There is a 60% chance of stock investing success in the long run
Category: Investing Guru
Munger’s most important work “Poor Charlie’s Almanack”
“Poor Charlie’s Almanack” is a must-read book if you want to understand Munger’s life “thoughts”. The focus is not on investment, but on Munger’s philosophy of life. The content is very rich. I would like to remind everyone that this book is actually very difficult to read and is not suitable for everyone to read.
What company is Nubank owned by Buffett? How it makes money and its advantages?
If Nubank meets all conditions, the company continues to operate smoothly, and the overall environment in Latin America improves, perhaps Nubank “has a chance (but it may not happen)” to become Latin America’s version of Block (formerly known as Square, ticker: XYZ) Or the potential of PayPal (ticker: PYPL ).
Jim Simons, the lord of quantitative investing
In 36 years, Jim Simons achieved an astonishing annualized return of nearly 40%. This is the best performance of any known investment guru today. For this part, please see my previous post: “The career annualized return on investment of top investment masters”.
2024 Berkshire shareholders meeting transcript and video
2024 Berkshire shareholders meeting transcript and video, links, in English and Simplified Chinese
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
People who are good at deferred gratification is more likely to succeed
More freedom is worth for who are deferred gratification, self-control cannot be achieved simply by persisting or saying “no”, but by changing our way of thinking, and this thinking mode is “deferred gratification”
How did three listed companies make money after GE spinoff? What are the prospects?
GE was founded in 1878 by Thomas Alva Edison, who invented the electric light and many other commodities. It is one of the few companies in the U.S. stock market that has been listed for more than a century. It can be said to be the pride of American industry and a symbol of comprehensive national strength.
What’s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?
use the discounted cash flow method to estimate, What’s TSMC DCF intrinsic value?
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.