Money and Finance
From Zero to One (in this case, you can basically replace 'Monopolists' with 'Wide-Moat Businesses'):
- "i Feel Like I'm Having A Black Tie Dinner On Top Of A Volcano"
Quote from Johann Rupert on Richemont’s Q1 conference call (May 16th):“Folks, I'm not -- they begged me, my colleagues, please don't say it, but I feel like I'm having a black tie dinner on top of a volcano, okay? That volcano is China....
- Bruce Greenwald On Value Investing
What's the current environment like for a value guy?- I'll tell you the one really nice reason to be a value investor: When things like this happen, you cannot help but go nuts at the opportunity. What this looks like is the end of 1974, where...
- The Surprising Link Between Jeff Bezos And Neil Woodford And What It Means To Dividend Investors
On the surface it appears that Amazon and Jeff Bezos are worlds away from anything a dividend investor would care about. After all, Amazon struggles to even show earnings, much less pay a dividend. But remember the first rule of investing, you are...
- Moats Matter For Dividend Investors
"Why Moats Matter for Equity Income" Josh Peters, Morningstar "The first thing you have to remember about dividend investing is that dividends are paid out slowly, though, relentlessly, and they really add up over time. But if you're going to actually...
- One Reason Dividend Investing Works So Well
I am sure there are a number of reasons why dividend investing works, not the least of which is dividends role in long term total returns. I see another factor that dividend investing one reason why dividend investing works so well, and it has to...
Money and Finance
Peter Thiel quote
From Zero to One (in this case, you can basically replace 'Monopolists' with 'Wide-Moat Businesses'):
In business, money is either an important thing or it is everything. Monopolists can afford to think about things other than making money; non-monopolists can't. In perfect competition, a business is so focused on today's margins that it can't possibly plan for a long-term future. Only one thing can allow a business to transcend the daily brute struggle for survival: monopoly profits.
- "i Feel Like I'm Having A Black Tie Dinner On Top Of A Volcano"
Quote from Johann Rupert on Richemont’s Q1 conference call (May 16th):“Folks, I'm not -- they begged me, my colleagues, please don't say it, but I feel like I'm having a black tie dinner on top of a volcano, okay? That volcano is China....
- Bruce Greenwald On Value Investing
What's the current environment like for a value guy?- I'll tell you the one really nice reason to be a value investor: When things like this happen, you cannot help but go nuts at the opportunity. What this looks like is the end of 1974, where...
- The Surprising Link Between Jeff Bezos And Neil Woodford And What It Means To Dividend Investors
On the surface it appears that Amazon and Jeff Bezos are worlds away from anything a dividend investor would care about. After all, Amazon struggles to even show earnings, much less pay a dividend. But remember the first rule of investing, you are...
- Moats Matter For Dividend Investors
"Why Moats Matter for Equity Income" Josh Peters, Morningstar "The first thing you have to remember about dividend investing is that dividends are paid out slowly, though, relentlessly, and they really add up over time. But if you're going to actually...
- One Reason Dividend Investing Works So Well
I am sure there are a number of reasons why dividend investing works, not the least of which is dividends role in long term total returns. I see another factor that dividend investing one reason why dividend investing works so well, and it has to...