Sublime
An inspiration engine for ideas
Second, those who hold return-seeking capital assets but who do not lever up are comparatively disadvantaged if their competitors do.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Software Service, Inc. 3733, a small-cap Japanese leader in electronic medical record (EMR) software, worth about USD400mm mcap. This is a GARPy compounder growing revenue and profit at 8% and 9% 5yr CAGR, respectively, and trading at 14x fwd E and 2x bv.
EMRs are increasingly being adopted in Japanese hospitals with a... See more
Emerging Manager
Abie Cohen • 1 card
Michael Abata
@michaelabata
Baron Funds on CoStar $CSGP
Thesis: is poised for significant growth and doubling of free cash flow over the next five years through innovative expansion in the residential market and enhancing its already dominant position in com real estate services
(Extract from their Q1) https://t.co/HcKVnZmfYM
Real estate investment trusts, master limited partnerships, and royalty trusts often trade on their yield rather than their asset value. In some of those cases, analysts disagree about the economic meaning of depreciation and depletion—in particular, whether those items are akin to earnings or not. Without looking at the specific situation, I could
... See moreJoel Tillinghast • Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing (Columbia Business School Publishing)
Alternative Investments
Anthony Fiedler • 8 cards
Morris Esformes
@mesfo2