Threads
Vishal Khandelwal(@safalniveshak ) recently interviewed Guy Spier(@GSpier ) on his YouTube channel. He asked Guy what his investment checklist would look like or what would Guy l...
“ROIC is one way to measure whether a company’s earnings are sufficient relative to the capital it has invested.” Key takeaways from ROIC and Intangible Assets by M. Mauboussin (@...
Thread: Key Takeaways from The Retention Rate Illusion by Patrick J. Wierckx (@SwitchCost ) I would appreciate to hear @d_mccar and @faderp thoughts on this paper. https://t.co/d...
5 Key Takeaways from Return On Invested Capital: How to calculate ROIC and handle common issues by @mjmauboussin and D.Callahan . “ This report is about ROIC, a financial metric...
Let’s dive into Mohnish Pabrai’s ( @MohnishPabrai )Spawner Framework. Having Spawners in your portfolio can result in above average returns for the investor. Spawners are compan...
Here is a little lesson on Survivorship Bias. Ever heard of Abraham Wald. Abraham Wald was a Jewish Hungarian Mathematician who was part of the the Statistical Research Group at...
I have threads on each of the listed investors . I’ve attached them below if you interested https://t.co/dGsp3jqfuz
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: 1.Capacity...
Key takeaways from a YouTube video “What is Risk” by @AswathDamodaran “ Risk is risk, whether you put a number on it or not” https://t.co/CrDqez36Yz
Key takeaways from “Categorizing for Clarity: Cash Flow Statement Adjustments to Improve Insight” by @mjmauboussin , D.Callahan Profits are an opinion. Cash is a fact- Alfred Rap...
5 Key takeaways from One Job by @mjmauboussin, D.Callahan “Expectations are like the odds on the tote board that a racehorse will win. Fundamentals are the results of the race” h...
3 Key takeaways from “How Quickly They Forget” by Howard Marks “ When I see memos from Howard Marks in my mail, they’re the first thing I open and read”- Warren Buffett https://t....