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Principles: Monetization
Preface
Feb 5
8
2
Principles: ROE, Growth & Required Rate of Return
Intro This post will explain the relationship between return on equity (ROE), required rate of return (RRR) and growth.
Jan 19
1
Principles: Why You Spend Money
Credits to Morgan Housel: The Art of Spending Money
Jan 19
5
1
Principles: Look-through Earnings
Berkshire Example
Jan 19
3
Principles: Expectations and Happiness
Antarctic Expedition
Jan 19
3
Principles: Scale Economics Shared
Intro “Scale economics shared” was coined by Nick Sleep, the fund manager behind Nomad Partnership.
Jan 19
2
Principles: ROIC and Capital Allocation
The Capitalist’s Dilemma
Jan 19
4
Principles: Measuring Success
I remember when I graduated, the world seemed to me as a tradeoff of opportunities and salary numbers.
Jan 19
2
1
Principles: Pricing Power
Intro Most people have a definition of pricing power as the ability to raise prices without a decrease in quantity.
Jan 19
3
Principles: Identifying Great Businesses
Two Types of Moats
Jan 19
2
Principles: Bubbles are Rational
Shrinking Time Horizons
Jan 19
1
Principles: Credit Cycles
The Credit Cycle
Jan 19
1
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