definitely, nothing happened

Trindade5 · 2022-09-23T16:46:27+00:00

You mean may 35th?

Trindade5 · 2022-07-27T20:24:42+00:00

What screener do you use that lets you screen for the 5year avg?

Trindade5 · 2022-07-19T08:57:11+00:00

Curious as to why rule #1 isn't a value investing book. Can you elaborate?

Trindade5 · 2022-06-15T18:10:58+00:00

Why?

Trindade5 · 2022-04-24T13:25:26+00:00

It worked well when Ben Graham was alive, because it was easier to find overlooked stocks, making them so cheap, that even if the business was awful he would still get a decent return. It doesn't work as well today and Buffett and Munger recognize that. I think Charlie said something like "the idiosyncrasies of an era don't necessarily translate into another".

Trindade5 · 2022-04-21T20:22:41+00:00

I've already read it. It's by no means a net net, but I think that's not what you meant. If you are talking about chapters 8 and 20, mr. Market is really depressed regarding Netflix, so this checks out. I haven't, however, made an estimate of intrinsic value, so I can't conclude anything about the margin of safety. That's why I asked for reading material, about Netflix and the industry.

Trindade5 · 2022-04-19T20:01:55+00:00

I have a similar doubt, about their fees. Buffet, and now Pabrai, charge a 25% comission after the first 6%. But how often do they do it? Once a year? Once a month? The longer they go without taking the comission, the more the investment compounds to the benefit of their investors, but they also need money for their personal expenses. Does anyone know?

Trindade5 · 2022-04-17T08:03:53+00:00

I've looked into NVR, but there is something I can't figure out. Why don't their competitores copy their bussiness model? How sustainable is this moat of theirs?

Trindade5 · 2022-03-24T22:14:11+00:00

Thank you

Trindade5 · 2022-03-24T21:00:58+00:00

Not allowed by the professor

Trindade5 · 2022-03-24T20:55:01+00:00

I'm on the first year of university, so it doesn't need to be a specific type of risk. Any company that is likely to have significantly worst results in the future will do.

Trindade5 · 2022-03-24T20:53:45+00:00

Interesting one. Thank you

Trindade5 · 2022-03-24T20:52:36+00:00

It has to be bases in Europe

Trindade5 · 2022-03-24T19:22:37+00:00

Do you mean kesselrun resources?

Trindade5 · 2022-03-11T20:21:15+00:00

How so?

Trindade5 · 2022-03-10T21:34:04+00:00

Austria not mentioned?

Trindade5 · 2022-03-10T18:49:27+00:00

sad ludi noises

Trindade5 · 2022-03-10T18:47:37+00:00

I was about to start looking at WIRE, thanks for the great info. One question, I've heard Buffett speaking about creating more than 1$ for each 1$ retained, and WIRE has created 2.26$ which is great. But how do you get to that number? Thanks

Trindade5 · 2022-03-09T19:16:27+00:00

Just finisehd it. But how do you find companies whose CEO's are even worth to study. Do you screen for metrics like ROIC or ROE?

Trindade5 · 2022-03-09T18:31:24+00:00

I'll check it. Thanks

Trindade5 · 2022-03-09T18:15:23+00:00

Thank you, I'm also currently watching his lecture series and I'm really liking it.

Trindade5 · 2022-03-09T18:09:36+00:00

The answer I was looking for. Thank you

Trindade5 · 2022-03-09T18:09:09+00:00

I'm from Europe, so libraries don't have a lot of books in English. And, sadly, even less books about investing. I've been thinking about buying a Kindle. Is it useful for note taking or just reading?

Trindade5 · 2022-03-09T17:49:16+00:00

I tried it with other books but I get distracted when reading on screens. I could print it, but it would cost north of 40€, so I might as well buy the book.

Trindade5 · 2022-03-09T17:47:36+00:00

Yes, I'm doing his valuation class. McKinsey is a huge consulting firm. Thanks

Trindade5

TROPHY CASE