Sidarth ThirumurthyNote on Capital Allocation : Prof Sanjay bakshiCAPM tells us how to allocate capital. The simple idea behind CAPM is that projects that are expected to earn a return on capital which…Nov 24, 2020Nov 24, 2020
Sidarth ThirumurthyMonish Pabrai | Boston College — 2020 -NotesBest way to learn is to teach.Oct 20, 2020Oct 20, 2020
Sidarth ThirumurthyCalculating Free Cash Flow of a compnayTo calcualte free cash flow you will have to look at the cash flow statement 6 income statement,annual report or quarterly earnigns…Oct 6, 2020Oct 6, 2020
Sidarth ThirumurthyHow to calculate ROICYou can find the above on the income statement,if you can find this,then you can search for EBIT & subtract interest expense.Oct 5, 2020Oct 5, 2020
Sidarth ThirumurthyConnor Haley & with Tobias Carlisle on The Acquirers Podcast,show notesConors strategy :He searches for Gems,(underappreciated,high qulaity,small cap,growth businesses that.Oct 2, 2020Oct 2, 2020
Sidarth ThirumurthyJoel Greenblatt class note 5Buffett began buying Coke in 1988. Buffett figured out that by buying a great business, he could make afortune. In 1988, Buffett invested…Sep 21, 2020Sep 21, 2020
Sidarth ThirumurthyIan cassell &Tobias Carlisle Microcap investing podcast notesian cassels three basketsSep 21, 2020Sep 21, 2020
Sidarth ThirumurthyCIgar Butt Investing-_What Warren ThinksIf you buy a stock at a sufficiently low price, there will usuallybe some hiccup in the fortunes of the business that gives you achance to…Sep 17, 2020Sep 17, 2020
Sidarth ThirumurthyNVR business modelNVR acquires control of land inventory through options contracts. These contracts give NVR the right to buy finished lots from developers…Sep 17, 2020Sep 17, 2020
