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Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
LinkBLOOMBERG'S MOAT & AI FOR FINANCE CO-PILOTS
Look around for a moment and you see an incredible amount of effort to build an "AI for finance" co-pilot. We are working to compile a comprehensive list of these tools: our list is over 50 and growing (we will release this soon), almost all with impressive teams of either for... See more
Brett Caughranx.com
Michael Burry’s Ross Stores( $ROST) write up in 2000 https://t.co/a58FThmt9F
The difference between the unadjusted and the adjusted MEROI is a function of what percentage of SG&A isreclassified and the assigned amortization period. (See the appendix for a more detailed discussion.) If noSG&A is considered to be an investment, no adjustments are necessary. The higher the percentage of SG&A that is capitaliz... See more
Morgan Stanley • Market-Expected Return on Investment Bridging Accounting and Valuation
I just came across this Nick Sleep gem.
Here is an interview Nick Sleep did back in 2013.
Nick Sleep and Qais Zakaria ran Nomad Investment Management which over 12 years compounded at 18%. https://t.co/M1TheZo3ZK