As far as I can remember, Buffett has never emphasized the “formula” for numerical filtering in acquiring companies. Please note that he will not say “formula” again. But there are filtering rules of thumb, or his generalizations and suggestions.
Category: Financial statements
CapEx drag down stock erode profit, case study
This article aims to answer two questions: When will interest begin to accrue and CapEx drag down stock erode profit? When will depreciation and amortization begin?
Top 10 AI corp CapEx, debt, and FCF
Top 10 AI corp CapEx, debt, and FCF and the Reasons of YTD’s Stock Market Volatility.
5 ways to improve company earning
Buffet’s view: 5 ways to improve company earning
AI jeopardizes cash flow and profits
AI jeopardizes cash flow and profits. The market is concerned that if these massive capital expenditures prove excessive, they will squeeze shareholder cash returns, such as dividends and buybacks.
AI investment will only increase because no one can afford to miss out on the Fourth Industrial Revolution
Meta, Microsoft, and Google’s Q2 result, the message was clear: —this is why corporate AI investment is only going to increase, not decrease.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
How much stock-based compensation company paid?
Meta paid out $41 billion in compensation in 2024; 40% of that was in the form of stock-based compensation. Alphabet’s stock-based compensation was at 35% in 2024.
The importance of cash, Apple’s experience in using cash
Apple, managed by Steve Jobs, adopted a conservative financial policy and reserved more cash for the company’s research and development and operations. This was not unreasonable at the time, but Cook’s financial management was more efficient.
Charlie Munger, a great investor worth remembering
Buffett said: “Because Munger… made me go from an orangutan to a human being, if I didn’t know him, I would be much poorer than I am now!” Buffett said in a statement on Charlie Munger’s death: “Without Charlie’s inspiration, wisdom and Without participation, Berkshire would not be where it is today.”