How Growth, Return on Capital, and Discount Rate Affect Valuation
Nobody will know where interest rates are headed, but it is important to appreciate the relationship between the discount rate ...
Tag: moat
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 ...
How Ferrari Delivered Outsized Returns for Investors with Its Economic Moat
The moat surrounded Ferrari has proven to benefit investors immensely. Since its spin-off in 2016, it has delivered a CAGR ...
Breaking Down My Investing Framework
I started my investing journey around 14 years ago, after reading Rich Dad, Poor Dad. The idea of acquiring income-producing ...