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Thanks for the excellent article.

Article Comments Amgen: Relative Valuation Remains Unattractive
0 Dec 15, 2023

Good article, thanks. Do you think the loss of the Cobre Panama income is sufficiently priced into FNV's share price at this point? Any feeling on whe

Article Comments Franco-Nevada: A Setback Called Cobre Panama
1 Dec 14, 2023

"Franco Nevada presents an excellent debt profile, with a new record in total cash of $1.29 billion and no debt. Liquidity is now $2.3 billion." This

Article Comments Franco-Nevada: A Setback Called Cobre Panama
1 Dec 14, 2023

Well written comprehensive review of company. Covers both fundamental and technical analysis along with a recommended investment strategy.

Article Comments Franco-Nevada: A Setback Called Cobre Panama
1 Dec 14, 2023

Nicely done and a well rounded analysis, as usual. Like the closing aphorism: "The future is promised to no man". Profound and pithy. I would keep it

Article Comments Franco-Nevada: A Setback Called Cobre Panama
1 Dec 14, 2023

Morgan Stanley now oversees around $6trn in wealth assets. Bain, a consultancy, estimates that the pool of liquid assets (ultimately looking for wealt

Investment Ideas MS
1 Dec 14, 2023

Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qual

Article Comments Vertex Pharmaceuticals: Growth Is Still a Better Choice
0 Dec 14, 2023

Nice tribute to Charlie! I have fallen for value traps too!

Article Comments What I Learned From Charlie Munger as a Value Investor
1 Dec 14, 2023

Thank you for your article.While Alibaba is losing some e-commerce market share, characterizing its business as overall declining is not accurate give

Article Comments Alibaba: What Has Charlie Munger Missed
3 Dec 14, 2023

Buy Apple Stock Ahead of the iPhone 15, history will repeat itself.

Investment Ideas AAPL
1 Dec 14, 2023

Thanks for posting

Article Comments Graham & Doddsville Fall 2023 Newsletter From Columbia Business School
0 Dec 14, 2023

I'm about to shoot this valuation full of holes. This company was caught red-handed neglecting a county courthouse's boiler system, leaving it in a da

Article Comments ABM Industries (ABM): A Fair Valuation in the Market's Spotlight
0 Dec 14, 2023

I just entered a small position in EDU. Seems like risk/reward. Financially EDU appeared to be the best of the Chinese education stocks. Thoughts?

Investment Ideas EDU
12 Dec 13, 2023

Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qual

Article Comments Exxon Mobil: Not Worth the Risks Here
0 Dec 13, 2023

Nathan, what do you think about Taltz sales in 2024?

Article Comments Eli Lilly: The Party Is Over
1 Dec 13, 2023

Deals for this company will keep coming augmenting earnings. Good news will continue for the foreseeable future fueling an even higher stock price.

Investment Ideas PLTR
0 Dec 13, 2023

Most projections are however wrong.

Article Comments Eli Lilly: The Party Is Over
1 Dec 13, 2023

Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qua

Article Comments Eli Lilly: The Party Is Over
0 Dec 12, 2023

Graham Doddsville Fall 2023 Issue FINAL.pdf (columbia.edu)

Article Comments Graham & Doddsville Fall 2023 Newsletter From Columbia Business School
0 Dec 12, 2023

Thanks

Article Comments What I Learned From Charlie Munger as a Value Investor
1 Dec 11, 2023