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.

Age of Easy Money (full documentary)

Supply Shocks and Stagflation

Inflation expectations

Cost-push inflation

Demand-pull inflation

Causes of Inflation: demand-pull, cost-push and inflation expectations

Inflation

High capex companies are usually bad investments as they rarely produce enough free cash flow

How depreciation of assets can distort profit figures

Looking for possible investment candidates: Four simple rules when comparing FCFps with EPS

If free cash flow per share is consistently a lot lower than EPS, this is a warning sign.

Quality companies turn most of their profits into free cash flow on a regular basis

Checking the safety of dividend payments

When free cash flow may not be what it seems

CHECKLIST ON HOW TO VALUE SHARES

Can quality be more important than price?

The importance of growth

Using owner earnings to value shares: Setting a maximum price method

Using owner earnings to value shares: Earnings Power Value (EPV)

Using owner earnings to value shares: Cash yield or Interest rate method