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Fundamental Finance Playbook

Thoughts on Security Analysis and Investing

  • Investing Basics
    • Accounting Principles
    • Intrinsic Value
    • Margin of Safety
    • Capital Allocation
    • Special Situations
    • Interest on Interest
    • Mental Models
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    • Martin J. Whitman
    • Charlie Munger
    • John Malone
    • John Clifton Bogle
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    • FRMO Corp
    • EXOR N.V.
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    • Dundee Corp
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The FF Notebook

  • Business Models (2)
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    • Accounting (3)
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    • Finance (2)
    • Psychology (1)
  • Nuggets (45)
    • Fundamental Finance (41)
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  • Stock Reports (11)
  • Valuation (11)
    • Comparable Multiples (3)
    • Fundamental Analysis (8)
    • Sum-of-Parts Analysis (3)
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