@suru27 Just because a company is fundamentally very very strong , doesn’t mean an investor would end up getting rewarded always . The term called “Valuation”needs to be respected which ultimately gives you margins of safety and comfort in panic situations .
More from Valuation
June's research paper: Intangible Value ✨
Can value investing strategies be improved by adding intangible assets?
👾 The Asset-Light Economy
🔮 The Dark Matter of Finance
🏰 Intangible Moats
📉 The Disruption of Value
👨🎓 Fixing the "Value Factor"
(Not investment advice)
🧵
(0/10) Full paper here 📘
Blog
https://t.co/omtrn9kfvt
(1/10) The Asset-Light Economy 👾
“The four largest companies today by market value do not need any net tangible assets. They are not like AT&T, GM, or Exxon Mobil, requiring lots of capital to produce earnings. We have become an asset-light economy."
- Warren Buffett
(2/10) The End of Accounting 🧮
“The constant rise in the importance of intangibles in companies’ performance and value creation, yet suppressed by accounting and reporting practices, renders financial information increasingly irrelevant.”
- Baruch Lev and Feng Gu
(3/10) The Dark Matter of Finance 🔮
While intangible matter holds the financial universe together, it is not visible to the naked eye. Unstructured data contains info on intangibles but is large, noisy, and resistant to standard statistical analysis.
Can value investing strategies be improved by adding intangible assets?
👾 The Asset-Light Economy
🔮 The Dark Matter of Finance
🏰 Intangible Moats
📉 The Disruption of Value
👨🎓 Fixing the "Value Factor"
(Not investment advice)
🧵
(0/10) Full paper here 📘
Blog
https://t.co/omtrn9kfvt
(1/10) The Asset-Light Economy 👾
“The four largest companies today by market value do not need any net tangible assets. They are not like AT&T, GM, or Exxon Mobil, requiring lots of capital to produce earnings. We have become an asset-light economy."
- Warren Buffett
(2/10) The End of Accounting 🧮
“The constant rise in the importance of intangibles in companies’ performance and value creation, yet suppressed by accounting and reporting practices, renders financial information increasingly irrelevant.”
- Baruch Lev and Feng Gu
(3/10) The Dark Matter of Finance 🔮
While intangible matter holds the financial universe together, it is not visible to the naked eye. Unstructured data contains info on intangibles but is large, noisy, and resistant to standard statistical analysis.
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Facebook originally a CIA program called "LifeLog".
LifeLog, via DARPA, terminated on Feb 4th, 2004.
Facebook was launched on Feb 4th, 2004.
Many of the LifeLog team became execs at FB.
Zuckerberg is a figurehead.
CIA allowed Cambridge to help Trump win
https://t.co/enzOXDCogV
Pentagon Kills LifeLog
LifeLog, via DARPA, terminated on Feb 4th, 2004.
Facebook was launched on Feb 4th, 2004.
Many of the LifeLog team became execs at FB.
Zuckerberg is a figurehead.
CIA allowed Cambridge to help Trump win
https://t.co/enzOXDCogV
Project: Lifelog
— Robert Horan (@Robby12692) December 13, 2018
Started by DARPA in 1999, the goal of Lifelog was to create a database on civilians without their knowledge, and track everything they do.
The project "ended" on Feb 4th, 2004.
Facebook began the exact same day.
The CIA funneled tens of millions into Facebook. pic.twitter.com/r7hwF0v9kh
Pentagon Kills LifeLog
Following @BAUDEGS I have experienced hateful and propagandist tweets time after time. I have been shocked that an academic community would be so reckless with their publications. So I did some research.
The question is:
Is this an official account for Bahcesehir Uni (Bau)?
Bahcesehir Uni, BAU has an official website https://t.co/ztzX6uj34V which links to their social media, leading to their Twitter account @Bahcesehir
BAU’s official Twitter account
BAU has many departments, which all have separate accounts. Nowhere among them did I find @BAUDEGS
@BAUOrganization @ApplyBAU @adayBAU @BAUAlumniCenter @bahcesehirfbe @baufens @CyprusBau @bauiisbf @bauglobal @bahcesehirebe @BAUintBatumi @BAUiletisim @BAUSaglik @bauebf @TIPBAU
Nowhere among them was @BAUDEGS to find
The question is:
Is this an official account for Bahcesehir Uni (Bau)?
Bahcesehir Uni, BAU has an official website https://t.co/ztzX6uj34V which links to their social media, leading to their Twitter account @Bahcesehir
BAU’s official Twitter account
BAU has many departments, which all have separate accounts. Nowhere among them did I find @BAUDEGS
@BAUOrganization @ApplyBAU @adayBAU @BAUAlumniCenter @bahcesehirfbe @baufens @CyprusBau @bauiisbf @bauglobal @bahcesehirebe @BAUintBatumi @BAUiletisim @BAUSaglik @bauebf @TIPBAU
Nowhere among them was @BAUDEGS to find