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Prikvačeni tweet
We're excited to share a diagram of Ensemble Capital's investment philosophy. This is at the heart of everything we do in our portfolio and everything we talk about on our blog and here on Twitter. https://intrinsicinvesting.com/2019/09/18/diagram-ensembles-investment-philosophy-trap/ …pic.twitter.com/SId3ne5mvi
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Ensemble Capital proslijedio/la je Tweet
I think about this table - and this entire report - a lot. https://www.chase.com/content/dam/privatebanking/en/mobile/documents/eotm/eotm_2014_09_02_agonyescstasy.pdf …pic.twitter.com/5bnvFf6TfQ
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Ensemble Capital proslijedio/la je Tweet
Regulation *almost* always works to the benefit of large companies by creating barriers to entry. Good discussion of the “AI lock in loop” that drives competitive advantage for large internet co’s and why scale matters much more online than offline.https://www.exponentialview.co/p/-the-real-reason-tech-companies-want …
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Ensemble Capital proslijedio/la je Tweet
My point is simple: a “stakeholder” viewpoint is entirely consistent (id even say required) with a “maximize shareholder” viewpoint.
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A Marriott executive put it well in a recent interview about the key to their success: “Business is about relationships. We are into long-term relationships.” “Stakeholders” is just the word we use to refer to the people who a company has relationships with.
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This is a very practical, common sense take from Third Point on the lack of conflict between shareholder vs stakeholder centric corporate responsibility.pic.twitter.com/bCSWflwkxb
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Ensemble Capital proslijedio/la je Tweet
If you want to follow industry specific news, I follow: Banking https://www.americanbanker.com/ Fashion/retail https://wwd.com/ Autos https://www.autonews.com/ Manufacturing https://www.manufacturing.net/ Shipping https://www.hellenicshippingnews.com/ Aviation https://aviationweek.com/ 1/2
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Ensemble Capital proslijedio/la je Tweet
Observation...very few analysts I meet with care what a business is worth. Typically their pitches are based on some if>then statement relative to some change in the busienss that then involves a multiple justified by some relative analysis against a peer group.
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We started blogging back in 2016, but we had no readers! So here's a post from the past in which we explained why we rarely call ourselves value investors and why we value stocks based on what we would pay if we could never sell them.https://intrinsicinvesting.com/2016/01/05/value-growth-intrinsic-investing/ …
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Ensemble Capital proslijedio/la je Tweet
4/A big part of the story is the massive shift in the form of investment, from tangible to intangible. This means analysts have to go back to basics and figure out the *magnitude of investment* and the *return on investment,* whether on the IS or BS https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3442539 …pic.twitter.com/PywEAhLP21
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This old photo of Chuck Schwab is so epic. Amazing to think that in our lifetime we'll look back at photos of today's high tech entrepreneurs and all their technology will look so incredibly old fashioned!pic.twitter.com/NhncxSWxm3
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We took this photo in early 2016 of a billboard along the freeway that connects San Francisco to Silicon Valley. At the time it sure seemed like a textbook sign of a top. Boy is it hard to assess market wide sentiment in a way that is useful to investors!pic.twitter.com/6XamOy8Fuj
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Ensemble Capital proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Ensemble Capital proslijedio/la je Tweet
Traditional value investors understand the role of price mitigating left tail risks. Traditional growth investors understand the ability of the right tail to be longer than traditional value investors appreciate. The marriage of the two concepts is nirvana. Also hard to do.
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Ensemble Capital proslijedio/la je Tweet
Have been asked to give a lecture at a university. What are things you wished you'd known about investing or your finance career at 18 years old?
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Ensemble Capital proslijedio/la je Tweet
Rising CAC from
$GOOG being greedy is only universally bad if you’re still an upstart. If you’ve been around a while and have built your own list at lower prices, rising CAC can add defensibility to your business by using your lower cost list to subsidize ad spend.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Broadridge's wealth management group continues to grow in importance along with its status as a standalone division being more and more defined. They'll break this out into new reporting segment at some point. http://otp.investis.com/clients/us/broadridge/usn/usnews-story.aspx?cid=928&newsid=65067 …
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We recently dug deeper into our
$BKNG thesis in this video presentation for@manualofideas's Best Ideas 2020 conference. Always happy to answer questions.https://intrinsicinvesting.com/2020/01/27/booking-holdings-playing-nice-with-the-google-monster/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ensemble Capital proslijedio/la je Tweet
“Wonderful Companies at Fair Prices” by Polen Capital https://www.polencapital.com/pdf/Insights/Wonderful%20Companies%20at%20Fair%20Prices%20-%20Part%20II%20in%20a%20Series%20on%20Valuation.pdf … Great paper that highlights the importance of outweighing the understanding of a business over its valuation, and how a good earnings power analysis may overcome the consequences of a bad valuationpic.twitter.com/pYXPFlNAV7
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Ensemble Capital proslijedio/la je Tweet
Best CEOs of the US publicly traded companies in 2019 according to Glassdoor ranking. This ranking can be manipulated by companies so take it with a grain of salt
$ADBE$MSFT$ISRG$SYK$HUBS$CRM$NVDA https://www.glassdoor.com/Award/Top-CEOs-LST_KQ0,8.htm …pic.twitter.com/aY4rg9myKz
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