General Discussion

11,199 topics in this forum

1. Solar 1 2

   By investmd, August 2, 2017
   • 48 replies
   • 15.2k views
   • 
   • scorpioncapital
   • June 3, 2020

2. Psychology of Misjudgment #2. Liking/Loving Tendency

   By LongHaul, May 31, 2020
   • 9 replies
   • 2.2k views
   • 
   • mjohn707
   • June 3, 2020

3. The optimistic take on Covid-19 1 2 3 4

   By Aurelius, March 26, 2020
   • 86 replies
   • 14.9k views
   • 
   • Aurelius
   • June 2, 2020

4. The impossible puzzle: how to reduce debt without growth

   By link01, February 8, 2012
   • 6 replies
   • 3.3k views
   • 
   • fareastwarriors
   • June 1, 2020

5. Is Groupon a Near Term Short?

   By yousufsh5, May 29, 2020
   • 2 replies
   • 1.2k views
   • 
   • given2invest
   • May 30, 2020

6. Historical Stock Data API

   By Seanzy, May 29, 2020
   • 1 reply
   • 880 views
   • 
   • SHDL
   • May 30, 2020

7. Looking for proxy battle candidates

   By EricSchleien, May 28, 2020
   • 2 replies
   • 1.1k views
   • 
   • Read the Footnotes
   • May 29, 2020

8. How would you Hedge the Market?

   By Mephistopheles, May 28, 2020
   • 7 replies
   • 1.8k views
   • 
   • Kaegi2011
   • May 29, 2020

9. Why is D&A usually taken as a proxy for Maintenance CAPEX?

   By manuelbean, May 25, 2020
   • 8 replies
   • 1.7k views
   • 
   • mjs111
   • May 28, 2020

10. How Long Can Fed Buy Everything? 1 2

    By wescobrk, May 21, 2020
    • 33 replies
    • 5.6k views
    • 
    • JimBowerman
    • May 28, 2020

11. Real World Social Experiment of Work From Home Trend

    By BG2008, May 27, 2020
    • 0 replies
    • 752 views
    • 
    • BG2008
    • May 27, 2020

12. Oil Changes - Mileage or Time? Blackstone Lab says Mileage is what matters

    By LongHaul, May 26, 2020
    • 7 replies
    • 1.2k views
    • 
    • LongHaul
    • May 27, 2020

13. Picking Dollar Bills from the Street 1 2

    By vinod1, May 21, 2020
    • 25 replies
    • 4.7k views
    • 
    • LongHaul
    • May 26, 2020

14. Negative interest rates take investors into surreal territory 1 2 3 4 8

    By Viking, June 28, 2019
    • 176 replies
    • 43.3k views
    • 
    • Cigarbutt
    • May 26, 2020

15. ROIC of an older factory is higher than ROIC of a new factory

    By manuelbean, May 25, 2020
    • 9 replies
    • 2.7k views
    • 
    • DW1234
    • May 26, 2020

16. Why should you value retail on earnings and cable on FCF?

    By manuelbean, May 25, 2020
    • 0 replies
    • 765 views
    • 
    • manuelbean
    • May 25, 2020

17. This is your brain on venture capital 1 2

    By LC, May 19, 2020
    • 35 replies
    • 6k views
    • 
    • Read the Footnotes
    • May 24, 2020

18. Two recent articles by Francois Rochon 1 2 3

    By jeffmori7, February 8, 2011
    • 51 replies
    • 28.6k views
    • 
    • stahleyp
    • May 23, 2020

19. Pharma 1 2

    By Viking, May 28, 2010
    • 29 replies
    • 9.8k views
    • 
    • Spekulatius
    • May 22, 2020

20. War risk 1 2 3

    By muscleman, May 14, 2020
    • 56 replies
    • 7.3k views
    • 
    • stahleyp
    • May 22, 2020

21. Businesses That Act Like Leeches 1 2

    By BG2008, May 14, 2020
    • 49 replies
    • 6k views
    • 
    • JRM
    • May 22, 2020

22. Let Rent-Seekers Fail 1 2 3

    By Nomad, April 28, 2020
    • 63 replies
    • 12.6k views
    • 
    • Nomad
    • May 21, 2020

23. Does Elon Musk remind you of Howard Hughes?

    By valueinvestor, May 21, 2020
    • 5 replies
    • 2k views
    • 
    • cwericb
    • May 21, 2020

24. P&C insurance 1 2

    By bergman104, May 14, 2020
    • 26 replies
    • 5.4k views
    • 
    • Spekulatius
    • May 21, 2020

25. My greatest expertise is in the following stocks/industries

    By Guest cherzeca, May 17, 2020
    • 24 replies
    • 4.2k views
    • 
    • TrashIsCash
    • May 20, 2020