Business Analysis & Investing
Joined July 2014
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Competitive Advantage Framework | Updated Version #competitiveadvantage #ROIC #moat #investing #valueinvesting
Hurricane Capital retweeted
If you've ever wanted to easily search my @mjmauboussin index, @CogniCarbon built a custom GPT on all 170+ of his research papers over 30 years across CS First Boston, Legg Mason, Credit Suisse, Blue Mountain, and Counterpoint.
Check it out here:
mauboussinarchive.vercel.app…
Michael Mauboussin Index
150+ Research Reports
50+ Articles, Presentations & Transcripts
50+ Videos
30+ Podcasts
600+ Books
docs.google.com/spreadsheets…
Hurricane Capital retweeted
Happy sharing the Semper annual letter. I dread the start, but once immersed love the process and always learn something. Makes the labor of love worthwhile, as does your appreciation and kindness. The ongoing analysis of Berkshire is included. Thank you! semperaugustus.com/clientlet…
Berkshire Hathaway’s 2024 Annual Report h/t @rationalwalk newsletter.rationalwalk.com/…
Hurricane Capital retweeted
We have a new report out, "Probabilities and Payoffs: The Practicalities and Psychology of Expected Value." We discuss some of the issues with the calculation of expected value, what the payoff picture means for investing, the implications of volatility drag, the psychology of dealing with probabilities and payoffs, and how these ideas can be helpful for investing in various asset classes.
75th Anniversary Edition of The Intelligent Investor amazon.com/Intelligent-Inves…
Greg Abel credits Alberta roots ahead of Global Business Forum honour | Calgary Herald $brka $brkb calgaryherald.com/opinion/co…
Charlie Munger Talk at Ross University 2017 - Full Transcript $BRKA $BRKB canadianvalueinvestors.com/p…
Hurricane Capital retweeted
Nvidia is the best-performing stock of all time for stocks with 20 years of return data papers.ssrn.com/sol3/papers.…
The most powerful company in tech is a niche Dutch business you've never heard of
”If you want to make the most powerful chips, you have to go through ASML.” sherwood.news/business/asml-…
”In 2022, Google paid Apple about $20bn (about 17.5% of Apple’s operating income, and a 36% revenue share) and other companies $10bn to make it the default, which was close to 20% of Google’s search advertising revenue.” ben-evans.com/benedictevans/…
"Advertising margins typically range in the 70% to 80% range, I think for a lot of companies. And so, this is the faster growing part of our business with a higher margin, which changes the composition of our P&L over time." $WMT sherwood.news/business/walma…
See’s Candies: A Great Company That’s a Turtle, Not a Hare | Morningstar $BRKA $BRKB h/t @kejca morningstar.com/columns/reke…
Hurricane Capital retweeted
Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
stratechery.com/2024/friendl…
Hurricane Capital retweeted
I updated my 2012 talk on float with new thoughts and presented them in Flame Investment Lab @FLAMEUniversity in June 2024.
Link: bit.ly/3W1qi76
