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February 26, 2010 What is a sustainable competitive advantage?
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February 25, 2010 Why a business, which I have predicted will have a high ROIC, must have a sustainable competitive advantage
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February 24, 2010 Why I value a business using its ROIC instead of its ROE
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February 23, 2010 How a business’s ROIC tells me if its earnings growth will be profitable
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February 22, 2010 My Discount Rate
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February 19, 2010 I usually do not buy businesses if they are new or unlikely to survive
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February 18, 2010 My Investment Process – The Basics Part 3
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February 17, 2010 My Investment Process – The Basics Part 2
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February 16, 2010 My Investment Process – The Basics Part 1
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February 15, 2010 Why I do not make group investment decisions
Categories
- Asset Allocation
- Competitive Advantage – 1
- Competitive Advantage – 2
- Competitive Advantage – 3
- Controlling emotions
- Customer Captivity
- Earnings Growth and Profitability
- Economies of Scale
- Falsifying scenario’s
- Group Decision Making
- Ignoring market moves
- My Circle of Competence
- My Discount Rate
- My Quantitative Valuation Model – 1
- My Quantitative Valuation Model – 2
- Normalising Earnings
- ROIC and Competitive Advantage
- ROIC versus ROE
- Talking to Management
- Technology and Competition
- The Basics – Part 1
- The Basics – Part 2
- The Basics – Part 3
- Valuing using scenarios
- When to Sell
- Will the business survive?
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