Sublime
An inspiration engine for ideas
Capital allocation is one of management's prime tasks. Today we are publishing our most comprehensive research ever on capital allocation: "Capital Allocation: Results, Analysis, and Assessment."
https://t.co/9gvqDgUfDl
Michael Mauboussinx.com"How it started: DCF and other methods were once important tools used to calculate the value of individual equities. Equity markets were a place companies went to raise money for expansion and investment.
Unanchored - Epsilon Theory
From each according to his ability, to each according to his ability to effectively deploy capital to achieve real economic growth.
Money is the Map
discipline. With hindsight, our capital cycle approach has failed at times when we have underestimated the impact on industries of political and legal interference, disruptive technologies and globalisation.
Edward Chancellor • Capital Returns
Can you control your employer? Can you control your salary? Can you control the economy? Can you earn $50,000 one year and next year bank $50 million? Can you control anything about your job, including your measly 4% pay raise?
MJ DeMarco • The Millionaire Fastlane: Crack the Code to Wealth and Live Rich for a Lifetime
Career
Rohit Majumdar • 1 card
portfolio career
Gabriela Leal • 14 cards
The process looks meandering a lot of the time. Do I also strive for productivity? Yes, but it is a delicate balance, and I think the pitfall is to force something to happen that must happ en on its own . Observing the professional investment world writ large, its preoccupation with efficiency, predictability, and standardization is striking: indus... See more
Direct_and_indirect
If you know someone who is looking for an experienced analyst for a small or mid size value oriented fund, please DM me. I like my current role, but it doesn’t play to my strengths. My research samples are below and I’ll be happy to send more details.
Fairway Researchx.com