Warrren Buffet 8 yellow flags
by Brian Feroldi
10 Timeless Stock Picking Lessons
Investment Books (Dhaval)
Staying Invested
Source: Brian Feroldi
How to not lose money in the stock market? Answer: keep a long-term time horizon
Source: BofA
The Federal Reserve lent out roughly $200B in overnight cash on Wednesday through its standing repo facility
This is the highest amount since the onset of covid. What's going on? Is another repo crisis looming? Source: Win Smart, CFA
A picture is worth 10,000 words...
By: Raman Khanna
High R&D spending does NOT guarantee growth and/or high shareholder returns
The chart below courtesey of Eric | AI & Tech Investing shows semiconductor companies ranked by R&D over the last 12 months. $INTC $QCOM $NVDA $AMD $TSM lead the way. Intel has spent over $100B in R&D over the last decade. Despite that, they have the 2nd lowest shareholder return of all these companies (see addt'l chart below). Intel has generated $52.9B in revenue over the last twelve months. A decade ago, Intel generated $52.4B in revenue. An important cautionary tale for investors: R&D doesn't guarantee growth. Source: Eric | AI & Tech Investing
Capital allocation framework
Source: invesquotes
