Great notes from Market Folly.
To Buy, sell or hold is at heart of any valution process. Trying to find the diferrent between market price and intrinsic value at the end of the research process is the aim of any investment process. At the end, numbers and the story need to make the securitie a buy, sell or hold. IContinue reading “The little book of valuation: some notes.”
Becoming Warren Buffett premieres Monday, January 30 at 10PM, only on HBO.
This morning I have published a tweet about a talk at the Francisco Marroquín University, “Investment according to the Austrian School of Economics” by the Fund Manager Francisco García Paramés. Author of the book called Invirtiendo a largo plazo. For him, investments like Google or Facebook are still Venture Capital, 15 years are not enough for Francisco toContinue reading “Three ways to invest in the Internet trend.”
Reading Jeff Gramm’s book “Dear Chairmam”.
42 minutes. 2 geniuses. 1 moderator. Chicago Booth Review. Great talk. So, are markets efficient?
At the beginning of this week, Alphabet passed Apple as the most market valuable company, see chart. All media and newspapers wrote about it. So, what risks have Alphabet to invest in? I went to the S-1 statement that Google published in 2014 for the Google´s IPO. In that statement the company wrote about “RisksContinue reading “Alphabet and Risk Factors”