What if the price of those two stocks drop further? Don’t you find it necessary to study PNC and US Bankcorp? Do you need to maybe hedge against them?
Jayden Preston commented on the post, Geoff’s SEC Filing Notes for: Resideo (a Planned Honeywell Spin-off) 9 months ago
Definitely very interested in seeing your notes. Thanks Geoff
Sorry for the late reply.
Certainly. I have found it difficult as well.
I wouldn’t say it’s necessarily a misalignment between management and shareholders though. For instance, while Aaron Levie onl […]
Thank you Trey for your comment.
You are absolutely correct. I should have mentioned the share dilution. The dilution was 5% in the past 2 years. As growth slows gradually, the level of dilution is likely to […]
I see the licenses are not being amortized. Is this because the licenses do not expire?
Thank you for the write-up Vetle!
Could anyone brief us on how does the broadcasting licensing for radio work? (Price, duration and etc…)
And what would you guys estimate the ROIC of the company be?
Jayden Preston commented on the post, AutoNation (AN): A Cheap Cannibal with Minimal Downside 1 year, 2 months ago
Thank you for the fantastic write-up!
Hi Trey, thanks for the nice write up!
Do you have any theory or idea why Exxon has had lower cost of production than its competitors? And how likely is this advantage to be sustained? Would be great if you can […]
Jayden Preston commented on the post, EM Systems: The Japanese Industry Leader in Pharmacy Software 1 year, 2 months ago
It’s great seeing you here Clayton!
This is a magnificent write-up
Thanks for sharing Andre.
Just a quick question first, for the last point under the Valuation section, do you mean SUM is currently trading at 2x Book Value instead of 2x 2018 […]
Excellent article Mister Compounder*!!
Excellent Article Mister Compounding!!
Hi Philip, I can only say this: This is an excellent article.
Excellent post as always. You should definitely do more of this