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1Oct 2, '25$KO Coca-Cola is starting to report negative free cash flows (trailing) for the first time in decades.154×2.8M2.7k304367
2Feb 12, '25Bill Ackman's Pershing Square released an investor update that covered commentary on markets and Pershing's holdings. Here are 8 interesting slides: 1) The 10 largest companies in 36.6×670k2.7k3703k
3Jul 6, '24Here are 8 companies trading close to their lowest valuation in a decade: 1) $AMZN Amazon Market cap: $2.1 trillion PE: 41.4x PS: 3.2x EV/EBIT: 33.7x29.1×533k1.2k1331.4k
4Jun 16, '25The US Dollar is worth 9.4% less than it was at the beginning of the year.28.7×527k1.7k507222
5Dec 15, '24The Magnificent Seven Cash Flows vs Share Price 1) $NVDA Nvidia27.1×496k1.4k147921
6Feb 1, '24$NVDA free cash flow per share vs share price. Notice a trend?26.1×478k50270159
7Aug 4, '24Here are 8 companies trading close to their lowest valuation in a decade: 1) $LULU Lululemon Market cap: $31 billion PE: 17.2x PS: 2.9x EV/EBIT: 12.2x25.6×470k1.1k1361.4k
8Jun 26, '25The US Dollar is worth 10.1% less than it was at the beginning of the year.22.8×418k2.1k361243
9Sep 5, '25The average price of electricity per Kilowatt-hour in the United States.19.3×355k1.8k335342
10Apr 18, '24$BABA Alibaba free cash flow vs share price19.3×353k1.1k188247
11Aug 17, '248 of the highest-profile busted stocks from the pandemic that have not recovered: 1) $ZM Zoom Video • Drawdown: 90% • Peak valuation: $162 billion (2020) • Current valuation: $18 b19×349k57180434
12Feb 1, '24$BABA “Now do BABA”17.6×322k874121175
13Feb 1, '25Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".17.4×318k2.7k231675
14Jun 2, '25The US Dollar is worth 8.9% less than it was at the beginning of the year.16.2×298k2.3k459312
15Nov 11, '23Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from15.3×280k1.1k201524
16Jan 28, '24in 2016, Morgan Stanley published a paper titled "The Equity Compounders". "These compounders have generated superior risk-adjusted returns across the economic cycle". 🧵 Our 6 fav15.1×277k9531942k
17Oct 19, '23Warren Buffett loves share cannibals. "The math isn't complicated. When the share count goes down, your interest in the businesses goes up. Every small bit helps if repurchases are14.8×271k42771361
18Oct 8, '24Here are 8 companies trading close to their lowest valuation in a decade: 1) $AMZN Amazon Market cap: $1.9 trillion PE: 35.1x PS: 2.9x EV/EBIT: 29.2x14.6×267k1k1141k
19Sep 18, '25Bill Ackman's Pershing Square released an investor update that covered commentary on Pershing's holdings, which include $GOOGL Alphabet, $AMZN Amazon, $CMG Chipotle, $NKE Nike, $UB12.8×235k1.1k1321.1k
20Oct 29, '23Mauboussin & Callahan recently shared a great paper on how to better understand TSR. "TSR is the capital accumulation rate that investors earn if they reinvest all of their div12.6×231k54888768
21Sep 28, '24Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from12.4×228k1.8k2751.3k
22Nov 16, '23In 2010, Seth Klarman described 20 lessons from the great financial crisis of 2008 that he felt “were either never learned or else were immediately forgotten by most market partici12.4×227k491100944
23Sep 5, '24*eats a Biscoff biscuit on a flight *wonders if this company is publicly traded *pulls up the 20Y chart $LOTB Lotus Bakeries has recorded a 30% CAGR over the last 20 years and a 1912.3×225k85781291
24Aug 25, '24One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.12.3×225k1.3k1661.8k
25Aug 15, '24These 10 companies have been share cannibals in the last decade, repurchasing between 20% to 65% of their share count: 1) $HD Home Depot • Market cap: $353 billion • 10Y Total Retu11.5×210k44853481
26Nov 3, '23Michael Burry has successfully predicted 25 of the last 2 recessions. But one time, he nailed his market call so perfectly, that he cemented himself into stock market history. 🧵 H10.8×198k44052253
27Sep 30, '23This is what Michael Mauboussin considers to be the ultimate checklist for measuring the moat of a company.10.7×196k5951051k
28Oct 27, '25$LVMH CEO, Bernard Arnault, on Champagne vs. the iPhone. "In 50 years, will the iPhone still be used? Or the people making it today, will they have found what will be at the cuttin10.7×196k81364187
29Dec 28, '24Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from10.3×189k1.6k2401.1k
30Sep 24, '25Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from10.1×185k1.5k201886
