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"Financial Shenanigans" unveils the dark art of deceptive corporate accounting practices. Howard Schilit masterfully decodes the financial smoke and mirrors, offering a must-read for anyone navigating the murky waters of investing. 📚💰 #mustread#booksamzn.to/3uEMN8c
Genuine question: how can investors, given the current level of disclosures and market practices, assess management execution. It's been on my mind for a while. Are there any resources that you advise? Books? Thanks!
As long as the management/business is executing - your time horizon and willingness let your thesis play out can be your biggest competitive advantage. Let others fight over pennies while you hold for dollars.
I'm always amazed at the hidden value in talking to management teams who don't present anywhere or do any IR. They are focused on the business and normally have an extreme amount of candor i.e. they aren't selling you. It's the highest signal management conversation.
How to name a fund:
Step 1: Choose an Adjective/Color (ex: Long, Deep, Green, Blue)
Step 2: Choose a Geographical Formation/Animal (ex: Rock, Stone, Mountain, Hill, River, Water, Fox, Falcon, Wolf)
Step 3: Choose 1 of: Capital Management or Partners.
Step 4: Combine.
I love this quote!
“The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.” - Marcus Aurelius
Another Lynch classic! Approach stock market mastery with 'One Up On Wall Street' 📈💰 Uncover the secrets of spotting winning stocks, understand Lynch's 'invest in what you know' mantra, and learn how to stay ahead of the curve. Essential! 🚀📚 #booksamzn.to/49k5NYo
Another Mauboussin classic! Unlock the power of diverse insights in 'More Than You Know' 🌐💡 Explore hidden factors influencing decision-making, gain a competitive edge in navigating the complexities of the market. Eye-opening 📚🚀 #Mauboussinamzn.to/3HH2LkW
Dive into the world of strategic investing with 'Expectations Investing' 📈 Uncover the secrets to making informed decisions, managing risk, and outperforming the market. A must-read for anyone serious about investing! 💡📚 #Investing#books#Mauboussinamzn.to/3UmVFd2
Never, ever, ever invest in the present. It doesn’t matter what a company is earning, what they have earned. You must visualize the situation 18 months from now, and whatever that is, that’s where the price will be, not where it is today.
Stan Druckenmiller
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481 Followers 2K FollowingLatAm investments analyst at @BurgundyAsset, former @Buysiders editor, a nerd for all things value investing, business, IT/innovation and cycling.
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492K Followers 1K FollowingMacro investment research at https://t.co/hQqAza8GGP
Our total return index is at https://t.co/vta9eqevnU
The ETF WTBN tracks our Index.
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162K Followers 2K FollowingCIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
367K Followers 486 FollowingCitron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.