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Understanding business of any kind requires understanding its financials which requires understanding accounting basics. In this series of blogs focused on accounting basics, we will try to understand accounting principles required to decode financials of a business. In the previous blogs we understood the basics of income statement and from… Continue reading
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We study the 13F filings regulated by SEC to document the portfolio of superinvestors. This is not a buy, sell or hold recommendation of any form, our goal is to educate you about how these grandmasters of investing are operating in real time and what kind of bets are they… Continue reading
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Author: Gautam Baid The Joys of Compounding by Gautam Baid is a comprehensive stock market education guide for anyone who’s starting to learn about investments as well as for anyone who has been investing for a while. Gautam Baid skillfully articulates the lifelong learning required for investing as well as… Continue reading
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Analysis Date: November, 2023 For the analysis of any business, I use the framework described by Warren Buffett in 2007 letter to shareholders. Warren Buffett looks for four parameters particularly: a) Understandable business economics b) Long-term growth prospects c) Able and trustworthy management d) A sensible price tag. Business Economics… Continue reading
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Warren Buffett has been asked multiple times on how to find intrinsic value of the business in the Berkshire Hathaway Annual meetings, in the interviews, in the lectures he delivered and on similar other occasions. He has emphasized that intrinsic value is a combination of qualitative and quantitative factors and… Continue reading
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Understanding business of any kind requires understanding its financials which requires understanding accounting basics. In this series of blogs focused on accounting basics, we will try to understand accounting principles required to decode financials of a business. We will cover five basic line items found in the income statement in… Continue reading
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We study the 13F filings regulated by SEC to document the portfolio of superinvestors. This is not a buy, sell or hold recommendation of any form, our goal is to educate you about how these grandmasters of investing are operating in real time and what kind of bets are they… Continue reading
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Author: Robert G. Hangstrom In the part 1 and part 2 of this book insights we understood the key temperamental difference which separates the superinvestors from the common investor as well as some of the checklist items necessary for focus investing. In this article we’d explore some of the warning… Continue reading
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Analysis Date: January, 2024 For the analysis of any business, I use the framework described by Warren Buffett in 2007 letter to shareholders. Warren Buffett looks for four parameters particularly: a) Understandable business economics b) Long-term growth prospects c) Able and trustworthy management d) A sensible price tag. Business Economics… Continue reading
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In the 1999 Berkshire Hathaway annual meeting, a question was raised to Warren Buffett and Charlie Munger on how they think about the market currently. It is important to note that this was the time of dotcom bubble and the so called “internet companies” were being richly valued. Warren Buffett… Continue reading
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Value Investors Tribe 