31Oct 18, '24$NFLX Someone who signed up for Netflix in 2007 (when they launched streaming) would have spent ~$2,075 on their subscription if they never churned. If they invested that same $2k 10.1×184k4366390
32Feb 7, '25$EL Estée Lauder has fallen from a high of $134 billion in market cap to just $23 billion - an 82% drawdown from the peak. What happened?9.3×171k52346164
33Jun 7, '23Michael Mauboussin and Dan Callahan just shared a great paper, updating their work on ROIC. "Companies that delivered high and sustained ROICs exceeded their peers in both net oper8.9×163k612118586
34Sep 26, '25$GOOGL After 7 years of buybacks and a 13% reduction in share count, Alphabet has returned its share count to levels last seen in 2006.8.6×158k2k143235
35Jun 10, '24$AMZN Amazon is trading at its lowest forward PE and EV/EBIT in a decade.8.4×155k717107156
36Apr 21, '24In 1991, Seth Klarman wrote a book, Margin of Safety, that is rumoured to only have printed a few thousand copies. No longer in print, but packed with superb insights, Klarman once8.4×154k48973927
37May 4, '25$EL Estée Lauder, down 84% from its $134 billion peak market cap, now trades for just $20 billion. The last time it traded at a similar market cap was in 2012.8.2×151k71483199
38Feb 20, '25Mauboussin & Callahan just shared a paper on the psychology of expected value. "How often you are right is not all that matters. What is vital is how much money you make when y8.2×150k7991351.3k
39May 26, '25Mauboussin & Callahan just shared a paper on drawdowns and recoveries. "One of the hardest aspects of being a long-term investor is that even the best investments, or investmen8.0×147k7431191.1k
40Apr 4, '24In a classic 1985 interview, Warren Buffett, then worth ~$500m, sat down with George Goodman to discuss what is important in the game of investing. This is just timeless content. �7.7×141k53590965
41Aug 21, '24The fattest free cash flow margins in the S&P 500, if you exclude SBC.7.6×140k49179512
42Apr 19, '25One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.7.5×138k1.2k1441.7k
43Sep 3, '23Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from7.4×136k660105307
44Aug 23, '24Joel Greenblatt on when to buy retail companies.7.4×135k52673752
45Aug 11, '23“Instead of trying to beat the S&P, why not buy the S&P and have more free time?”.7.1×130k7797523
46Oct 18, '25$AN AutoNation is starting to report negative free cash flows (trailing) for the first time in over a decade.7.0×129k579103116
47Jun 5, '24$NVDA Free cash flow vs share price7.0×127k720115136
48Feb 23, '25Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from6.9×127k1.3k164873
49Dec 2, '23These are the companies Michael Mauboussin considers to have the widest moats, globally.6.7×124k724149717
50Dec 29, '24The Magnificent Seven Valuations vs 10Y Mean 1) $NVDA Nvidia6.7×123k48777446
51Jul 7, '24In several of Peter Lynch's old books, he shared a charting technique later dubbed the "Peter Lynch Chart". "A quick way to tell if a stock is overpriced is to compare the price li6.6×121k49961954
52Oct 25, '25Stanley Druckenmiller's last Investor Letter to LPs in 2010. "The joy of winning for clients is immense, for me the disappointment of each interim drawdown over the years has taken6.6×121k74588528
53Mar 23, '25The Magnificent Seven P/E, Revenue Growth, and Gross Margin over the last decade. 1) $NVDA Nvidia6.5×119k46256279
54Mar 31, '25The Magnificent Seven Valuations vs 10Y Mean 1) $NVDA Nvidia6.4×116k44354340
55Oct 5, '25$MMM 3M Company is starting to report negative free cash flows (trailing) for the first time in decades.6.3×115k893132160
56Feb 22, '24$NVDA free cash flow per share vs share price. Notice a trend?6.1×113k646108134
57Aug 6, '24$AMZN Amazon free cash flow vs share price6.1×113k61476163
58Dec 17, '23One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.6.1×112k71398742
59Mar 1, '25Walmart and Amazon's PE ratios have crossed paths. $AMZN $WMT6.1×111k83378127
60Apr 8, '24The paper titled "The Equity Compounders" was published by Morgan Stanley in 2016. "These compounders have generated superior risk-adjusted returns across the economic cycle". 🧵 O6.0×110k45171734
61Apr 12, '25In several of Peter Lynch's old books, he shared a charting technique later dubbed the "Peter Lynch Chart". "A quick way to tell if a stock is overpriced is to compare the price li5.9×108k62378942
