General Discussion

12,126 topics in this forum

1. Munger and Psychology of Misjudgment COBF Class idea

   By LongHaul, May 27, 2020
   • 24 replies
   • 4.7k views
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   • DooDiligence
   • June 7, 2020

2. Unemployment Understated By Three Percentage Points

   By Read the Footnotes, June 6, 2020
   • 7 replies
   • 1.9k views
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   • Read the Footnotes
   • June 6, 2020

3. 3 Rules for Rulers (CGP Grey video, 19 minutes)

   By Liberty, October 24, 2016
   • 10 replies
   • 5.6k views
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   • Jurgis
   • June 3, 2020

4. Solar 1 2

   By investmd, August 2, 2017
   • 48 replies
   • 16.5k views
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   • scorpioncapital
   • June 3, 2020

5. Psychology of Misjudgment #2. Liking/Loving Tendency

   By LongHaul, May 31, 2020
   • 9 replies
   • 2.9k views
   • 
   • mjohn707
   • June 3, 2020

6. The optimistic take on Covid-19 1 2 3 4

   By Aurelius, March 26, 2020
   • 85 replies
   • 19.3k views
   • 
   • Aurelius
   • June 2, 2020

7. The impossible puzzle: how to reduce debt without growth

   By link01, February 8, 2012
   • 6 replies
   • 3.7k views
   • 
   • fareastwarriors
   • June 1, 2020

8. Is Groupon a Near Term Short?

   By yousufsh5, May 29, 2020
   • 2 replies
   • 1.4k views
   • 
   • given2invest
   • May 30, 2020

9. Historical Stock Data API

   By Seanzy, May 29, 2020
   • 1 reply
   • 1.1k views
   • 
   • SHDL
   • May 30, 2020

10. Looking for proxy battle candidates

    By EricSchleien, May 28, 2020
    • 2 replies
    • 1.3k views
    • 
    • Read the Footnotes
    • May 29, 2020

11. How would you Hedge the Market?

    By Mephistopheles, May 28, 2020
    • 7 replies
    • 2.5k views
    • 
    • Kaegi2011
    • May 29, 2020

12. Why is D&A usually taken as a proxy for Maintenance CAPEX?

    By manuelbean, May 25, 2020
    • 8 replies
    • 3.7k views
    • 
    • mjs111
    • May 28, 2020

13. How Long Can Fed Buy Everything? 1 2

    By wescobrk, May 21, 2020
    • 33 replies
    • 7k views
    • 
    • JimBowerman
    • May 28, 2020

14. Real World Social Experiment of Work From Home Trend

    By BG2008, May 27, 2020
    • 0 replies
    • 1.1k views
    • 
    • BG2008
    • May 27, 2020

15. Oil Changes - Mileage or Time? Blackstone Lab says Mileage is what matters

    By LongHaul, May 26, 2020
    • 7 replies
    • 2.6k views
    • 
    • LongHaul
    • May 27, 2020

16. Picking Dollar Bills from the Street 1 2

    By vinod1, May 21, 2020
    • 25 replies
    • 6.5k views
    • 
    • LongHaul
    • May 26, 2020

17. Negative interest rates take investors into surreal territory 1 2 3 4 8

    By Viking, June 28, 2019
    • 176 replies
    • 52.1k views
    • 
    • Cigarbutt
    • May 26, 2020

18. ROIC of an older factory is higher than ROIC of a new factory

    By manuelbean, May 25, 2020
    • 9 replies
    • 3.5k views
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    • DW1234
    • May 26, 2020

19. Why should you value retail on earnings and cable on FCF?

    By manuelbean, May 25, 2020
    • 0 replies
    • 996 views
    • 
    • manuelbean
    • May 25, 2020

20. This is your brain on venture capital 1 2

    By LC, May 19, 2020
    • 35 replies
    • 9k views
    • 
    • Read the Footnotes
    • May 24, 2020

21. Two recent articles by Francois Rochon 1 2 3

    By jeffmori7, February 8, 2011
    • 51 replies
    • 32.2k views
    • 
    • Guest
    • May 23, 2020

22. Pharma 1 2

    By Viking, May 28, 2010
    • 29 replies
    • 11.2k views
    • 
    • Spekulatius
    • May 22, 2020

23. War risk 1 2 3

    By muscleman, May 14, 2020
    • 56 replies
    • 9.9k views
    • 
    • Guest
    • May 22, 2020

24. Businesses That Act Like Leeches 1 2

    By BG2008, May 14, 2020
    • 49 replies
    • 8.6k views
    • 
    • JRM
    • May 22, 2020

25. Let Rent-Seekers Fail 1 2 3

    By Nomad, April 28, 2020
    • 63 replies
    • 16k views
    • 
    • Nomad
    • May 21, 2020