(Excerpt from today’s Focused Compounding article) “My belief is that the market undervalues the ad agency business model. It doesn’t understand the P/E premium over the market that an ad agency would need to trade at to...
I lost a lot of money in Weight Watchers. Let’s look at why that was. As I write this article, Weight Watchers (WTW) stock is at $44.30 a share. I bought my shares at $37.68 a share in 2013 and sold them (in March of 2017)...
The best way for you to understand unleveraged return on net tangible assets is to look at the reports in the Library section of Focused Compounding. I’m going to give you the basic formula for return on unleveraged net tangible...
(Read the full article) “I lost a lot of money in Weight Watchers. Let’s look at why that was. As I write this article, Weight Watchers (WTW) stock is at $44.30 a share. I bought my shares at $37.68 a share in 2013 and sold them (in...
Most stocks are now overpriced. Historically, a normal price for a stock has been about a P/E of 15. And historically, stocks have outperformed other assets. Therefore, it makes sense to buy above average businesses when their shares...
Someone emailed me this question: “For the past months I’ve dug into your posts on Gurufocus…in this article you write about Warren Buffett’s early years: ‘Warren Buffett was thinking about compounding wealth. He was...
I planned to do a quick re-visit of my own experience investing in Weight Watchers (WTW). However, since announcing my plan to do that, I’ve gotten a lot of emails from people telling me about their own experience either investing in that...
I get a lot of emails from people asking how to become a better investor. They usually have very specific ideas about what would help them improve. For example, they think they need to get better at reading 10-Ks and that would fix their...
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