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The impact of capital allocation on business success: Why is it important, and what are some strategies?
Capital allocation strategies such as reinvesting earnings or share buybacks can help drive long-term growth for businesses of all sizes.
Nov 11, 20244 min read


Think you know capital? Think again.
Government influence, market manipulation, and dominant business models can affect capital management strategies.
Oct 21, 20242 min read


Price-to-revenue? Yawn. Here's evaluating high-quality companies beyond the basics
Shift your focus to uncovering high-quality companies with predictable revenue, network effects, high margins, and sustainable growth.
Oct 7, 20244 min read


Labor unions: Balancing worker rights and corporate profits
Unions can increase labour costs but also reduce turnover and boost profitability. Learn how it affects us as investors.
Sep 23, 20243 min read


Debt drama: A guide to the debt-to-EBITDA ratio
Is a low debt-to-EBITDA ratio always good for investors? Learn the ideal ratio and recognize when it indicates missed growth opportunities.
Sep 2, 20243 min read


The myth of perfection: Mohnish Pabrai's timeless investing lessons
Identify undervalued companies, understand the role of leadership in business growth, and embrace imperfection in investing.
Aug 26, 20243 min read


Diageo plc Fundamental Analysis
A deep dive into Diageo plc, a consumer defensive company.
Aug 26, 202411 min read


Ulta Beauty, Inc. Fundamental Analysis
A deep dive into Ulta Beauty, Inc., a consumer cyclical company.
Aug 21, 202412 min read


AGCO Corporation Fundamental Analysis
A deep dive into AGCO Corporation, an industrial company.
Aug 14, 202412 min read
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