General Discussion

12,338 topics in this forum

1. Magic Formula outside US

   By DamienC, June 9, 2020
   • 5 replies
   • 2.8k views
   • 
   • LC
   • June 10, 2020

2. How to bait value investors

   By muscleman, June 2, 2020
   • 14 replies
   • 5k views
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   • BG2008
   • June 10, 2020

3. Orion Engineered Carbons

   By alexjonPSR, June 9, 2020
   • 0 replies
   • 1k views
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   • alexjonPSR
   • June 9, 2020

4. NKLA motors up 100% today---Is founder the next Elisabeth Holmes or Henry Ford 1 2

   By Guest jalebijim, June 9, 2020
   • 29 replies
   • 6.7k views
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   • Guest
   • June 9, 2020

5. Covid behaviors

   By Jurgis, June 7, 2020
   • 2 replies
   • 1.9k views
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   • Gregmal
   • June 9, 2020

6. Valuations Do Not Matter - Ken Fisher

   By NBL0303, June 9, 2020
   • 3 replies
   • 1.9k views
   • 
   • Gregmal
   • June 9, 2020

7. Munger and Psychology of Misjudgment COBF Class idea

   By LongHaul, May 27, 2020
   • 24 replies
   • 5.7k views
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   • DooDiligence
   • June 7, 2020

8. Unemployment Understated By Three Percentage Points

   By Read the Footnotes, June 6, 2020
   • 5 replies
   • 2.5k views
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   • Read the Footnotes
   • June 6, 2020

9. 3 Rules for Rulers (CGP Grey video, 19 minutes)

   By Liberty, October 24, 2016
   • 10 replies
   • 6.1k views
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   • Jurgis
   • June 3, 2020

10. Solar 1 2

    By investmd, August 2, 2017
    • 48 replies
    • 18.3k views
    • 
    • scorpioncapital
    • June 3, 2020

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

    By LongHaul, May 31, 2020
    • 9 replies
    • 3.6k views
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    • mjohn707
    • June 3, 2020

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

    By Aurelius, March 26, 2020
    • 85 replies
    • 23.5k views
    • 
    • Aurelius
    • June 2, 2020

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

    By link01, February 8, 2012
    • 6 replies
    • 4.4k views
    • 
    • fareastwarriors
    • June 1, 2020

14. Is Groupon a Near Term Short?

    By yousufsh5, May 29, 2020
    • 2 replies
    • 1.8k views
    • 
    • given2invest
    • May 30, 2020

15. Looking for proxy battle candidates

    By EricSchleien, May 28, 2020
    • 2 replies
    • 1.6k views
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    • Read the Footnotes
    • May 29, 2020

16. Historical Stock Data API

    By Seanzy, May 29, 2020
    • 0 replies
    • 1.4k views
    • 
    • Seanzy
    • May 29, 2020

17. How would you Hedge the Market?

    By Mephistopheles, May 28, 2020
    • 7 replies
    • 3.2k views
    • 
    • Kaegi2011
    • May 29, 2020

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

    By manuelbean, May 25, 2020
    • 7 replies
    • 6.1k views
    • 
    • mjs111
    • May 28, 2020

19. How Long Can Fed Buy Everything? 1 2

    By wescobrk, May 21, 2020
    • 31 replies
    • 8.8k views
    • 
    • JimBowerman
    • May 28, 2020

20. Real World Social Experiment of Work From Home Trend

    By BG2008, May 27, 2020
    • 0 replies
    • 1.3k views
    • 
    • BG2008
    • May 27, 2020

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

    By LongHaul, May 26, 2020
    • 7 replies
    • 4.1k views
    • 
    • LongHaul
    • May 27, 2020

22. Picking Dollar Bills from the Street

    By vinod1, May 21, 2020
    • 24 replies
    • 7.8k views
    • 
    • LongHaul
    • May 26, 2020

23. Negative interest rates take investors into surreal territory 1 2 3 4 7

    By Viking, June 28, 2019
    • 169 replies
    • 60.3k views
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    • Cigarbutt
    • May 26, 2020

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

    By manuelbean, May 25, 2020
    • 9 replies
    • 4.4k views
    • 
    • DW1234
    • May 26, 2020

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

    By manuelbean, May 25, 2020
    • 0 replies
    • 1.2k views
    • 
    • manuelbean
    • May 25, 2020