Free Cash Flow, Amazon.com, and the Teleportation Business
In his 2004 annual letter, Jeff Bezzos tells us about a hypothetical teleportation business to illustrate the advantages of using free cash flow, instead of earnings, to analyze investments.
Analysis of Alphabet/Google. Fourth part: pricing.
Fourth and final post in the series about Alphabet. To end the series we`ll discuss Alphabet's pricing.
Analysis of Alphabet/Google. Third part: dynamic solvency.
Third post in the series about Alphabet. This time we'll analyze its dynamic solvency.
Analysis of Alphabet/Google. Second part: solvency.
Second post in the series about Alphabet. Here we analyze in some detail its static solvency.
Why Alphabet Inc. is a great company but a poor investment.
Although Alphabet's fundamentals are worthy of praise, here we will analyze why its stocks are not now a good investment.
The case against the emergence of passive indexing robo-advisors
Here we analyze the current landscape of robo-advisors, implemented based on the MPT (Modern Portfolio Theory) and indexed passive management.
Gradement is an accounting analysis tool designed to help the fundamental investor with the quantitative part of investing.