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Cultiba – Analysis of Q2 2024 Results
A look at Cultiba's and Grupo Gepp's Q2 2024 results.
Sep 9
•
Ferrucho Doddoli Lankenau
2
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Cultiba – Analysis of Q2 2024 Results
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1
The Fallacy of Expected Value in Investing: Arithmetic vs Geometric Mean
In this article I analyze how certain investments, even with a positive EV, can lead to ruin because a large loss can occur that leads to irreversible…
Sep 1
•
Ferrucho Doddoli Lankenau
2
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The Fallacy of Expected Value in Investing: Arithmetic vs Geometric Mean
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August 2024
Fe de Erratas – Analysis and Valuation of Consorcio Ara 2.0
Important corrections and improvements made to my recent valuation of Consorcio Ara
Aug 7
•
Ferrucho Doddoli Lankenau
2
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Fe de Erratas – Analysis and Valuation of Consorcio Ara 2.0
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Direct vs Indirect Approach
A personal reflection on my plan to cultivate the ideal conditions to become a successful investor.
Aug 7
•
Ferrucho Doddoli Lankenau
2
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Direct vs Indirect Approach
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What is your edge?
An analysis of the type of edge you can have as an investor and how to develop it further.
Aug 4
•
Ferrucho Doddoli Lankenau
4
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What is your edge?
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July 2024
Consorcio Ara – Analysis and Valuation 2.0
At first glance Consocio Ara looks incredibly cheap, in this analysis I revisit the company to determine if it is really a great opportunity, or a value…
Jul 29
•
Ferrucho Doddoli Lankenau
7
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Consorcio Ara – Analysis and Valuation 2.0
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June 2024
How Many Stocks Should an Investor Own?
An analysis of diversification vs concentration in investing.
Jun 9
•
Ferrucho Doddoli Lankenau
2
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How Many Stocks Should an Investor Own?
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Why Small Investors Have the Upper Hand
An analysis of why small investors can achieve better returns than institutional players.
Jun 6
•
Ferrucho Doddoli Lankenau
1
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Why Small Investors Have the Upper Hand
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May 2024
Cultiba – Analysis of FY 2023 and Q1 2024 Results
A look at Cultiba's and Grupo Gepp's FY 2023 and Q1 2024 results.
May 15
•
Ferrucho Doddoli Lankenau
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Cultiba – Analysis of FY 2023 and Q1 2024 Results
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1
Compounders vs Cheap Stocks
Should an investor focus on finding high quality companies that can incrementally reinvest earnings at high rates of return (compounders), and ignore…
May 13
•
Ferrucho Doddoli Lankenau
1
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Compounders vs Cheap Stocks
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2
Buffet's Thoughts on Cost of Capital and the $1 Test
This post will touch on Buffett’s $1 test, which is how he thought about a company’s cost of capital.
May 8
•
Ferrucho Doddoli Lankenau
1
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Buffet's Thoughts on Cost of Capital and the $1 Test
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What produces high returns on invested capital? – Part 2
In this article I expand on the factors that contribute to a high ROIC, focusing on what contributes to a high capital turnover.
May 6
•
Ferrucho Doddoli Lankenau
2
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What produces high returns on invested capital? – Part 2
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