If you do not know I have a Twitter account, @saetacapital, that you can follow. Every Sunday I tweet around 10 charts that I found during the previous week. This is the thread for today: #sundaycharts is here…this is from the book “Taming the Sun” (https://t.co/G0g4oKsaZa), really good read! #tamingthesun pic.twitter.com/OGuuVAvYVK — Peter Sullivan (@saetacapital)Continue reading “Sunday charts”
Great talk! I did not know the youth of Kyle Bass. Highly recommended http://www.podbean.com/media/player/hws25-2c8db26-dir?vjs=1&auto=0&from=share
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.”
Great interview with Burt Malkiel. The author of one of the most primer read about index investing. A long interview talking about betas, index funds, alphas, Warren Buffett, etc. Interview.