Tag: investing framework

Good businesses have the following characteristics: High return on invested capital (ROIC), long growth runway, with a wide moat.

Terry Smith is often referred to as the "English Warren Buffett."

Warren Buffett 2021 letter has dropped!

I am often asked how to value a company. In this post, I went back to basics and explained it in first principles.

Buffett once said: "When I see memos from Howard Marks in my mail, they're the first thing I open and read."

Buffett's letters taught me more about investing than any business school ever could. Even after investing for 14 years, I uncover new insights every time I reread his letters. Recently, I reread his letters from 1977 to 2020 for a third time. Here are my key insights.

In this podcast, I share about my journey, the investment framework I favors, how I looks at loss-making companies as well as my thoughts on Chinese stocks such as Alibaba.

Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking. Their letters from 2002 to 2015 provided a treasure trove of insights into their investment frameworks and how they look at the capital cycle. Here are my main takeaways.

At 30 years old, Jeff Bezos left his cushy career in banking to start an online book store.His letters as the CEO of Amazon are a treasure trove of insights into investing and life.I have consumed all of Jeff's letters & interviews since 1997. Here is what I've learned.

Many of the top performing companies today operate in a winner-take-all or winner-take-most business dynamics.

I will go through these two styles of investing with real-life case studies. Get ready to go beyond theory and dive into application.

While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that are able to take over the responsibility of compounding your wealth for you.