Value Investing Munger: You won't get the returns Buffett and I got by doing what we did

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• Munger: You won't get the returns Buffett and I got by doing what we did
• R tutorial #2: visualizing economic & financial data in R
• Free value investing tools. Excel spreadsheets, valuation methods and checklists.
• What discount rate should be used in a zero interest rate environment?
• Fake negative working capital??

Munger: You won't get the returns Buffett and I got by doing what we did Posted: 10 Mar 2018 07:42 PM PST submitted by /u/New4356 [link] [comments]

R tutorial #2: visualizing economic & financial data in R Posted: 10 Mar 2018 08:01 PM PST Hi all, I was thrilled to see many of you liked my first video from this thread. Here is my second video on data visualization of economic and financial data: https://youtu.be/LVMFYowmAMg Here are the charts you will be able to create after the tutorial! Now that the basics are out of the way (i.e wrangling and visualization), I will be touching more of the nuanced topics in the future. Here's what I have planned so far: Tutorial 3: Automated trading in interactive brokers Tutorial 4: Portfolio construction & optimization Tutorial 5: Linear regression, forecasting and econometrics Tutorial 6: Collecting data from SEC Edgar & valuation fundamentals Tutorial 7: Machine learning concepts I'm thinking after hitting 10 tutorials in R, I'll move into Python then C++. Let me know if there are any tutorials you'd like to see in the future! Drop me a message if you have any questions or get stuck. Feel welcome to subscribe to my channel if you'd like to follow future videos in case you miss my posts. Cheers, Joel submitted by /u/codewithjoel [link] [comments]

Free value investing tools. Excel spreadsheets, valuation methods and checklists. Posted: 10 Mar 2018 08:51 AM PST I made several tools for value investors. Excel valuation spreadsheets, different checklists etc.. I think this is useful tools for the beginner/intermediate value investor. Hope you find some of it valuable. You can download it for free here: https://warrenbuffettspreadsheet.wordpress.com/free-value-investing-tools/ submitted by /u/wbspreadsheet [link] [comments]

What discount rate should be used in a zero interest rate environment? Posted: 10 Mar 2018 12:02 PM PST For example, Japan for now. Their 10y government bond rate is nearly 0% and their average inflation rate is about 0% as well. i'm not asking specific number. just want to hear any reasonable approach in terms of notion. are you gonna set artificial threshold? submitted by /u/99rrr [link] [comments]

Fake negative working capital?? Posted: 10 Mar 2018 08:10 AM PST The post company of Portugal, CTT, went public a few years ago. Altough the post business is declining, the cashflow generated by the company is insane, nearly40% of its assets are in cash. To fight the declining business they got into commercial banking. On sight deposits (no interest paid) rose much, much, faster than loans, which led to a negative working capital situation. Since these deposits are a non-interest bearing liability, and at the same time, the bank does not have and immediate obligation to pay (clients withdraw as they please, but only a bank run would have a meaningful impact on deposits), can this be considered a kind of float? Despite having read a lot about investing, I'm still a newbie, so I'd appreciate any insight. Thanks submitted by /u/zejordao [link] [comments]

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