Book Club Rule #1 – Elimina barierele
Book Clubul Rule #1 a ajuns la final odata cu parcurgerea ultimelor trei capitole din carte. Link prezentare PPT - Prezentare S02E07 https://www.youtube.com/watch?v=AZLyHpnXLMM
Book Club Rule #1 – Momentul perfect pentru a vinde
In cadrul Book Clublului Rule #1 din 8 Decembrie am discutat despre momentul perfect de a vinde actiunile unei companii. The right time to sell a company is never. —WARREN BUFFETT 1. When the business has ceased to be wonderful (1) an Outside Attack, and/or (2) an Inside Traitor The Outside Attack comes from a competitor [...]
Book Club Rule #1 – Bet on the Jockey & Margin of Safety
Marti 30 Noiembrie in cadrul Book Clubului in care citim si dezbatem cartea Rule #1 am discutat despre capitolele 7, 8 si 9. Principalele idei din capitolele citite: Bet on the Jockey CEO-ul companiei in care investesti trebuie sa fie: Owner-oriented Driven FIND THE BAG Un CEO de nivel 5 ar trebuie sa: should be treating [...]
Book Club Rule #1 – The Big 5 Numbers
In cadrul book clublui de Marti 23 Noiembrie am discutat despre cei mai importanti 5 indicatori financiari in opinia autorului Phill Town. Return on Investment Capital (ROIC) Sales growth rate Earnings per Share (EPS) growth rate Equity, or Book Value per Share (BVPS), growth rate Free Cash Flow (FCF or Cash) growth rat [...]
Book Club – Buy a Business, Not a stock
In cadrul Book Club-ului Rule#1 din data de 16 Noiembrie am dezbatut capitolele 3 si 4 din cartea Rule #1 Investing. Principalele idei din capitolele 3 si 4 BE PROUD OF WHAT YOU OWN I won’t own this business for ten minutes unless I’m willing to own it for ten years. Finding a business with a [...]
Book Club – Start sezon 2
Marti 9 Noiembrie am inceput sezonul 2 a book clublui in care vom citi si dezbate cartea Rule 1 Investing de Phil Town Prezentare 9 Noimbrie Cateva pasaje interesante extrase din carte. According to Buffett, “There are only two rules of investing: Rule #1: Don’t lose money … and Rule #2: Don’t forget Rule #1 HIGH [...]
