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NVIDIA DCF Valuation Model Built From Scratch | FREE EXCEL INCLUDED (2023)
youtube.comBryan Lawrence: How to beat the market using concentrated value investing
youtu.beMy favorite listed BDCs trading at NAV discounts:
FS KKR $FSK: -14.8%
Bain $BCSF: -4.7%
Nuveen Churchill $NCDL: -2.4%
Kayne Anderson $KBDC: -2.5%
Disclosure: Long in $INCM.to
Julian Klymochkox.comValue Investing with Legends Columbia Business School
podcasts.apple.comClaude created a Financial Analysis product. The AI tool is plugged into Box, Daloopa and real-time data from Factset, Morningstar, Pitchbook and S&P.
A user can prompt an editable DCF Excel model and investment memo in under 30 minutes. https://t.co/QpXksCdW1x
Trung Phanx.com
$IREN Q1: Dilution: 📊 (3/4)
Now we come to the most controversial topic of this earnings release: dilution — i.e., new share issuance.
During the quarter, through its open ATM facility, $IREN sold 10.02 million shares at an average price of $11.07, raising $110.9 million. This represents a... See more
Sharing my next vibe-coded app: The Weighing Machine.
Named after Buffett's famous quote: "In the short run, the market is a voting machine but in the long run, it is a weighing machine."
A while ago, I devised a growth-adjusted gross profit multiple, which simulates a napkin-math DCF... and... See more
Dr. burry be wilin on twitter these days - some original due diligence #bubble #2008 #drburry #thebigshort #bigshort #stocks #crypto
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