Writing a thesis brings thoughts into the real world. Writing in a consistent format provides structure and discipline to the thinking process. A thesis is
Category: Equity Research Process
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I am codifying a 7-step process that I have mentally followed for the last fifteen years to help me think in a structured fashion to
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Stock Prices can be linked to business fundamentals through one or more Valuation Metrics. When a given valuation metric is found to track (i.e. correlate
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You and I use the word “risk” frequently in our lives, without really thinking about its definition or knowing whether others around us think of
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Many thanks to Jake Taylor at 5GQ for creating this interview with me. Jake certainly does ask 5 Good Questions. Hope you enjoy it.
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Many of you have asked for my book recommendations, so I decided to publish book reviews after first introducing a reading list for value investors.
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Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom
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I am excited to announce a new Black & White Paperback Edition of my book has been published on Amazon.com and is available for purchase
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Click on the image below to see my interview on Beyond Quant’s website: Disclosures and Disclaimer