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💰Data-Backed Investing Plan for 2025
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Hey Reader, Warren Buffett has expressed high regard for Howard Marks' memos. He once said, "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book." In today's issue:
💸Sponsored by: Tired of losing to the market? It's probably time to transform your portfolio. Get rich steadily—with stock picks hidden in plain sight, & too reliable to ignore. Featured monthly, only at Value Spotlight. 💎NUGGETS My Favorite Finds Brian Feroldi breaks down how he will set up his investing plan for 2025. As always, tons of great ideas and suggestions. Geoff Gannon shows us how to think about getting to a "fair value" for a company. Howard Marks dishes on his thoughts on the latest "bubble watch." If Warren Buffett says to read Mark's Memos, who am I to disagree? Great advice on building an emergency fund from Safal Niveshak. It's not sexy, but it's great foundational advice from a smart guy. Great explainer on the capital cycle and AI. Helps explain why the "big boys" are spending big money on building out for AI. Looking for some good reading, check out Michael Mauboussin's writing from 2017 - 2020. You're welcome.
📖Knowledge Tidbits
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Unlock the mysteries of the stock market with us! We break down complex topics into simple, easy-to-understand language. Join over 21,000+ readers who receive our insights every Tuesday.
Hey Reader,Did you know that the S&P 500's lowest recorded P/E ratio was 5.31 in 1917, while its highest was 123.73 in May 2009, during the financial crisis? This represents a range of over 2,200% between the most undervalued and overvalued market conditions, demonstrating how dramatically valuation perspectives have shifted across different economic eras. In today's issue: Warren Buffett breaks down how he would invest if he could start over. What is never sell really? Why ROIIC is more...
Hey Reader,Did you know Professor Damodaran constantly emphasizes that there is no single "correct" value for a company? Valuation is filled with uncertainty and bias. The goal isn't to be perfectly right, but to be "less wrong" over time. He views valuation as a craft that improves with practice, humility, and a willingness to acknowledge what you don't know. In today's issue: Aswath Damodaran covers the dark side of valuation Checklist to help evaluate management and capital allocation...
Hey Reader, Warren Buffett transformed investing by emphasizing “moats”—the lasting competitive advantages that protect great businesses. As he wrote, “The key to investing is determining the competitive advantage of any given company and, above all, the durability of that advantage.” In today's issue: How Pat Dorsey builds wealth by investing in wide moat businesses. Terry Smith on the art of compounding and investing. Morgan Housel shares some very "bad advice." Much more.... 💸Sponsored by:...