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An inspiration engine for ideas
"Our long-held view [is] that compounding capital is a distinct discipline with distinguishing characteristics rarely found in practice."
- John Neff, Akre Fund
Q4 Letter ..
https://t.co/RrLyNFrLPa
The CrunchBase Daily e-mail, Fortune Magazine’s Term Sheet and the StrictlyVC blog are great sources for information on daily deals.
Bradley Miles • #BreakIntoVC: How to Break Into Venture Capital And Think Like an Investor Whether You're a Student, Entrepreneur or Working Professional (Venture Capital Guidebook Book 1)
Financials
Lorenzo • 10 cards
Weekly newsletter (translation from Dutch available on Desktop). Turtle Creek Equity Fund, $BRK.A $BRK.B, $BREB.BR, $BN $BAM, $CSU.TO, $INVEA.ST $INVEB.ST, $MBB.DE + $SOF.BR https://t.co/f3RuYGtzzn
sustainable bank
Miranda Fan • 1 card
portfolio
lou (they/he) • 1 card
Evaluating $FTNT's excellent LTM FCF margin of 40%.
Let's break down FCF margin into gross margin, opex, capex, and changes in working capital.
Gross margin
FTNT has a good gross margin of ~76% that we expect will increase further thanks to its deep vertical integration. ___LIN... See more