If you go through life without the elementary knowledge of probability. Then you are like a one-legged man in an ass-kicking competition. Let's learn how you can apply bayesian thinking to personal finance and investing!

SOIC Podcast🎧:https://t.co/3zGX2kSf94

Just finished recording the Working capital session and discussed 4 businesses with reduction in WC: Multiple second-order consequences

WC Reduction=Lighter Balance sheet=Lesser capital employed=Higher ROCE=Higher OCF=Eventually Higher Free cash flow=Improved perception

Finished with another class on different types of CAPEX:

Couldn't have imagined ever, That one co doing 1.5x asset turns on a greenfield plant will do 15x asset turns with debottlenecking the capacity. Appreciation of ratios increases when business understanding improves

The watchlist I've created over years of reading Businesses and using screeners+Interacting with other investors:- (Given markets are correcting, one can study some of

Disc:- Not a recommendation by any means. Study independently. And make your own decisions.