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The Importance of Smart Capital Allocation
Capital allocation, the way a company spends its money to grow, is one of the most important jobs for any CEO and management in general.
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Dan
3
What Destroys Shareholder Returns
Investing in stocks requires more than picking companies with high growth potential. It’s important to watch out for risks like stock dilution, bad…
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Dan
3
LTP Notes 012: Importance Of Population, Data Centers’ Energy Appetite, Uranium Mining Comes Back To Texas, and Others
Some investing notes that may help you gain insights or make long-term decisions.
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Dan
1
Risks Of Passive Investing
Passive investing is simple and popular, but it’s not risk-free. Concentration in a few companies, distorted pricing, and liquidity risks are real…
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Dan
6
LTP Notes 011: New Home Sales Drop, Semiconductor Sales $1T By 2030, Global Nickel Production, and Others
Some investing notes that may help you gain insights or make long-term decisions.
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Dan
Crucial Importance of Growing Moats
The best investments are in companies that are actively fortifying and growing their competitive advantages, not ones that rely on past successes.
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Dan
LTP Notes 010: Very Expensive S&P 500
Some warning signs we should not ignore.
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Dan
Why Serial Acquirers Outperform
These companies strategically buy other businesses to expand their offerings, enter new markets, and drive long-term value.
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Dan
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Trump Won: What It Means For Investors
The new administration will take office on January 20th.
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Dan
3
LTP Notes 009: Rising Debt Concerns, Global Growth Expectations, Recency Bias, and Others
Some investing notes that may help you gain insights or make long-term decisions.
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Dan
Why Founder-Led Companies Outperform
What sets apart companies that consistently outperform the rest? One key factor is the involvement of the founder.
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Dan
3
LTP Notes 008: Silver Generation, India's Dominance, Valuation By Country, and Others
Some investing notes that may help you gain insights or make long-term decisions.
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Dan
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