Every year the company KPCB publishes an Internet Trends report. A .ppt document with updated information and data about global Internet trends, e-commerce, advertising, communication, security and data. More than 200 slides free and updated. Recently, Mary Meeker, partner, at KPCB and former Managing Director at Morgan Stanley presented the report in Code Conference 2016.Continue reading “Internet Trends 2016: slides”
Must watch interview of Jorge Paulo Lemann, one of the owners of 3G Capital. Jorge Paulo Lemann is Brazil’s richest man thanks to his stake in Anheuser-Busch InBev, the world’s largest brewer, which he owns through private equity firm 3G Capital together with fellow billionaires and longtime partners Carlos Sicupira and Marcel Herrmann Telles. The trio alsoContinue reading “Jim Collins Interviews Jorge Paulo Lemann”
Source: Valuation by Tim Koller.
I have been reading for a few weeks the book called “The five rules for successful stock investing”. For those who do not know it, the author is Pat Dorsey. Former Director of Stock Analysis at Morningstar. Right now Pat is working in his own company called Dorsey Asset Management. From my point of view,Continue reading “Notes: Health Care.”
Step 1. Forecast free cash flow (FCF) for the next 10 years. Step 2. Dicount these FCFs to reflect the present value: Discounted FCF = FCF for that year / (1 + R)^N. R = discount rate and N = year being discounted. Step 3. Calculate the perpetuity value and discount it to the present:Continue reading “Simple 10-Year Valuation Model”
Last Saturday was a great day for value investors and perpetual learner who try to learn and read as much as they can about Warren Buffett and Charlie Munger. With 85 and 92, respectively, they talked and reply answers during more than 7 hours. Bravo. I wanna to share here a few interesting links about theContinue reading “2016 Berkshire Hathaway Annual Shareholders Meeting”
This framework presented by Angus Dawson and Chris Bradley is a good practical tool about digital disruption. Highly recommended explanation. http://www.mckinsey.com/Videos/video?vid=4802286026001&plyrid=2399849255001
To banks’ risk commiitee: In three charts you can think about the next fintech-bubble. Lending companies. http://fast.wistia.net/embed/iframe/rbdc7jhipi