Insights archive

Recap #27 features NVIDIA, HEICO, and Sam Zell's 8 lessons

Company Research

Earnings Season Recap #27

We’ve curated core ideas and lessons from the legendary investor Sam Zell, who recently passed away at the age of 81. Also, this dispatch includes quarterly highlights and curated quotes from HEICO and NVIDIA.

Operating Leverage

Operating Leverage: A Game-Changer for Financial Success

Operating leverage is a financial concept that measures the impact of fixed costs on a company's profitability. This article seeks to explain the concept of operating leverage, its formula, and whether high or low operating leverage is preferable.

Sam Zell: 8 Investing Lessons

Investment Strategy

Sam Zell: 8 lessons

Sam Zell focuses on understanding the intrinsic value of assets rather than following market trends, making investments that logically make sense based on in-depth industry analysis.

Free Cash Flow Margin

Free Cash Flow Margin: Why It Matters and How to Calculate It

Free cash flow margin is a crucial financial ratio that measures a company's ability to generate cash from its operations after accounting for capital expenditures. It evaluates the percentage of free cash flow relative to total revenue, providing insights into the company's financial health and cash generation efficiency.

Discounted Cash Flow Analysis - How to value a business?

A Step-by-Step Guide to Discounted Cash Flow Analysis

This article focuses on the concept of discounted cash flow, its relationship to net present value (NPV), the significance of the weighted average cost of capital (WACC), and provides an example of a discounted cash flow analysis.

Current Ratio

Current Ratio: Understanding Its Significance and Interpretation

The current ratio is a fundamental financial metric that assesses a company's ability to meet its short-term financial obligations. It is a valuable indicator of liquidity and helps stakeholders evaluate a company's financial health.

Year on Year - YoY - Y/Y

Year-over-Year (YOY): Meaning, Formula, and Application

Year-over-Year (YOY) is a widely used term in financial analysis that compares the performance of a specific financial ratio or variable over consecutive periods, typically year to year. It provides valuable insights into the growth or decline of a particular measure, allowing businesses and analysts to assess trends and identify patterns.

Recap #26 features Sea Limited, Copart, and David Barber’s legendary 1997 speech "Delivering Shareholder Value"

Company Research

Earnings Season Recap #26

This issue contains highlights from Copart’s and Sea Limited’s recent earnings calls, and curated core ideas from David Barber’s legendary 1997 speech "Delivering Shareholder Value".

David Barber: Delivering Shareholder Value

Business Philosophy

David Barber: Delivering Shareholder Value

Recapping David Barber's speech, co-founder of Halma, from 1997 describing the secret of the group’s success as a combination of strategic long-term vision and steady purpose.

Market Value  Ratios

Market Value Ratios: Understanding Their Significance and Calculation

Market value ratios are crucial financial metrics used by investors, analysts, and businesses to assess the valuation and market perception of a company. These ratios provide insights into how the market values a company's stock and its growth potential.

Q1 2023, 13F filings for Michael Burry, Li Lu, and David Eisenhorn

Investment Strategy

Transactions of Famous Investors

The 13F reports are now available – get a peek behind the curtain of what some of the most prolific investors are buying and selling.

Quick Ratio

Quick Ratio: A Crucial Indicator for Financial Health

Financial analysis is riddled with numerous financial ratios, each serving a unique purpose. One of the most important among them is the quick ratio. In this article, we will discuss what a quick ratio tells you, evaluate if a quick ratio of 2 is good, explore what a 2 to 1 quick ratio means, and ascertain what constitutes a good or bad quick ratio.

Debt Ratio

Debt Ratio: Understanding and Evaluating Financial Health

When assessing the financial health of a company or an individual, one crucial financial metric to consider is the debt ratio. The debt ratio, also known as the debt-to-assets ratio, provides valuable insights into the proportion of debt a business has in relation to its total assets.

Intrinsic Value - What is a company worth?

Intrinsic Value: The True Worth of a Company

In the world of finance and investing, understanding the concept of intrinsic value is essential. Intrinsic value represents the underlying fundamental worth of an asset or a company, regardless of its current market price.

Profitability Ratios

Profitability Ratios: Assessing Financial Performance

This article explains what profitability ratios are, their importance, how to measure profitability, and arguably the five most important ratios in financial analysis.

David Barber: Delivering Shareholder Value

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Thomas O'HaraInvestment Director, GAM Investments