Oct 10, 2024
Introduction Screening has long been a cornerstone of the initial pipeline of invest process, enabling investors to shift through vast datasets to identify potential opportunities based on specific characteristics such as value, momentum, and quality....
Sep 19, 2024
Shawn:Hey Julie, I’ve been looking at how people use Free Cash Flow (FCF) in valuations, especially in Discounted Cash Flow (DCF) models and relative multiples, but I’ve realized something important: it’s not just about the FCF figure itself, it’s really about...
Mar 21, 2018
Artificial intelligence (AI) has emerged as a significant factor in investment management. The intersection between fundamental investment and machine learning prompts a crucial question: What can each learn from the other? The answer is that each field has...
Apr 20, 2017
I have been bearish toward IBM for years. However, throughout 2016, Berkshire Hathaway kept remaining as the largest shareholder of IBM. I have a deep respect for Warren Buffet (as I touched on high conviction investing in this article) and IBM is...
