GOOG is the new AAPL
The rationale behind Buffett's new investment
Value Investing Substack
Low multiple investing in "value" factor stocks | Diversified portfolio with 11% CAGR | Former PM & analyst
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Retiring on $1 Million At 15% Yield
You only need 7.2% CAGR to retire in 20 years
LULU at 9x PE
It needs to stop chasing Nike and return to its roots by becoming Alo/Vuori
What Really Matters
It's not about "value" or "growth". It's about cumulative yield.
Poll: Which Stock Should I Analyze Next?
For my next paid article
PDD at 2x EV/EBIT
Himalaya Capital's Li Lu made this stock his 3rd largest position
Deep Value Investing in an Overvalued World
How does a deep value investor remain competitive in today's markets?
CHTR at 3.5x PE
Treating the equity slice as debt yielding nearly 30%
Yes, INTC Should Raise Equity
Doing the math behind a 10% dilution + EPS impact
Berkshire should buy INTU
Two Wonderful Businesses at a Fair Price