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10-K Diver
10kdiver
1/In finance and investing, it pays to be a little paranoid.To develop a strong "survival instinct".To *always* be prepared for adversity -- even when things are going well.Here's a story
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1/Get a cup of coffee.In this thread, I'll help you understand the pitfalls of relying too much on averages. 2/We humans are simple creatures.We like to boil down complex situations
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1/Get a cup of coffee.In this thread, I'll help you understand the basics of probability distributions and random variables. 2/Imagine that you run an insurance company.Every year, you write a
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1/I just listened to this wonderful episode of “Coffee With The Greats” — a conversation between @milesfisher, his dad, and Ajay Banga (the CEO of MasterCard, @Mastercard).It’s packed with so
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1/Get a cup of coffee.In this thread, I'll show you how to do a Reverse DCF analysis.For those unfamiliar, DCF = Discounted Cash Flow. 2/Let's start with how a Reverse
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1/Get a cup of coffee.In this thread, I'll help you understand the fundamentals of options.Warning: this thread is extra long! 2/Let's start with the basics: what is an option?An option
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1/Get a cup of coffee.In this thread, I'll help you understand the basics of game theory and Nash Equilibria.This can help you systematically analyze many economics and business situations. 2/Since
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1/Get a cup of coffee.In this thread, I'll help you understand the concept of "Look Through Earnings". 2/Imagine that you're Mack, the truck driver.You work, of course, for Lightning McQueen
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1/Get a cup of coffee.In this thread, I'm going to walk you through the concept of "owner earnings". 2/Imagine that you're opening a coffee shop.You find a nice corner location
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1/Get a cup of coffee.In this thread, I'll help you understand geometric sequences.Geometric sequences are the basis for *so* many financial calculations -- from DCFs to mortgages.And the math behind
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1/Get a cup of coffee.In this thread, I'll help you understand inventory turnover. 2/Imagine that you own 2 stores: G and J.G is a grocery store. It has low gross
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1/Get a cup of coffee.In this thread, I'll help you understand 401(k)s -- and other portfolios that are continuously rebalanced between stocks and bonds. 2/Imagine that you just graduated from
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