I dissect the stock holdings, investing techniques and stories from the world's greatest investors. Like, Buffett, Munger, Dalio, Marks, Klarman and more. Subscribe to my newsletter to receive actionable insights and improve your investing skills.
The Income Statement Explained
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The income statement is important because it shows how much money a business makes and spends over a certain time. It helps people see if the business is earning a profit or losing money. This information is useful for making decisions, like figuring out how to save money or grow the business. Investors and banks also use it to decide if they want to support the business. Overall, the income statement helps everyone understand how well a business is doing and where it can improve. In this week's video you’ll learn about the income statement a) What it is b) The key things it will teach you about a business c) And what I look for when reading one |
Value Theory
I dissect the stock holdings, investing techniques and stories from the world's greatest investors. Like, Buffett, Munger, Dalio, Marks, Klarman and more. Subscribe to my newsletter to receive actionable insights and improve your investing skills.
I recently bought then sold a stock 3 weeks later for a 65% gain. The stock was Gullewa Limited (ASX:GUL). Here I will tell you why I bought and sold it. Gullewa Limited, established in 1953 and headquartered in Sydney, Australia, operates as a diversified investment holding company. Its primary activities are: Mineral Exploration & Royalties: GUL is engaged in the exploration and evaluation of mineral properties, particularly gold and base metals. The company holds a 1% royalty interest in...
Hi Reader In weeks email I'll look at Adobe which is currently trading at a 52-week low of $367.25, down from its 52-week high of $586.55 Growth If you want long term growth in a stock's share price you need long term growth in the company. Over the past 5 years Adobe has grown revenue from $12b to $22b and normalized net income from $2.2b to $5.1b. But if we look at the year over year (YoY) growth rates we can see that growth has slowed over the past 5 years. Revenues grew at an average of...
Hi Reader This is a new email format where I'll look at a stock that is at, or near its 52-week low. I'll aim to analyze why the stock is down and if it is potentially undervalued. In this week's email I'll be looking at Nike (NKE) Nike is currently trading at $63.56. Slightly above the 52-week low, and down from its 52-week high ($95.77). Nike reached an all-time high ($169.3) in November 2021 and has been on a steady decline since then. Let's look at why that might be. Growth If you want...