62Oct 20, '24$AMZN Amazon Prime started at $79/year in 2005. If you never cancelled your subscription, you'd have spent ~$2,000 on membership fees (inc. price increase). If you dumped the same 5.8×107k70574120
63Dec 22, '23Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".5.7×105k51178160
64Dec 3, '23“Instead of trying to beat the S&P, why not buy the S&P and have more free time?”.5.6×103k6086642
65Jan 11, '24Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from5.5×101k534116314
66Jun 22, '24Good day5.4×100k4553233
67Oct 2, '24The paper titled "The Equity Compounders" was published by Morgan Stanley in 2016. "These compounders have generated superior risk-adjusted returns across the economic cycle". 🧵 O5.4×100k50587947
68Sep 17, '24$BABA Alibaba free cash flow vs share price5.4×99k77795135
69Aug 24, '24This is what Michael Mauboussin considers to be the ultimate checklist for measuring the moat of a company.5.4×99k598851.3k
70Mar 30, '24Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".5.3×97k49979163
71Mar 22, '25Alphabet $GOOGL Waymo weekly rides: • Jul 2024 ➝ 50k • Oct 2024 ➝ 100k • Dec 2024 ➝ 150k • Feb 2025 ➝ 200k Sundar Pichai: "Now serving 200k+ paid trips each week across LA, Phoenix5.3×96k8228595
72Jul 17, '24It be like that5.2×96k5283584
73Sep 27, '24Michael Mauboussin on the importance of position sizing.5.1×94k55176602
74Jun 26, '25Bill Ackman's core investment principles, which he has engraved and keeps on a tablet on his desk.5.1×93k832961k
75Dec 16, '23In 2005, Seth Klarman wrote a short paper about the painful decision to hold cash. Great weekend read.5.1×93k550114631
76Jun 24, '25$GOOGL After 7 years of buybacks and a 13% reduction in share count, Alphabet has returned its share count to levels last seen in 2006.5.0×91k84495125
77Feb 18, '25The highest FCF yields of the Nasdaq 100 if you exclude stock-based comp:5.0×91k44054416
78Jun 2, '25The Magnificent Seven Cash Flows vs Share Price 1) $NVDA Nvidia4.8×88k49977308
79Jan 12, '25Financial Advice4.5×83k1.2k6343
80Aug 10, '25$PYPL PayPal's revenues have doubled ($15b to $31b) in the last six years, but the stock has performed negatively over the period.4.3×79k4274464
81Jan 10, '24In 1981, a young Greenblatt wrote a paper titled 'How the Small Investor Can Beat the Market' "Ironically, it is the expertise of Wall ST's PMs and investment analysts that serves 4.3×79k43794662
82Feb 21, '25China's 'Terrific Ten' vs. the US' 'Magnificent Seven' over the last 12 months.4.3×78k503111101
83May 25, '25There is a record $7.24 trillion in money market funds right now4.2×77k4536288
84Sep 25, '24Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".4.2×76k77288272
85Sep 22, '25$PYPL PayPal has reduced their outstanding share count by 19% over the last 5 years.4.1×75k5533139
86Jan 13, '24One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.4.1×74k52293584
87Sep 13, '24$AMZN Amazon is trading at its lowest forward PE and EV/EBIT in a decade.3.8×70k52990104
88Feb 5, '24$AMZN free cash flow vs share price.3.7×69k44559104
89May 31, '25Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from3.5×65k66999435
90Mar 11, '25The forward PE of the Big Six: Alphabet $GOOGL now trades at 18.6x, below any other member.3.5×65k46273127
91Mar 21, '25$UBER Name a better-looking free cash flow evolution chart.3.3×60k6855688
92Mar 13, '25Warren Buffett's Berkshire Hathaway is beating the S&P 500 over these periods: • 1M, YTD, 6M, 1Y, 3Y, 5Y, 10Y, 20Y, and since inception.3.2×58k4576669
93Nov 7, '25$GOOGL3.1×58k9846254
94Mar 4, '24In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a read3.1×57k43491741
95May 17, '25Uber CEO, Dara Khosrowshahi, says Alphabet's Waymo is "Absolutely leading the pack". "Customers love it. It's safe. The utilization of the vehicles is very high - we're seeing that2.9×52k4705885
96Apr 21, '25Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from2.7×50k50087315
97Apr 20, '25Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".2.7×50k61161181
98Jul 5, '25$JPM JPMorgan has outperformed 5 of the Magnificent 7 over the last 5 years. We see you, Mr Dimon.2.5×46k4506482
99Sep 26, '25Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble: "I didn't learn anything. I already knew I wasn't supposed to do that".2.2×40k66759177
100Feb 15, '22Check out the latest episode of Investing Wizards where Puru Saxena @saxena_puru discusses his current market thoughts, where we are in the Fed cycle, which indicators he's monitor1.5×064668190

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