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How to Download Stock Information into R

One of my most trafficked posts is How to Download Historical Stock Data into Matlab. But truth be told, I haven’t opened Matlab in several months. I’m now a zealous devotee of R. Let’s bring things up...

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Bruce Greenwald on The Folly of Discounted Cash Flow

The way you’re normally taught to value a company in modern finance is to project out some cash flows a few years, come up with a terminal value for the remaining cash flows on out to infinity, and...

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Source Material: Bruce Greenwald on Valuing Franchises

More than one person has written to me about my posts on how Greenwald values a franchise to say: “Hey! where did get this info?! I’ve read Greenwald’s value investing book and don’t remember any of...

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Glenn Greenberg Resources

If you’ve listened to Bruce Greenwald’s lectures on franchise investing, you’ve noticed that he often mentions Glenn Greenberg. As Bruce tells it, Glenn started in 1984 and if you look at his...

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Greenwald’s Margins of Safety

Stop! He who dares trade in the market of death must answer me these questions three. The the good return ye shall see! Go ahead, tradekeeper, ask your questions. WHAT is margin of safety as it applies...

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The CFA Approach to Coming Up with an Investment Plan

While many of the formulas I learned for the CFA exams are certainly starting to fade from memory, one will never fade. It’s the formula for what to do when someone says: “Look, I have this pile of...

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Even Easier Franchise Valuation!

Well, after lauding Greenwald’s IRR valuation method for franchises, I might have just found another of Bruce’s approaches that I like even better. It really makes franchise investing dirt simple! It...

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Investing Performance 2015

2015 was one of those magic years when I mostly got things right. Let’s review. First, I run 100% equity in my trading account. I aspire to get good enough at stock-picking to run a concentrated...

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Identifying a Franchise

Someone asked: “How do you define a growth company? What would you look at that tells you it’s a growth franchise?” As usual, a great starting place for answering this comes straight from the Bruce...

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Reaching Critical Mass

Well another update is certainly in order given that it’s been almost 3 months since the last! My wife is still undergoing cancer treatment. We’ve switched from chemotherapy to immune therapy. As...

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