http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry. Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo
Can this Colan guy shut up and don't give poison opinions? Fucks sake
Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling
You can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.He looks at some of the cyclical plays, some already