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12 Feb 2024

How to analyze a business, FAST

Source: Brian Feroldi

7 Feb 2024

12 Financial KPIs every investor should know.

Source: The Investing for Beginners Podcast

22 Jan 2024

When the P/E ratio works, visually

Source: Brian Feroldi

15 Jan 2024

13 accounting principles

by Brian Feroldi

5 Dec 2023

Capital allocation framework

Source: invesquotes

29 Nov 2023

Goldman: Hedging against a market crash is the cheapest in more than five years...

The chart below shows the cost of a rolling SPX 1 month 3% OTM put: the current cost is 34 basis points, the lowest level in 5 years. Source: Goldman Sachs, TME

29 Nov 2023

Here's a classical example of contrarian signal that can be used in your asset allocation decisions

Entering into 2023, Wall Street strategists were expecting the S&P 500 to decline. This was the first time ever (survey started in 2000) that aggregated 12-month S&P 500 targeted return was in negative territory. Fast forward to the end of November and the SP500 is up 18% year-to-date... As Warren Buffet said: "Be fearful when others are greedy and greedy when others are fearful" Source: BCA research, Barchart

2 Nov 2023

The 12 tenets of Warren Buffet

Source: Compounding Quality

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