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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll share with you my thoughts on *investing* vs *speculation* -- and how to tell them apart. 2/In 1949, Ben Graham published his
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1/Get a cup of coffee.In this thread, I'll show you a simple way to understand and analyze stock buybacks. 2/Imagine that you're a part owner of a pizza shop.The shop
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1/Get a cup of coffee.In this thread, I'll help you understand the relationships between *investing* and *inflation*. 2/In his 2011 letter to Berkshire shareholders, Warren Buffett made an important observation.He
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1/Get a cup of coffee.In this thread, I'm going to walk you through the concept of "owner earnings". 2/Imagine that you're opening a coffee shop.You find a nice corner location
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1/Get a cup of coffee.In this thread, I'll help you understand the basics of Estimation Theory. 2/Life is a series of random events.Estimation theory is the science of figuring out
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1/Get a cup of coffee.In this thread, I'll help you understand the concept of "Look Through Earnings". 2/Imagine that you're Mack, the truck driver.You work, of course, for Lightning McQueen
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1) Get a cup of coffee. In this thread, I'm going to walk you through "The Kelly Criterion". 2) In 1956, John Kelly published a paper titled "A New Interpretation
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1/Get a cup of coffee.In this thread, I'll help you understand Same Store Sales (SSS), and why it's such an important metric for retailers. 2/SSS comes into play whenever we
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1/Get a cup of coffee.In this thread, I'll help you understand inventory turnover. 2/Imagine that you own 2 stores: G and J.G is a grocery store. It has low gross
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1/Get a cup of coffee.In this thread, I'll help you understand 401(k)s -- and other portfolios that are continuously rebalanced between stocks and bonds. 2/Imagine that you just graduated from
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1/Get a cup of coffee.In this thread, I'll help you understand why Warren Buffett's favorite holding period for stocks is forever. 2/Imagine you just became the proud father of a
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1/Get a cup of coffee.In this thread, I'll help you understand the calculations that go into mortgages.This can help you take intelligent financial decisions -- how big a mortgage to
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