Old School Value Nugget Fest (Nov 14th Edition) | Value Investing News

Old School Value Nugget Fest (Nov 14th Edition)

  • If you want to hone your financial statement analysis, I’d recommend Einhorn’s Netflix Short thesis, which dives into GAAP financials and makes you think about why they are misleading for NFLX.
  • “We don’t want to buy equities where our real expectancy is below 10 percent.
  • You read a lot about how Buffett is underperforming the market YTD, but you really should expect that.
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