever in a sinking boat — and you can only save one of us," Warren Buffett once said, "swim to Ajit. The Story of Ajit...
The Trouble With Value https://t.co/Yid7wv5DDn
Analyzing Earnings Quality https://t.co/owAEjAGwqK
I’ve received requests to cover Phil Carret, who Warren Buffett views as one of his Investment hero’s. He has actually written two books. The first : The Art of Speculation is re...
In 1977, Warren Buffett wrote on article in Fortune: "How Inflation Swindles the Equity Investor” Here are some key takeaways from that article: https://t.co/P1RBsCtJfD
Guy Spier’s(@GSpier ) Economic High Ground Mental model Let's use a real estate analogy to explain this model It is better to own A grade real estate in the city center than to...