The @IntrinsicInv blog by the Ensemble Team is such a gold mine for nuanced explanations of many fundamental investing concepts. 👏
I learned a lot over the years from the wonderful writings of Sean, @ToddWenning, Paul and Arif. 🙏
intrinsicinvesting.com
Last December, I went binge reading on their entire blog posts starting from Dec 2015 (for any articles I missed reading before that)
Below are some of my favorite posts (along with my notes).
1. VALUE, GROWTH & INTRINSIC INVESTING
intrinsicinvesting.com/2016/01/05/val…
2. FINDING THE RIGHT MIX OF VISIONARIES AND OPTIMIZERS (CEOs)
intrinsicinvesting.com/2018/10/04/rig…
3. THE MANY WAYS TO MORTGAGE A MOAT
intrinsicinvesting.com/2019/02/11/man…
4. PREDICTING THE LONG-TERM IS EASIER THAN PREDICTING THE SHORT-TERM
intrinsicinvesting.com/2016/11/14/pre…
5. THE RISK OF LOW GROWTH STOCKS
intrinsicinvesting.com/2019/04/04/the…
Many more great and interesting articles on the blog about
- ROIC
- Moat Analysis
- Idiosyncratic Companies
- Hyperbolic discounting....
👍
/END.
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