Why I Own Disney Shares
The happiest place on earth. It is near impossible to replicate Disney’s share of mind even if you have all ...
Tag: Company Analysis
Why Did Bill Ackman Buy into Hilton?
Hilton first got my attention earlier this year when Ackman doubled down. This was after his incredible timing (both with ...
Why I Initiated a Position in Fastly
Initiated a stake in Fastly this week to make myself follow through on deep diving into this company. They reported ...
How to Screen for High-Quality Compounders?
Using the gross profitability method, a dollar invested in the market between 1973 to 2011 grew to over $80. While ...
Amazon and the Problem with Reported Earnings
Where the key value driver of a company is in intangible investments, investors need to look beyond reported earnings. Especially ...
Figuring out a Company’s Intrinsic Value with PE Ratio
The price-earnings (P/E) multiple has been one of the most popular tool analysts use to value stocks. A company trading ...
What Makes Mastercard a Compounding Machine?
Investors who held Mastercard for the past 10 years, have been rewarded handsomely with a 27.4% returns compounded annually. A ...
My Key Takeaway from Berkshire’s AGM 2020
Warren Buffett started the Annual General Meeting (AGM) with a seemingly bullish stance, diving into America's history and how it ...