DS Compounding

Tag: bitcoin

  • 18. Intrinsic Value – Discounted Cash Flow

    Why a lemon drink and a paradisiac beach?  Because at the end of this journey, we will meet together on an exotic beach as digital nomads, enjoying the dividends of our companies.  Am I joking?  Every great adventure contains a treasure to discover, risks, and a good dose of uncertainty. I cannot tell you the…

  • The Mentors: Nomad Letters quotes

    “Investing is a wonderful, thoughtful, adventure but it can also be self-centered, a tendency that can be reinforced by the wealth that can follow. We think it is true that, once past X-amount, real meaning comes with reinvesting in society through charitable giving, which can also be a thoughtful, challenging, wonderful adventure, but with the…

  • Metaverse

    Fig. TEDx Talk: The future of an immersive Metaverse | Artur Sychov | TEDxUNYP Metaverse in the context of physical and digital scarcity. Automatization, by its nature, is a deflationary force, the unique force with delocalization of labor able of guaranteeing a profit margin sufficient to maintain profitable a businessin an environment with inflationary force…

  • 17. Cash Flow Statement Analysis

    This is the last chapter of the analysis of the financial statements. In my opinion, the Cash Flow statement is the most important because it describes the amount of cash and cash equivalents entering the company.  What we are going to learn:  As we saw in the first article, the income statement uses the accrual…

  • Athenaeum – Library

    Fig 1. Giordano Bruno “Believe that nothing is impossible for you, think yourself immortal and capable of understanding all, all arts, all sciences, the nature of every living being. Mount higher than the highest height; descend lower than the lowest depth.”Giordano Bruno DSCompounding letters to investors Psychology Society Philosophy Value Investing Accounting Management Recessions and…

  • 16. Balance Sheet Analysis 

    In the first part of our overview, we analyzed the income statement, now we are going to look at the capital structure of our business, namely: the balance sheet. If earnings are our engine, the balance sheet is the frame of our machine. I like using allegory to make the point, in this case a…

  • 15. Income statement analysis

    Here we go! The first thing to do is recovering the financial statements of the company that we have chosen. A good idea is to choose a company within our circle of competence (10. Circle of competence). What we are going to learn:  The goal is to find the best compounder with a competitive advantage.…

  • Stock Market Crash 

    I am taking care to warn my followers about the notion of bubbles and the consequential crash.  What’s a bubble? Occasionally Mr Market (8. Mr Market) tends to become too exuberant about the future of the market or more often one specific sector. The most recent and known bubble was the dotcom bubble. At the…

  • 14. It’s a war

    “In business, I look for economic castles protected by unbreachable moats” Warren Buffett Capitalism is like life, it is a war. Our goal is to find the best fortress where to put our capital, ideally a fortress with a wide moat, and a smart and powerful lord.In the course of human history, battlegrounds have changed…

  • 13. 10-K

    “The SEC enforces the securities laws to protect the more than 66 million American households that have turned to the securities markets to invest in their futures—whether it’s starting a family, sending kids to college, saving for retirement, or attaining other financial goals.” sec.gov As explained on the first page of the SEC website, the…