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[The Icahnist @TheIcahnist]

Two tactics used by the greatest dealmakers alive.

[Boring_Business @BoringBiz_]

My favorite piece of career advice comes from Marc Andreessen

The first rule of career planning is to not plan it at all

The world is simply too dynamic to box yourself into a singular pre-determined path for your entire life

[WaTo @watoulsky]

Jeff Bezos:
“Una vez le pregunté a Warren Buffett por qué no hay más gente que copie su estrategia de inversión. En el fondo no es tan difícil de entender. Y me dijo: ‘Oh, Jeff, eso es fácil. Mi método es un plan para hacerse rico lentamente. Y a la gente eso no le gusta’.”

“Si eres capaz de pensar en plazos de siete años en vez de tres, y puedes aplazar la gratificación instantánea y pensar a largo plazo, tendrás ventaja sobre todos tus competidores, porque la mayoría de la gente no es capaz de hacerlo.”

[WaTo @watoulsky]

Warren Buffett:

“No me importaba si una acción subía o bajaba al día siguiente, ni a la semana, ni al mes, ni siquiera al año siguiente. No tenía ni idea de lo que iba a hacer. Tampoco sabía qué haría el mercado. Pero sí conocía los negocios.”

[Compounding Quality @QCompounding]

How bonds work

[Compounding Dividends @CompoundingW]

Private Equity Vs Hedge Fund

[Compounding Quality @QCompounding]

10 Balance sheet ratios everyone should know:

1️⃣Working Capital

🔒Description: Working capital is a measure of a company's liquidity and short term financial health

🔑Formula: Current Assets- Current Liabilities

2️⃣Current Ratio

🔒Description: Company's relationship between its current assets and current liabilities

🔑Formula: Current Assets / Current Liabilities

3️⃣Quick Ratio

🔒Description: Measures the capacity of a company to pay its current liabilities without needing to sell inventory

🔑Formula: Current Assets - Inventory / Current Liabilities

4️⃣Interest Coverage (ICR)

🔒Description: Shows you how well a firm can pay the interest due on outstanding debt

🔑Formula: EBIT / Interest Expense

5️⃣Debt-to-Assets

🔒Description: The total amount of debt a company has relative to its assets

🔑Formula: Debt / Assets

6️⃣Debt-to-Equity

🔒Description: Ratio used to calculate a company's financial leverage

🔑Formula: Debt / Equity

7️⃣Asset Turnover

🔒Description: Shows you how efficiently companies are using their assets to generate sales

🔑Formula: Sales / Total Assets

8️⃣ Days Sales Outstanding

🔒Description: The average number of days it takes a company to receive payment for a sale

🔑Formula: (Accounts Receivable / Sales) *365

9️⃣Inventory Turnover

🔒Description: Measures how efficiently a company uses its inventory to generate sales

🔑Formula: Costs Of Goods Sold / Inventory Value

🔟Net Debt / Free Cash Flow to Firm

🔒Description: Measures how many years it would take a company to pay down all its debt

🔑Formula: Net Debt / Free Cash Flow to Firm

[Compounding Dividends @CompoundingW]

Liquidity Ratios

[Compounding Quality @QCompounding]

How to Model 3 Statements by @BojanRadojici10

[Compounding Dividends @CompoundingW]

3 Statements Model

[Engineer Things @EngineerThing]

C-Level Roles Explained

[Restructuring__ @Restructuring__]

If you find the post interesting, you might enjoy the below article on how to adopt AI in the financial industry

https://t.co/7Er0fUmOic

[Boring_Business @BoringBiz_]

If you want to work in restructuring investment banking or distressed credit investing, bookmark this

A collection of BoringBiz primers

🧵

1/ Restricted Groups

[Boring_Business @BoringBiz_]

Collection of restructuring and distressed debt primers from BoringBiz

1/ Restricted Groups

[Bondoro @BondoroInsights]

https://t.co/3RuNhV2zMG

[Brian Feroldi @BrianFeroldi]

How to Read an Annual Report

[Compounding Dividends @CompoundingW]

An Entire Financial Model on One Page

[Boring_Business @BoringBiz_]

If you are looking for a primer on leveraged finance, restructuring or credit investing concepts, this thread is for you

Few fantastic slides from an old leveraged finance handbook by Bear Stearns

🧵

1/ Introduction to leveraged finance

[WaTo @watoulsky]

Warren Buffett sobre cómo afrontar los desafíos al invertir —y en la vida:

“El mundo no va a adaptarse a ti, tú tendrás que adaptarte al mundo…”

“Las personas tienen emociones, pero cuando inviertes, debes dejarlas fuera.”

[brenz. @brenzhills]

En lugar de perder otra tarde en YouTube,

Sacate estas 3 certificaciones de Claude que puedes poner en tu CV (y que cuestan 0€)

¿Por qué importa tener una certificación de Claude?

Porque en los próximos 12-24 meses, saber usar IA de forma efectiva va a ser tan básico en un CV como saber usar Excel.

La diferencia entre el que lo sabe usar y el que no, no siempre es visible, hasta que alguien pregunta.

Una certificación oficial hace esa diferencia visible.

Y en España y LatAm, donde la adopción de herramientas de IA en empresas medianas todavía está en fase inicial, aparecer con una credencial de Anthropic en el perfil es diferenciarse ahora, cuando todavía es fácil.

Las 3 certificaciones disponibles:

1. Claude 101 — 1 hora
2. AI Fluency: Framework & Foundations — 3 horas
3. Intro to Cowork — 2 horas.

Aquí abajo esta la guia paso a paso👇

Si te sirvió, compártelo con tu red para ayudarles a certificarse♻️