Greetings! The purpose of this substack is to research publicly traded companies and share my findings. I conduct this research for my own personal portfolio. In addition to company write-up’s, this substack also tracks my personal portfolio.
Key Statistics EV/EBIT = 18.86x ROE = N/A* ROIC = 41.1% Debt/Equity = -582% FCF Yield = 4.7% Dividend Yield = 0% Market Capitalization = $49.75 billion…
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Security Analysis Podcast Episode #3: Questions from TwitterListen now (26 min) | I answered more questions from Twitter. If you have any questions that you would like me to answer on the podcast, please reach to…
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Security Analysis Podcast Episode #2: Questions from TwitterListen now (21 min) | Show Notes & Links: The Weird Portfolio - The book referenced in the podcast that I wrote & published for free on Medium. The…
The Magic is Gone
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A new perk is available to paid subscribers: exclusive podcasts. I will record these periodically featuring interviews with investors from a variety of…
Security Analysis Podcast Episode #1: Interview With Tobias CarlisleEscucha ahora (73 min) | This was a good discussion that I had the other day with Tobias Carlisle. We discuss his journey in investing and how he…
Key Statistics EV/EBIT = 25.5x ROE = 32.97% Debt/Equity = 33% FCF Yield = 4.92% Dividend Yield = 0% Market Capitalization = $158.95 billion The Company…
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Security Analysis