Introduction Screening has long been a cornerstone of the initial pipeline of invest process, enabling investors to shift through vast datasets to identify potential opportunities based on specific characteristics such as value, momentum, and quality....
Shawn:Hey Julie, I’ve been looking at how people use Free Cash Flow (FCF) in valuations, especially in Discounted Cash Flow (DCF) models and relative multiples, but I’ve realized something important: it’s not just about the FCF figure itself, it’s really about...
Artificial intelligence (AI) has emerged as a significant factor in investment management. The intersection between fundamental investment and machine learning prompts a crucial question: What can each learn from the other? The answer is that each field has...
I have been bearish toward IBM for years. However, throughout 2016, Berkshire Hathaway kept remaining as the largest shareholder of IBM. I have a deep respect for Warren Buffet (as I touched on high conviction investing in this article) and IBM is...
