Brucie Bonus

It is always nice to see a new Bruce Greenwald video. He always provides some unique Professor-like insights which have some practical investment utility. This video includes Bruce’s explanation of why Apple’s margins in the consumer market are more subject to competitive pressure compared to margins in localised vertical markets such as those in which…

A Financial Analysis Template

In 2011 Mary Buffett and David Clark released a book that outlines Warren Buffett’s approach to investing (Warren Buffet and the Interpretation of Financial Statements). I found this such an excellent encapsulation of what I had pieced together from various sources over the years that I knocked up a financials template based upon it so…