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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll help you decide whether you need a fund manager (and if so, how to choose one). 2/Imagine that you're an architect.You have
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1/Get a cup of coffee.In this thread, I'll help you understand why Warren Buffett's favorite holding period for stocks is forever. 2/Imagine you just became the proud father of a
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1/Get a cup of coffee.In this thread, I'll show you how to do a DCF analysis.For those unfamiliar, DCF = Discounted Cash Flow. 2/Imagine you live in a small town.The
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1/Get a cup of coffee.In this thread, I'll help you understand stock splits. 2/I was actually going to talk about DCF calculations this week.But on Thursday, Tim Cook (Apple's CEO,
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1/Get a cup of coffee.In this thread, I'll help you work out how much money you need to retire. 2/The goal is simple.You want to accumulate a *large* portfolio of
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1/Get a cup of coffee.In this thread, I'll help you understand the calculations that go into mortgages.This can help you take intelligent financial decisions -- how big a mortgage to
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1/This is a beautifully written thread about “the wisdom of crowds”, inspired by this piece by @mjmauboussin:https://operators.macro-ops.com/wp-content/uploads/2020/06/ExplainingWisdom-1-1.pdf https://twitter.com/borrowed_ideas/status/1
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1/Get a cup of coffee.In this thread, I'm going to show you a simple way to think about "LTV vs CAC" trade-offs.For those unfamiliar:LTV = Life Time Value of a
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1/Get a cup of coffee.In this thread, I'll show you why "geometric thinking" is superior to "arithmetic thinking" while making investment decisions. 2/Let's start with an example. There are 2
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1) Get a cup of coffee. In this thread, I'm going to walk you through "The Kelly Criterion". 2) In 1956, John Kelly published a paper titled "A New Interpretation
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4) The approach is easiest to understand with an example. I'll keep it as realistic as possible: Imagine that you walk into an antique store one day. Due to the
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