The Inner Game Of TennisThese are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! We are such good learners naturally – the baby dancing, the young k ...
The Most Important Thing
The Most Important ThingThese are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Second Level Thinking Investing is as much of an art as it is a sci ...
The New Buffettoloty
The New Buffettology These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! #1 The Right Rate of Return on Shareholder Equity #2 The Safety Net ...
Warren Buffett and the Interpretation of Financial Statements
These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Warren Buffett and the Interpretation of Financial Statements Income Statement: · Companies that consistently ...
Understanding Michael Porter
Understanding Michael Porter These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Why are some companies more profitable than others, why are some industries consi ...
The Little Book that Beat the Market
The Little Book That Beat The MarketThese are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Theme: Buy high ROC stocks with high earnings yield (l ...
The Halo Effect
The Halo Effect These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! How Little We Know What leads to high performance? Is the mother of all busines ...
The Buffett Way
The Warren Buffet Way These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Buffett checks once a year: Return on beginning Equity ...
Common Stocks and Uncommon Profits
Common Stocks and Uncommon Profits These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Revenue is Key, it must rise Does management have the will to kee ...
A Zebra in Lion County
A Zebra In Lion Country These are personal notes (some copy/pasted), so please don't judge any grammar! If you see something interesting here, let's discuss it! Zebra’s run in packs and he analogizes them to PM’s who have the same risk/reward as a ...