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: Stock Valuation
Why stock rise as Fed cuts rates?
This post will further explain the relationship between the Federal Reserve’s interest rate policy, stock prices, and government bond yields in greater depth, to help you understand why stock rise as Fed cuts rates?
A must-read for Nvidia investors＂The Thinking Machine＂
＂The Thinking Machine＂ is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
Why is Costco’s valuation so staggering?
Don’t use ordinary retail or general industries to explain its valuation. Costco’s valuation phenomenon in the retail industry should be comparable only to Amazon.
Primer’s book to know Buffett-“Warren Buffett: Investor and Entrepreneur”
“Warren Buffett: Investor and Entrepreneur” is published in 2022, written by Todd. A book about Buffett by Todd A. Finkle.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States
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.
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 the ubiquitous Arm make money?
Without Apple, there would be no Arm
Why Eli Lilly become global pharmaceutical market value king?
It is recommended that you also read my previous post related to Eli Lilly (ticker: LLY): Two future star drugs in hand Because it holds two future star drugs, Eli Lilly is very likely to become the world’s first listed pharmaceutical company with a market value of more than one trillion US dollars! With Alzheimer’s … Continue reading “Why Eli Lilly become global pharmaceutical market value king?”