So, the wonderful companies are not the end. Right? Here is TLDR for good corporate governance:
- Sometimes there is a condition in which the superb management team could do almost nothing impactful.
- Capital allocation plays an important role.
Finding The Edge
So, the wonderful companies are not the end. Right? Here is TLDR for good corporate governance:
How long have you been in the game? 5 years? In the last 3 years, how much have you advanced? This is not only your question but also ours. How long have you been with us? 2 years? How much do you get better by coming to us? Here we’re now making a recap of our article. To remind you what is important, to give you a checkpoint, and to know how our progress in the understanding of the stock market.
Continue reading “Understanding of The Stock Market: Misconception”Every year, via Berkshire Hathaway’s annual letter to shareholders, Warren Buffett shows us his portfolio. Moreover, so many great investors also tell about his approach – whether it is blogs, YouTube channels, or apps. Can we just copy-paste investing strategy of Warren Buffett?
Continue reading “Investing Strategy of Warren Buffett: You Can’t Just Copy”The complete title of Marry Buffett’s book is Warren Buffett and the Interpretation of Financial Statements: The Search for the Company with a Durable Competitive Advantage. The title contains our favorite subject: Competitive Advantage, one of the most important but rarest topics in investing.
Continue reading “Marry Buffett’s Book: Part One. Gross profit Margin.”So far, we have tried to fix some investing rule misunderstandings. We have redefined and explained many investing terms like intrinsic value, the margin of safety, growth versus value, and others. Today we try to target one of the most used quotes in the stock market: “One bird in the hand is better than two birds in the bush”.
Continue reading “Investing Rule Misunderstandings: Birdless Bush”Many resources – whether it is Reddit thread, YouTube video, or blog – often quoted what Warren Buffett says and what he writes. Unfortunately, only a few (including us) give a deep analysis of Oracle’s portfolio. We believe, looking carefully at his portfolio, investors could understand more about Warren Buffett Investing Strategy.
Continue reading “Warren Buffett Investing Strategy. Berkshire Monopoly”The formal definition of margin of safety is buying the stock below the intrinsic value. This official definition doesn’t help in practice. Here we offer some thought to help investors grasp this iconic idea.
Continue reading “The Margin of Safety: Why Value Investor Miss Tesla”Is Aero Industry Business Advantage exist? Seven years ago, at the Berkshire Hathaway annual meeting, Warren Buffett said, “the airline industry is a death trap for investors”.
Continue reading “Aero Industry Business Advantage: Moat In The Sky”Some traders and investors sometimes fall into the same trap: hammer and nail cognitive bias. As a stock market trader seeks the best indicator, so does a fundamental1 investor search for the best valuation ratio.
Continue reading “Hammer and Nail Cognitive Bias In Investing: DCF”Berkshire Hathaway analysis: What do you think about Warren Buffett investing style in practice? If Warren Buffett holds Costco and needs to buy Phillip66, first, he has to sell his Costco shares. Don’t you think so? Warren Buffett gives so much advice about investing. Unfortunately, there is a thing that he does not tell us.
Continue reading “Berkshire Hathaway Analysis: Be a Full-time Investor.”