I recently wrote about reverse DCF and one concept I think deserves more attention: **base rates**. Instead of only asking whether a company's growth story sounds plausible, base rates ask how often similar companies have actually achieved that level of …
Hi guys, I am relatively new to fundamental investing and hitting a wall. I know I should be reading the 100-page annual reports and full earnings call transcripts for my biggest holdings, but it is completely overwhelming. I usually end …
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Recently I had a client approach me saying he wanted to pull everything out of the market until he saw what he was looking for. I asked him what that was and he said I don’t know, just when I …
Hi everyone, I decided to write the reasons why i buy spotify due to personal reasons. I am not gonna write the financial analysis part. Imma write base on my experience as a user. Before marriage I love listening to …
Just got curious because people trade assets that don't generate cash flow all the time like art, gold, bitcoin, pokemon cards, or even startups. Do they just buy it hoping to find somebody else who's willing pay higher price? or …
I have posted about TOYO twice here Part 1 ([https://www.reddit.com/r/ValueInvesting/s/NsHDGmsfm7](https://www.reddit.com/r/ValueInvesting/s/NsHDGmsfm7)), Part 2 ([https://www.reddit.com/r/ValueInvesting/s/IEDhxiQjy9](https://www.reddit.com/r/ValueInvesting/s/IEDhxiQjy9))). Both times people pushed back hard, and I went and checked everything they threw at me. Every time I ended up buying more. I'm heavily long, so …
Below is an excerpt from the beginning of chapter 14 from John Neff's book. He wrote this chapter in July 1999, four years after he retired from from the Vanguard Windsor Fund. He wrote this in the backdrop where the …
Just curious. Surely you’d have to dollar cost average over a year right? Full port now seems so backwards? Not in this position but wanting to learn from this hypothetical.
I have been looking into etor for a while and recently purchased it as part of my portfolio. And I will increase my stake around and below a pe of 10 Below are a few metrics on etoro. Financial Performance …