Jeremy Grantham and I, who are two old investors and two old friends who have been through a number of cycles, recently had a chat about the markets that you might find of interest. Here it is: https://t.co/3eugTPHlLk
@roic_ai Two questions please:
1. What is your formula for FCF per share?
2. Can we view charts on log scale?
Thank you for the great service!! Highly recommended…
@_inpractise Would be interesting to compare and contrast decision-making driven by the compensation structure, internal information and talent flows, TAM of product vs market vs channel niches, growth vs ROIC profiles and investor base expectations.
Changing and improving your life requires you to destroy a part of yourself and replace it with a newer, better version. Growth is therefore, by definition, painful to some degree.
When there is pain, the animal instinct is flight-or-fight. Calm yourself down and reflect instead. If you can think clearly about what’s behind it, you will learn more about what reality is like and how to better deal with it.
@DakshanaIndia is auctioning off a bronze bust of Charlie Munger. Bidding starts at 1 cent. There is no reserve price and shipping is free to anywhere globally. All proceeds benefit The Dakshana Foundation. The money probably cannot go to a better cause. https://t.co/Eg3zX91zM0