Tag: investing

A step by step guide for busy people.

A costly mistake.

Add these 10 CEO letters to your reading list to learn from their investing philosophy, business acumens and mental models.

This company has brought much joy for fans of memes and its shareholders.

From my favorite book.

There are 63,105 stocks in the investing universe. But only 947 firms drove ~100% of the returns. That's less than 1.5% of the entire investing universe. Without a screener, it is like finding a needle in a haystack. Here are the top 5 screeners to hunt for winners: A quick rundown: 1. Revenue growth > 10% 2. Gross profitability ratio > 20% 3. Debt to ...

Peter Lynch's secret to picking stocks. My notes from One Up On Wall Street.

Why the trajectory of a moat is more important than the size of a moat.

Click here to read the latest research report on Alphabet if you haven't already. To understand why it is so difficult to compete with Google, let's look at how the search engine has evolved over the years. The Love Hate Relationship With Marketers Yes, Google constantly has to compete with markets who are trying to figure out ways to fend off markets who are trying ...

Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for the lion share of their revenue. This comes from the Google Search, Youtube and Google Network partners’ properties (“Google Network properties”). (2) Non-advertising revenue such as Google Play, hardware, and YouTube non-advertising. (3) Google Cloud. Let’s dive into the mechanics of each segment. Advertising Revenue ...

Long feedback loops and short feedback loops

Few people know that Lynch wrote for Worth Magazine from 1992 to 1999. It's a 181 page bonus scene to his best seller.