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New listeners often ask us what episode to start with. Here are the top 10 by all-time downloads: 1. Amazon Pt 1 2. TSMC 3. AWS 4. Walmart 5. Berkshire Pt 1 6. Benchmark Pt 1 7. NVIDIA Pt 2 8. Enron 9. Ethereum 10. Sony Runners up: T Swift, NVIDIA Pt 1, Peloton, Bitcoin.
How to find great companies: -Revenue growth > 5% -Profit growth > 7% -FCF / earnings > 80% -ROIC > 15% -Net debt / FCFF < 5 -Debt/equity < 80%
I’ve been in the investing business for over 20 years. Here are 10 important lessons I’ve picked up along the way. 🧵
A great post by @chriswmayer “I received a package this week – a three-ringed binder documenting a 100-bagger. Peter O’Keefe, of O’Keefe Stevens Advisory, compiled this work. He bought the stock in 2013 and last year he got his 100 bagger.” $NVDA woodlockhousefamilycapital.com/post/100-bagge…
Warren Buffett: How Many Stocks Should You Own? newtraderu.com/2022/11/11/war…
newtraderu.com
Warren Buffett: How Many Stocks Should You Own? - New Trader U
In his 1962 partnership letter, Warren Buffett gave his investing clients an overview of his value investing strategy he calls The Generals.
For those who are interested in day trading this is very important here in AUS chng.it/VFgfZLJCpH
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Can you spare a minute to help Matt Burns?
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Earlier this month I wrapped up my 30th consecutive year of teaching Security Analysis @Columbia_Biz. I am often asked how the curriculum has changed over the decades. Here are some thoughts. The course has four sections - the first is on markets (i.e., are markets efficient?)
-4.4R today. All but one stop was hit. Nothing new as I’m regrouping for next month as this one has been very rough. -15.5 R net. Sizing down next month for sure.
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