Some Excellent articles on Financial Ratios and Analysis.
h/t @discover_ci 👏

1⃣ Profitability

One of the best Investing blogs I recently came across. h/t @StableBread 👏

Five of my fav articles⬇️

@dmuthuk @saxena_puru @Gautam__Baid

1⃣On Moats
Network Effect
Intangible Assets
Switching Cost
Economies of Scale
Low Cost Provider
Toll
Cultural

2⃣Crucial Investment Principles You Need to Have
Capital Appreciation
Buy Low, Hold, Sell High
Recognize/Avoid Spec Bubbles
Ignore Noise
Stock Market=Pendulum
Diversify Your investments. Don't overdo it.
DCA
Understand Share Price Value
LT Tax

3⃣How to Read and Analyze Any 10-K Annual Report

Business Summary
Risk Factors
Selected Financial Data
Management's Discussion and Analysis
Financial Statements and Supplementary Data
Notes to Consolidated Financial

4⃣The Beginner's Guide to Dividend Investing

Dividend Yield
Dividend Growth Rate
Dividend Payout Ratio
Ability to Pay Back Debt
Net Debt to EBITDA Ratio
Return on Equity
Credit

5⃣How to Calculate the Intrinsic Value of a Company Like Warren Buffett

Owners Earnings
Growth Rate
Discount Rate
Calculate Intrinsic Value
Scenario Analysis
Margin of

"Poor Charlie’s Almanack" about Charlie Munger is a phenomenal book that should be read by all investors at least once. Excellent summary of that book by @allenxcheng👏

cc: @dmuthuk @Gautam__Baid

Thread below with my fav

Topics in the article ⬇️

Key points ⬇️

Mental Models suggested ⬇️

On Constant learning ⬇️

In this post, we discussed the top most important #banking #ratios for #investors. If you're looking for some more additional ratios/terms, comment below and we will get back to you. Stay tuned for more updates like these!

#TejiMandi #TMLearn #TejiMandiLearn #DidYouKnow [1/8]

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Hilo con los mejores ETF indexados de RV

Con 4-5, podéis haceros vuestra propia cartera global por un coste muy inferior al que ofrecen por ahí

Tablas con ISIN, Acum/Dist, comisión y reparto por países

🟩la menor comisión en su categoría
🟪sin comisión de compra en degiro

👇

1- MSCI World o ACWI 🌍

Un ETF que contiene todo el mundo, para los más "vagos"

Contras: emergentes pesan nada muy poco

2 - USA 🇺🇸

Imprescindible en cualquier cartera. S&P500 y Nasdaq

Muchas opciones muy baratas. Acumulación o Distribución, para todos los gustos

Atención a los recién salidos L&G y Amundi Prime que baten a los ishares y vanguard en comisiones

3 - Europa 🇪🇺

Más variedad de índices

Stoxx 600: 600 acciones, large y mid. Usado por Vanguard

MSCI Europa: 400 acciones. Usado por el resto

Stoxx 50: las 50 más grandes

4 - Emergentes 🇨🇳🇮🇳🇧🇷🇷🇺🇹🇼

A recalcar:

China pesa entre un 30 y un 40% en todos

BABA y Tencent principales posiciones (10% aprox)

*Vanguard no incluye Corea del Sur como emergente, el resto si

In 2009, an unknown investor from Russia came out of nowhere to make one of the greatest late stage venture bets in the history of Silicon Valley. Why did FB choose an outsider to lead our Series D round? Here’s the inside story:

2 years earlier we famously raised from Microsoft at $15B valuation. That turned out to be a mistake because it set us up for a painful down round. By 2009 growth had slowed and the financial crisis crushed advertising. “Smart money” bids for our Series D were coming in at $3-6B.

We had a high bid at $8B from a respected valley firm, and we had a wildcard bid from Yuri Milner/DST who offered to top any other bid by 20%. We initially chose the reputable firm at a lower price, but they refused to drop a ratchet provision so we decided to give DST a chance.

Yuri understood 2 things that nobody else could see at the time: 1/ He had seen virtual currencies in Eastern Europe and China, believed FB could make money this way. 2/ We were offering secondary shares at 40% discount to preferred, DST was the only firm who valued this.

Yuri not only offered to clear the highest bid by 20%, he also offered to let Zuck vote all of his shares including any secondary shares purchased from early employees. This allowed Zuck to consolidate his voting power.

The Concept Of Economic Moat While Analysing a Company

Economic Moat 101

A Thread 👇

Inspiration -- @FI_InvestIndia

What is a Moat ?

The dictionary defines the word ‘moat’ as a “deep, wide ditch surrounding a castle, fort, or town, typically filled with water and intended as a defense against attack “.

In stock market investing, an economic moat is an important concept with none other than Warren Buffet as one of its strongest proponents.

In fact, he has stated this multiple times that he loves companies with huge and long term competitive advantage over others, which he refers to as buying an economic castle with a ‘moat’.

A company with a moat has an edge over others as :

- It will have little or no competition

- it will be in an industry which would be difficult to penetrate into

-It will have a distinct cost advantage

BEST VALUATION FACTOR

Price to earning below:10

Price to book below:2

5 years ROE:more than 20%

If you follow these points then you won’t overpay & your return would be bigger than anyone

it’s very tough to get any stock now but there were lots of stock last year
#investing