Hello everyone! Today i want to share some trading ideas with you!
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Seth Klarman Investing Rules
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Nice visual of how sectors move based on where we are in the business cycle:
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I always invest with the intention of holding forever.
I actually hold until:
1) The thesis is busted
2) I want to use the capital for something else
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Cash Flow Ratios Every Investor Should Memorize:
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Face value.
Fair value.
Market value.
Book value.
What's the difference?
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