Rupam Deb
Dec 11, 20209 min read
Distribution Moat – An Underappreciated Moat (But Not by Berkshire Hathaway)?
When we buy into great companies with high return on capital to compound our wealth for the long term, we want to make sure that those...

When we buy into great companies with high return on capital to compound our wealth for the long term, we want to make sure that those...
The Y-o-Y growth in intrinsic value of your business from your investment perspective, will NOT be equal to the growth rate in earnings...
Have you ever realised that even a very mediocre investment portfolio self corrects over time?…provided it is left alone. And that...
We get questions like these all the time, so decided to reproduce the discussion from our private course group into this blog post. I...
In our previous video , we shared with you an interesting U.S.-based company with strong recurring revenue with a long run way,...
The Dupont analysis can be used to gain an in-depth view of the different drivers of the return on equity. This analysis will also help...
Register here to see all the option trades in this series https://learn.moneywisesmart.com/p/re… This video explains a rare opportunity...
In this video we cover one of the top rated banks in the US: Bank OZK. Bank OZK is a great business because: – They have increased their...
Operating performance metrics such as the Return on Assets, Return on Equity, and Return on Invested Capital, NOPAT can be very...
A stock market crash may seem like something to worry about, but is it really? In this video, I will explain to you how in the long run,...
A stock market crash may seem like something to worry about, but is it really? In this video, I will explain to you how in the long run,...
In this video, we present an overview of China Maple Leaf Education Ltd. A leading international school operator in China (listed in HK...
Recently one of the members in an investing group posted about this company Chico’s. Chico’s is a retail women’s clothing chain and It...
They say ‘a picture is worth a thousand words’… extending that, a video must be ‘worth a million words’. So I have made your life easy by...
Fooled by EBITDA – Part 2 You can read the first article of this 2-Part series here. We present a short case study below to explain the...
EBITDA is one of the most common financial terms that we come across in equity research reports. It is one of those metrics which...
I just got back from attending VIS 2019, the 2 day value investing conference in Kuala Lumpur. The organisers did a great job with the...
First of all a huge THANK YOU to everybody who participated in the study and responded to my question which I had posted in multiple...
Back to main article The concept is based on the principles of Jensen’s inequality (named after the Danish mathematician Johan Jensen)....
I fell short..but ended up winning I had set a target of swimming 4000 laps during the whole of 2018. The year just ended and I have...