With an insider's view of the mind of the master, Mary Buffett and David Clark have written a simple guide for reading financial statements from Buffett's successful perspective.
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40 Investing Books Recommendations from 20 Legendary Investors
Including Warren Buffett, Charlie Munger, Joel Greenblatt, Mohnish Pabrai, Guy Spier, Li Lu.......
Worth More than $100 Billion!
1. Warren Buffett
The Most Important Thing - https://t.co/9noBa9TIYk
The Outsider -
2. Charlie Munger
Influence: The Psychology of Persuasion - https://t.co/UnBFJ90J9o
The Warren Buffett Portfolio -
3. Mohnish Pabrai
100 Baggers - https://t.co/CrIt3kJlaF
A Gift to My Children: A Father’s Lessons for Life and Investing -
4. Chris Mayer
The Little Book That Beats the Market. - https://t.co/7NEKHgNCSD
100 to 1 in the Stock Market by Thomas Phelps -
Including Warren Buffett, Charlie Munger, Joel Greenblatt, Mohnish Pabrai, Guy Spier, Li Lu.......
Worth More than $100 Billion!
1. Warren Buffett
The Most Important Thing - https://t.co/9noBa9TIYk
The Outsider -
2. Charlie Munger
Influence: The Psychology of Persuasion - https://t.co/UnBFJ90J9o
The Warren Buffett Portfolio -
3. Mohnish Pabrai
100 Baggers - https://t.co/CrIt3kJlaF
A Gift to My Children: A Father’s Lessons for Life and Investing -
4. Chris Mayer
The Little Book That Beats the Market. - https://t.co/7NEKHgNCSD
100 to 1 in the Stock Market by Thomas Phelps -
Learn Investing Lessons From a Top Fund Manager in India
24 Videos selected from 24000+ Video repositories (BQ Prime @_nirajshah)
1) Vijay Kedia (@VijayKedia1)
2) Kenneth Andrade
1.0 https://t.co/0JjC7bw5TW (2018)
2.0 https://t.co/2YNkFMyuJL (2017)
3.0 https://t.co/aY8ZnYSoIO (2020)
3) Basant Maheshwari (@BMTheEquityDesk)
4) Samit Vartak (Sage Investment Manager @SamitVartak )
1.0 https://t.co/CgIYR8dLuk (2017)
2.0 https://t.co/LU9KUcV5dI (2021)
3.0 https://t.co/zHrOMEE646 (2022)
24 Videos selected from 24000+ Video repositories (BQ Prime @_nirajshah)
1) Vijay Kedia (@VijayKedia1)
2) Kenneth Andrade
1.0 https://t.co/0JjC7bw5TW (2018)
2.0 https://t.co/2YNkFMyuJL (2017)
3.0 https://t.co/aY8ZnYSoIO (2020)
3) Basant Maheshwari (@BMTheEquityDesk)
4) Samit Vartak (Sage Investment Manager @SamitVartak )
1.0 https://t.co/CgIYR8dLuk (2017)
2.0 https://t.co/LU9KUcV5dI (2021)
3.0 https://t.co/zHrOMEE646 (2022)
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Building conviction on existing portfolio stocks is complex topic. I am still learning and have only 2-3 years exp. Lot of learning is inspired from @varinder_bansal as part of omkara family, listening to old colleage @connectgurmeet on news channel and @unseenvalue posts
https://t.co/KQkupOeFzp financial statements and results on quarterly basis to evaluate whether your thesis on company is still intact through growth in revenue, profits and cash. You cannot rely only on whats app forwards or brokerage updates.
2.Quarterly Con-Calls post result covering enviornment of the sector in which company operates, future expansion plans, & companies confidence in responding to fund managers. (For eg, in my evening walks, i listen to con-calls on You tube rather than music to utilize the time.)
3. High conviction is build when you compare py qtr or py year con call scripts and see whether company giving forward statements were met in subsequent quarters or not. For eg company said they will be doing CAPEX for 100 crores in FY 2020 and then we can see current state.
4. Profits not growing qtr or qt or yr on yr is not the sign for low conviction. You need to screen the balance sheet to see if the company has taken huge R&D expenditure which they believe is right for company as they build new products for future years, then that make sense
https://t.co/KQkupOeFzp financial statements and results on quarterly basis to evaluate whether your thesis on company is still intact through growth in revenue, profits and cash. You cannot rely only on whats app forwards or brokerage updates.
2.Quarterly Con-Calls post result covering enviornment of the sector in which company operates, future expansion plans, & companies confidence in responding to fund managers. (For eg, in my evening walks, i listen to con-calls on You tube rather than music to utilize the time.)
3. High conviction is build when you compare py qtr or py year con call scripts and see whether company giving forward statements were met in subsequent quarters or not. For eg company said they will be doing CAPEX for 100 crores in FY 2020 and then we can see current state.
4. Profits not growing qtr or qt or yr on yr is not the sign for low conviction. You need to screen the balance sheet to see if the company has taken huge R&D expenditure which they believe is right for company as they build new products for future years, then that make sense