Thomas Chua
Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
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At 99, Charlie Munger is still one of the sharpest minds around. In the latest 2.5 hours $DJCO meeting, he discussed: - His mistake with $BABA - Views on Chat GPT - China geopoli...
The investor's bible. By the father of value investing and mentor to Warren Buffett. After reading all 725 pages, I was blown away. Here are 18 timeless lessons you can apply to...
Three main engines that drive stock returns: - Earnings growth - Change in P/E multiple - Change in shares outstanding Here's my notes from John Huber's presentation at the FinTw...
Everyone says, "A bad management can ruin a good business." But how the hell do you even assess management? Here are 25 qualities you should look for: (Lessons from Buffett, Bez...
The investor's bible. By the father of value investing and mentor to Warren Buffett. After reading all 725 pages, I was blown away. Here are 18 timeless lessons you can apply to...
If you invest, you MUST learn how to analyze the Income Statement. Income statement provide insights into a company's: - Growth potential - Moat trajectory - Red flags A complet...
Li Lu is one of the greatest investors of our time. He's spoken at CBS and Peking University, and published a book on value investing. He spoke extensively about the way to resea...
Mohnish Pabrai primarily invests in small, unloved companies. His best investment? The $650,100 he paid for lunch with Buffett. He absorbed Buffett's wisdom like a sponge and sh...
You should know about Allan Mecham. At 22, he dropped out of college to start his fund, Arlington Value. From 2008-2016, he delivered an impressive 30% CAGR over 8.5 years! He r...
I've read over 1,000 Annual Reports. Here's how to read an annual report in 1 hour. A step-by-step guide for busy people:
P/E ratio 101 P/E ratio is one of the most popular tools analysts use to value stocks. But it is one of the MOST misunderstood (or misused) metric. Here's P/E ratio 101:
I asked, "Which CEO letters to shareholders offers the maximum amount of insights?" I received 200+ responses. You must add these 10 CEO letters to your reading list ASAP: