Leonard
Article

Business Lessons from Mark Leonard

Leonard is an investor who uses “value as an analytical style” to buy businesses that sell software to vertical markets.- Mark Leonard Like Buffett, Leonard think about moats, uses return on invested capital as a touchstone, prefers concentrated investments to diversification and likes it when assets he wants to own for a long time “go on […]

COMPETITIVE STRATEGY
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FRAMEWORKS FOR ANALYZING COMPETITIVE STRATEGY

Five Forces – Industry Analysis- COMPETITIVE STRATEGY Michael Porter’s five forces framework is useful for competitive analysis because industry structure plays a major role in shaping competitive strategies. It is especially useful for those businesses with the following characteristics: Defined boundaries, wherein buyers, suppliers and competitors can be identified easily. Mature and stable industry structure, where […]

Investment Principles
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Ray Dalio And His Investment Principles

 Ray Dalio And His Investment Principles In order to be successful in the markets, or in order to be successful as an entrepreneur you have to be an independent thinker. Because the consensus is built into the price in the markets. So you have to be an independent thinker and be right. That’s true as […]

Rules For Better Dividend Investing
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Rules For Better Dividend Investing

Rule #1: The Quality Rule The quality rule is based on the common-sense notion that high-quality businesses have greater wealth compounding abilities than low-quality businesses. The problem is how to define a “high-quality business.” One of the key characteristics of a high-quality business is a long history of steadily increasing dividend payments. A company must have […]

mark-cuban-business-investing
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Mark Cuban About Business and Investing

“Most people think it’s all about the idea. It’s not. Everyone has ideas. The hard part is doing the homework to know if the idea could work in an industry, then doing the preparation to be able to execute on the idea.” I doubt there many people above the age of 12 who have not […]

valueandprices
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Invest in low-risk, high-uncertainty businesses by (Mohnish Pabrai)

Think safe, boring incredibly successful business. “we see change as the enemy of investments…so we look for the absence of change. We don’t like to lose money. Capitalism is pretty brutal. We look for mundane products that everyone needs.” Warren Buffett Some examples of companies that have proven to be low-risk, high uncertainty businesses would […]

valueandprices
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SEARCH STRATEGY by Bruce Greenblatt

Look intelligently for value opportunities. You must have search strategies. Every time you sell stock, someone else is buying that security. Vast majority—95%–is selling because the stock will go down versus buying because the stock is going up. You seek a seller that is motivated by psychological imperatives other than the underlying value. One person […]

Psychological factors - valueandprices
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Psychological Factors by Bruce C. Greenwald

Greenwald sees three psychological factors that best explain why certain stocks become undervalued. Psychological Factors by Bruce C. Greenwald  First, as Buffett himself said, value stocks don’t tend to have big payoffs. Their success is incremental; you won’t strike it rich overnight. They are in every sense the opposite of lottery tickets. And people love lottery […]