
Picking investors brains 🧠:: notes from a novice
Photo by Daria Nepriakhina on Unsplash​ Capital is cheap. The US Senate announced $1.9 trillion of stimulus and governments across countries are going to announce … Read more
Photo by Daria Nepriakhina on Unsplash​ Capital is cheap. The US Senate announced $1.9 trillion of stimulus and governments across countries are going to announce … Read more
Decentralized Finance, now a movement, is an anti-fragile ecosystem of financial applications (called Dapps or Decentralised Applications built on top of Blockchain networks. What do these … Read more
Source: Tesla.com Tesla gained an incredible 740% in 2020 and while the stock price was volatile earlier, analysts predict that Tesla would soon touch $1 … Read more
Photo by Regine Tholen on Unsplash​ A revenue or an EBITDA multiple is often seen as a hard-coded input to a valuation process. As much … Read more
Photo by Markus Winkler on Unsplash​ Fred Wilson from AVC blog talks about the three things that a CEO does. Sets the overall vision and … Read more
Price is what you pay, value is what you get – Warren Buffett The value of a business is determined by the magnitude of its cash-flows, the … Read more
Tell Mike it was only business. I always liked him. Tessio in The Godfather (1972) Chances are cost of capital would evoke a different explanation depending on … Read more
If you focus on the worst case scenario and it happens, you’ve lived it twice 😉 – Michael J. Fox People think that scenario analysis … Read more
Unlike in the past, we are now able to identify the value received by using a product or service. What was earlier only a vague … Read more
A moving story about two investors from the brilliant book ‘The Pyschology of Money’ by Morgan Housel. From modest beginnings next door, Ronald Read was the first … Read more