It starts with Inflation
It Starts with Inflation: How Inflation, Interest Rates, Markets, and Economic Growth Relate to Each Other and What That Means for What’s Ahead
Posts in category Value Pickr
Investment process (17-09-2022)
My 30 Investments ‘lessons learned’
Sometimes in life you have to experience stuff yourself or watch others experience it up-close. The ‘negative’ lessons are impactful and I felt their importance viscerally and immediately as I experienced them in real-time.
SmallCap Hunter : Trying to find the dark horses with triggers (17-09-2022)
Also why’s promoter holding so low for such a small company? Definitely a deal breaker for me unless there’s something more to it.
Investment process (17-09-2022)
Financial Shenanigans: How to detect accounting gimmicks & fraud in financial reports, 3rd edition
Since the early 1990s, Financial Shenanigans has been helping investors unearth deceptive financial reporting at the most critical time before they suffer major losses.
Investment process (17-09-2022)
Learning for Analysts & future Portfolio managers
Investment process (17-09-2022)
Bloomberg wealth: John Doerr
John Doerr, Kleiner Perkins chairman and author of ‘Speed and Scale,’ talks about his biggest investment wins and losses, how startups can succeed and fighting climate change
Investment process (17-09-2022)
Will Thorndike - The Power of Long Holding Periods
Investment process (17-09-2022)
A Primer On Valuation
Most of the valuation models I see are two types: The discounted cash flow (DCF) model, and Forward relative valuation model. The key difference between these two models is how they estimate the terminal value.
Investment process (17-09-2022)
The Art of Decision-Making
Investment process (17-09-2022)
Decision-making, Data & Poker