This year, the Oracle flew over to Los Angeles and ran the AGM with Charlie Munger, Greg Abel (upcoming Chairman), and Ajit Jain. And of course, plenty of insights are …
The biggest returns earned over a long period would come from compounders—that is, companies who are monopolistic or oligopolistic and are able to grow their earnings power by 20% to …
To all my readers, As some of you may know, I left my full-time employment to focus solely on this publication and I’m immensely thrilled to share with you my …
Finding the next multi-bagger could be life changing. Today’s article we cover the checklist of hunting a multi-bagger.
In this podcast, we go over the following:
Deep Value vs. Quality GrowthFundamental Analysis for Growth Companies – customer satisfaction, employee satisfaction, retention rates, founder-led, TwitterMental Models – Circle of Competence, …
Building software has become a lot easier with the software supply chain maturing. Companies are now able to take off-the-shelf building blocks and focus all their resources on developing their …
Dollar General is a well-managed company whose business model has shown to be resilient against economic downturns and the threat of e-commerce. In this COVID-19 environment, the company has delivered …
It does not matter whether earnings is accretive post-acquisition. In other words, whether the EPS does up, down or sideways in the short-term does not matter.
The happiest place on earth. It is near impossible to replicate Disney’s share of mind even if you have all the money in the world.
The Disney name is well-known to …
Despite the backdrop of COVID-19, the year 2020 has been good to me. Writing online made me a better learner and allowed me to meet people smarter than me from …
There is only one combination of facts that makes it advisable for a company to repurchase its shares: First, the company has available funds — cash plus sensible borrowing capacity …