16 Tips about Stock Analysis

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True sources of sustainable competitive advantage fall into four categories [according to The Little Book That Builds Wealth]: 1) Intangible assets,...
The most important thing I figured out early on was the benefit when investing in turnarounds of focusing on companies that operate in growing...
We rarely use discounted cash flow to calculate target prices. We just don't think it's worth the effort except for very stable businesses such as...
An area on which we spend a lot of effort is to define how big the runway of opportunity is in the business. We’re not looking for short-term or...
Discounted cash flow to us is sort of like the Hubble telescope – you turn it a fraction of an inch and you’re in a different galaxy. There are...
Many times companies find themselves in what the market considers predicaments because they have been far-sighted and are spending on future...
I like to see multiple levers in an investment that will allow me to win. I think your margin of safety is directly correlated to the number of...
Everyone tends to see the same things, read the same newspapers and get the same data feeds. The only way to arrive at a different answer from...
We spend a lot of time trying to figure out how competitors would attack the business of the company we’re interested in. The harder that is, the...
As Jeremy Siegel writes in his well researched The Future for Investors: "The long-term return on a stock depends not on the actual growth of its...
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