Hey Reader, In today's issue:
💸Sponsored by: Whether you want to "set it and forget it" or become a sharper investor, Value Spotlight is your perfect companion. For those with limited time, follow along with Andrew’s monthly pick to build your portfolio with a steady, disciplined approach. For those eager to learn, the newsletter provides a masterclass in stock analysis. Andrew details his entire thought process, offering a powerful educational tool to refine your strategy. It’s more than just a stock pick; it’s a monthly lesson in smart, long-term investing.
💎NUGGETS My Favorite Finds 🎥 The dark side of valuation with Aswath Damodaran. 📖 Great breakdown of how to evaluate management and capital allocation. 📖 Howard Marks is back with another memo. This time discussing his thoughts on government economic interventions and how investors should approach them. 📖 Aswath Damodaran is back with a write-up about alternative investments. 📖 Hidden truth behind earnings growth. It can be a good or false signal. Let's learn how to tell which is which. 🧵 Thomas Chua shares his notes from the great interview with the legend, Bill Nygren, conducted by the great William Green. 🔍Question of the Week
📖Knowledge Tidbits
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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:...
Hey Reader,Warren Buffett once said, “Nobody buys a farm based on whether they think it’s going to rain next year. They buy it because they feel good about owning it over 10 or 20 years.”Why it matters. Invest in businesses you’d hold for decades, not stocks you’d flip next quarter. Ignore short-term noise and focus on durable companies. In today's issue: Warren Buffett explains his approach to valuing a company. Google is fighting back against the rumors Search is coming to an end. Moats and...
Hey Reader,Did you know Warren Buffett considers his investment in Berkshire Hathaway his greatest investment mistake? It's true, he has said many times over the years it was his biggest mistake. In today's issue: How to avoid investing mistakes. Buffett's thoughts on a DCF. How to intrepret drawdowns and recoveries. Much more.... 💸Sponsored by: Finchat.io Analyzing companies is tough. But having the right tools can make it that much easier. That's why Andrew and I's #1 recommended stock...