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Investing is Just Answering a Series of Questions: Explaining the Reverse DCF

Speedwell Research speedwellmemos.com

Framing investment opportunities relative to terminal value https://t.co/ZZZRls7VLP

Jason Trice🚢

x.com

MBOO analysis revealed that the sales reps were systematically destroying value by bidding too low, which increased their chance of winning the business but reduced the profits to the company

Guhan Subramanian • Dealmaking: The New Strategy of Negotiauctions (Second Edition)

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ROIC – The Underappreciated Variable in Valuation https://t.co/ZIdzLYKkGS

Finding Compounders

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The Secret Wealth Advantage

Akhil Patel

amazon.com

$HRBR just trading obscenely cheap now. There’s so much value to be found in over the counter markets. $100m market cap with its market cap in net cash and trading at a P/E ratio of 3 and returning capital to shareholders.

Myles x.com

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Bruce Greenwald has been teaching Value Investing for over 20 years at Columbia. Here's a concise breakdown of his Class Notes and how he thinks about Investing and Valuation: 1. The Essentials of Investing There are three premises that you need to understand... See more

Daniel

x.com

This is by Todd Combs in the latest edition of Security Analysis. I wonder how he did this since the formula for this calculation doesn't work if growth rate > discount rate? https://t.co/HpL0pbP5kQ

Marcelo P. Lima

x.com

Gentleman’s Idea #1: Stonex Group $SNEX Allocation: $30,000 Current Price: $98 Target: $120 Stonex Group, preciously INTL FC Stone, is a sleepy Futures Brokerage that has rapidly evolved into one of the largest agricultural and metals... See more

Cluseau Investments

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