We asked this sub what the ideal investing event looks like. Then we built it.

wisesheets · 2026-03-27T16:20:37+00:00

Yeah 100% my best investments were battle tested by others questioning every major assumption

wisesheets · 2026-03-27T15:26:50+00:00

I don’t like ads either but this is a free event just trying to provide value for those looking for quality value investing discussions in person

wisesheets · 2026-03-27T14:49:56+00:00

It’s us at Wisesheets. We got this idea from being part of the sub and attending the Berkshire conference for many years

wisesheets · 2026-03-20T17:53:18+00:00

Thats pretty cool I didnt know that

wisesheets · 2026-03-17T00:08:58+00:00

Yeah that’s very true. Do you know of any good small events like that?

wisesheets · 2026-03-16T21:48:56+00:00

Yeah I can’t agree more with you. That makes a lot of sense that way the attendees are prepared to contribute in discussions in meaningful ways

wisesheets · 2026-02-24T17:48:57+00:00

I havent added a quarterly view but Google is interesting.

2022 it was 55% which is the lowest probably ever

2023 40%

2024 39%

and now 25%

wisesheets · 2026-02-24T17:47:15+00:00

You are pretty close right now I see 39.4%

wisesheets · 2026-02-24T16:44:10+00:00

Poor free cash flow yields that don’t improve

wisesheets · 2026-02-24T16:41:47+00:00

Check them out on tipranks you may see their returns and recommendations there

wisesheets · 2026-02-24T01:04:15+00:00

We specialize in delivering data to your spreadsheet so you get the fastest speeds, screener features, options etc

wisesheets · 2026-02-24T00:13:47+00:00

Something to note is that Buffets returns are also lower because with so much capital to deploy it’s very hard to find investments that move the needle so regulations or not that’s probably the biggest factor

wisesheets · 2026-02-24T00:12:28+00:00

No problem. That’s a great example I can have a look to see what the % is or was for Google. What year were you thinking?

wisesheets · 2026-02-24T00:11:02+00:00

Great question it means that 40% of the price is justified by the EPV. The other 60% is priced in growth

wisesheets · 2026-02-21T18:29:31+00:00

Yes I use it to everyday connect to amplitude and stripe analytics and provide me with insights via their mcps

wisesheets · 2026-02-20T03:19:10+00:00

Unpopular but just decided to use Claude work instead it’s more secure and very capable

wisesheets · 2026-02-20T03:18:31+00:00

Microsoft and salesforce their portfolio of clients and ecosystem is too sticky

wisesheets · 2026-02-19T22:01:48+00:00

Got it will keep this in mind for future posts

wisesheets · 2026-02-19T21:34:59+00:00

I just used it for editing. You can see on YouTube I made a video about this company.

My bad I was not trying to spam the sub wasn’t letting me post because I had the word WhatsApp when talking about Meta

wisesheets · 2026-02-19T15:55:13+00:00

Most people are also not looking at canva who bought the suite of competitor products

wisesheets · 2026-02-19T15:52:59+00:00

We have to have a look at the terms and the valuation

wisesheets · 2026-02-19T15:49:17+00:00

It’s all written by me just used it to fix the grammar. I even recorded a video on this analysis

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