Invest
Random thoughts: Holiday break…
By Sillyinvestor  •  September 8, 2015
I am still going back to work for 8-5 although it's the school holidays. But I have so much brain space now. I need not constantly think of 6-7 issues every single hour. I have a bit more breathing space to step back and just hey, think about life. Investing: More time to think about how to make money from stock market, how to build a more diversed portfolio. I even read a book. Lol. "Why moat matters" the morning star approach is a good read. It's did not deviate or extrapolate too much from what Pat Dorsy has written, but 2 chapters particularly caught my attention. One on valuation, I have a clearer picture on how ROIC and WACC WORK in tandem With DCF, together with the qualitative analysis of Moat sources. Next, stewardship. Basically is a chapter on management and Coporate actions like share repurchase etc......
Read the full article
By Sillyinvestor
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance