Capital allocation framework
Source: Brian Feroldi
balance sheet vs. bikini
Source: Compounding Quality / Chris Quinn
About providing the right information, and presenting it the right way!
Source: P. Akers thru Pascal BORNET
Mohnish Pabrai is seen by many as the best Indian investor ever
He paid $650,000 to lunch with Buffett and compounded at 25% (!) per year. Here's his investment checklist by Value Walk thru Compounding Quality / Chris Quinn
Profitability Analysis
Source: Compounding Quality / Chris Quinn
Unicorns, once elusive creatures of the startup universe, are again becoming a rarity
According to the latest data from Pitchbook, July saw just 3 new companies reach the $1 billion valuation necessary to join the club — a paltry count in comparison to the 67 that emerged back in December 2021. Source: Chartr
What not to do is more important than what to do in the stock market What not to do?
🔷 Don't pay too much. 🔷 Don't go for businesses that are prone to obsolescence and destruction. 🔷 Don't invest with crooks and idiots. 🔷 Don't invest in things you don't understand Source: Investment Books (Dhaval)
The U.S. Now Has:
1. Record $17.1 trillion in household debt 2. Record $12.0 trillion in mortgages 3. Record $1.6 trillion in auto loans 4. Record $1.6 trillion in student loans 5. Record $1.0 trillion in credit card debt Total mortgage debt is now more than double the 2006 peak. Meanwhile, 36% of Americans have more credit card debt than savings while student loan payments are set to resume for the first time since 2020. This is all while mortgage rates just hit 7.1% and credit card debt rates hit a record 25%. Source: The Kobeissi Letter, Hedgeye
