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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. Action… 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. Hagstrom In the part 1 of this book we understood the key temperamental difference which separates the superinvestors from the common investor. The power of focus investing and concentrated portfolio was clearly visible in the performance of the Buffett Partnership and the Charlie Munger partnership. However, the… Continue reading
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Analysis Date: March, 2024 For the analysis of any business, we 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. These parameters… Continue reading
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Warren Buffett was asked in multiple shareholders meeting about his process from discovering investable companies to his research process. In the 2022 Annual meeting, Warren Buffett has shared an interesting story about how his investment process evolved overtime especially from conversion from technical analysis to fundamental analysis. Just to clarify,… 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. Financial statements of all the publicly listed companies can be found on the… 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. Hagstrom Subtitled as “Mastering the Power of the Focus Investment Strategy”, Warren Buffett Portfolio written by Robert G Hagstrom, highlights the key investment philosophy of Warren Buffett and similar value investors like him. This book brings to our notice the key temperamental difference between superinvestors like Warren… Continue reading
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Analysis Date: March, 2024 For the analysis of any business, rely on the primary data which we gather from annual reports, earnings calls, company filings and other information which the business has shared firsthand. We use the framework described by Warren Buffett in 2007 letter to shareholders. Warren Buffett looks… Continue reading
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In the 2018 Berkshire Hathaway Annual meeting, Warren Buffett shares an interesting story of his first share purchase back in 1942 summarized below- Entire video clipping can be found on YouTube at the link below. However the key point here is about the timeframe of investing. Compounding is severely affected… Continue reading
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Value Investors Tribe 