Tagged: Intresting articles
- This topic has 15 replies, 7 voices, and was last updated 1 year, 11 months ago by Logan.
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July 18, 2020 at 12:12 pm #7753
In this new thread we can share interesting articles about investing, how to value a business, famous investors’ quotes, tweets etc.
Starting with two recent interviews of Rakesh Jhunjhunwala,
Asked what it takes to identify a 200-bagger, Jhunjhunwala shared a three-point strategy: “First, think individually. Then, give out your opinion. Hold shares for a longer time. It all depends on guts, persistence and attitude of the risk taker. Even in today’s market, I am buying the most battered stocks.”
July 18, 2020 at 12:35 pm #7754VALUEBUYER001Registered BoarderThanks admin ji
1+July 19, 2020 at 1:03 am #7755profile inactive, exited bcgRegistered BoarderJuly 19, 2020 at 1:24 pm #7757PBBRegistered Boarderhttps://b-ok.asia/book/2563681/bb0248
Link for the Complete Book Sapiens
Links for other books by the same author Youval Noah Hararai
I wish you a good reading on this sundayhttps://b-ok.asia/g/Yuval%20Noah%20Harari
2+July 24, 2020 at 2:10 am #7794Programmatic’s Slow Payment Problem Puts A Strain On The Industry
“There’s a significant cash flow problem that comes to ad tech intermediaries. That’s why you have heavy working capital needs in the industry.”
https://www.adexchanger.com/exchange-ideas/programmatics-slow-payment-problem-puts-strain-industry/
July 24, 2020 at 10:51 am #7796odyseeRegistered BoarderAdmin, thank you for the above article. But it’s distressing to note the payment environment that all these companies including BCG have to operate in. Free cash flows and growth could remain a perennial problem unless something at the industry level changes that could provide relief to the smaller players. Even the LOC will need to be linked to the receivables on an ongoing basis; because as the business grows with the first lot of available funds , so will receivables. And growth will again get stunted unless the LOC is variable and linked to the quantum of receivables.
July 24, 2020 at 2:04 pm #7799VALUEBUYER001Registered BoarderThanks odysee for your concern loc is usually like say 90% of receivables and it may be reviewed at regular intervals and likely to be increased subject to proper servicing of interest on loc
3+August 20, 2020 at 8:27 pm #8080LoganRegistered BoarderAmazon’s tiny profits, explained It’s all about investing in the future.
Thanks to how Amazon’s payment cycle works, it usually gets money for selling an item long before it has to pay for that item. For example, it takes Walmart on average nearly three days to receive payment for goods after it paid its suppliers, while Amazon on average receives payment about 18 days before it paid its suppliers, according to the latest available cash conversion cycle data from the financial research platform Sentieo.
Please read this article to understand the importance of having free cash flow. Amazon is growing because of free cash flow and not because of profits. Mr.Reddy has repeatedly said free cash flow is important for growth and he’s right about that. BCG can’t convert its profits to cash whenever it wants because of the nature of the industry and that can be sorted out (slowly but steadily) by getting additional funds regularly (additional funds can be either through debt or equity). Profits are very important for stability but free cash flow is important for growth and paying dividends or buyback of shares.
August 20, 2020 at 10:14 pm #8083LoganRegistered BoarderJeff Bezos Explains Why Amazon Makes No Profit (2014)
Please watch this amazing video. Here are some of Jeff Bezos’ quotes from the video.
“We don’t really explain the stock, we explain the company to people and you should do it to people who are long term investors rather than traders, that’s our point of view.”
“If you focus on the controllable inputs to your business instead of the outputs (stock prices) in the long term you get better results.”
“Most of the work that we put into any particular quarter happened years ago.”
{example is Amazon Web Services (AWS) it was started in 2002 but the business picked up in 2010s and as of now (in 2020) AWS is the biggest cloud computing company in the world (slightly above Microsoft’s Azure}.“As per Benjamin Graham – in the short term stock market is a voting machine and in the long term its a weighing machine. People are well advised to build a company that wants to be weighed and not voted upon and that means having a good return on invested capital and having lots of free cash flow.”
I’m not comparing BCG to Amazon or Mr.Reddy to Jeff Bezos but my point is that BCG is focusing more on business and that will help the shareholders in the long term. Many competitors of BCG either went bankrupt or were sold to others at low prices because they couldn’t handle the competition but BCG didn’t lose focus and maintained its stability. LOC and consolidation of subsidiaries will help the company a lot.
August 24, 2020 at 6:19 pm #8113#DigitalMarketing explained in layman's terms.https://t.co/LLQ26kxwBj
— Brightcom Investors Forum (@BrightcomInvest) August 24, 2020
August 28, 2020 at 4:23 pm #8135cvkrrRegistered BoarderAugust 28, 2020 at 7:10 pm #8139VALUEBUYER001Registered BoarderSeptember 6, 2020 at 7:27 pm #8243I am like Abhimanyu, I don’t know how to exit: Vijay Kedia
2+September 9, 2020 at 8:06 pm #8280LoganRegistered BoarderSeptember 24, 2020 at 12:29 am #8540LoganRegistered BoarderNike’s online business is booming — ‘digital is here to stay,’ CEO says
“Digital is fueling how we create the future of retail,” CEO John Donahoe said.
“Nike’s decision to evolve into a digital-first organization has proved prudent, as the crisis continues to push consumers toward the digital channel,” Susquehanna analyst Sam Poser said. “Digital momentum is sticky. … [And] Nike has embraced the structural shift of consumer shopping habits from traditional brick-and-mortar to digital and will, in our view, continue to capitalize on this shift.”
As more businesses go digital, companies like BCG will benefit a lot (people will see more ads as they spend more time online)
October 13, 2020 at 10:49 am #8880LoganRegistered BoarderFacebook Users Interacting With Misinformation Way More Now Than In 2016, Study Finds
During COVID-19 times and election year, it’s very important to read genuine information.
BCG signing reputed publishers for their B-Local initiative is a very good move. People trust news that’s published in local newspapers/publishers more than they trust news shared in social media platforms.
Business wise we don’t have many complains but we always have issues with BCG’s corporate governance. If they improve that and if they are more transparent then price will catch up with intrinsic value sooner than later.
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