So my Adobe shares are up 50%…
The 5 Variables Needed to Value Any Businesses
In a podcast, Aswath Damodaran, the ‘Dean of Valuation,’ shared valuable insights on valuation. He explained the hidden traps in growth forecasting, how to think about discount rates and argued…
Lessons from Berkshire Shareholders Meeting 2023
It was incredible to see Buffett and Munger LIVE. And to meet so many investors from all around the world. There’s a lot to cover, so I’m going to break…
Brookfield Corp Research Report
The King of Streaming
It’s wild to think that a year ago, Netflix’s share price dropped as low as $164.28. That was when Bill Ackman sold his 7% stake in Netflix, at a loss…
A guide to 13Fs: Understanding Super Investors Buys & Sells
Value Investor Conference: Chuck Akre and Chris Cherrone of Akre Capital
Value Investor Conference: François Rochon
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Value Investor Conference: Lessons from Robert Cialdini & Joseph Shaposhnik
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
Why Warren Buffett Sold Most of His Bank Stocks