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A Weekend at Alpha Summit
By Azrael's Financial Cents  •  January 26, 2019

Last weekend, The Fifth Person held an event, Alpha Summit for both the public and Alpha Lab members (Yes, I am a subscriber, you can find the link here).

There were different speakers (Rusmin, Victor, Kenny and Jun Hao) covering their topics ranging from financial ratios for screening, to portfolio management, to the retail industry, to market cycles and even new case studies of companies not covered in Alpha Lab yet.

I will go through some of the highlights which made more impact to me.

On Asset light businesses

Investors tend to do well with such companies Much more scalable without need for excessive capital Examples would be Booking Holdings vs Expedia, the former focuses on agency than merchant services which helped it to scale a lot more Ratios to indicate these are  % of Fixed Assets over Total Assets FCFE (Free Cash Flows on Equity) Some trends worth looking would be...
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By Azrael's Financial Cents
Azrael is the author behind Azrael's Financial Cents, a personal diary of his journey towards Financial Freedom. Hopefully, while sharing his experience, he can help his readers and better himself too.
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