myinvestingnotes.blogspot.my (Bullbear Buffett Stock Investing Notes)

Keep INVESTING Simple and Safe (KISS) ****Investment Philosophy, Strategy and various Valuation Methods**** The same forces that bring risk into investing in the stock market also make possible the large gains many investors enjoy. It’s true that the fluctuations in the market make for losses as well as gains but if you have a proven strategy and stick with it over the long term you will be a winner!****Warren Buffett: Rule No. 1 - Never lose money. Rule No. 2 - Never forget Rule No. 1.

Have an obsession for cash flow conversion. What is the free cash flow of the company?

Great, Good and Gruesome Companies. Studying their financial statements.

A simple approach to the present bear market (fair value, bargains, value traps)

Business Quality

How do you select your stocks: Quality First, then Value.

Great, good and gruesome businesses of Warren Buffett (Capital Allocation and Savings Accounts)

Buffett: See's Candies - A Great, Not Just a Good, Business

Three categories of businesses based on the cost of business growth: Great, Good and Gruesome

Asking the ONE most important question: How much cash can be generated from the business?

The question of how to allocate profits is linked to where a company is in its life cycle

My equity bond (Nestle)

The Great, Good and Gruesome Businesses of Buffett

Warren Buffett: Why stocks beat gold and bonds

Intrinsic value of Great Businesses: What's the business actually worth? Think long-term.

Warren Buffett on how to obtain superior profits from stocks.

Great Companies

Warren Buffett - Avoid Bad Businesses

A great company with a Durable Competitive Advantage will have a ratio of Capital Expenditures to Net Income of less than 25%. Less is better.

There is no price low enough to make a poor quality company a good investment.

Telltale signs of good cash generation are dividends, share buybacks, and an accumulation of cash on the balance sheet.