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Why Low Growth Businesses Can Be Great Investments
A conversation about investment returns comparing FCF Yield, ROIC and reinvestment rate.
Aug 16
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Ferrucho Doddoli Lankenau
3
Barriers to Entry in the Cement Industry
Why do cement companies face so little new competition?
May 14, 2025
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Ferrucho Doddoli Lankenau
5
2
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, 2024
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Ferrucho Doddoli Lankenau
2
1
Direct vs Indirect Approach
A personal reflection on my plan to cultivate the ideal conditions to become a successful investor.
Aug 7, 2024
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Ferrucho Doddoli Lankenau
2
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, 2024
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Ferrucho Doddoli Lankenau
4
How Many Stocks Should an Investor Own?
An analysis of diversification vs concentration in investing.
Jun 9, 2024
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Ferrucho Doddoli Lankenau
2
Why Small Investors Have the Upper Hand
An analysis of why small investors can achieve better returns than institutional players.
Jun 6, 2024
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Ferrucho Doddoli Lankenau
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, 2024
•
Ferrucho Doddoli Lankenau
1
2
The Problems with Using EBITDA as a Measure of Cash Flow
An analysis of how to appropriately measure a company's cash flow generation and the reasons why EBITDA is not the answer.
May 1, 2024
•
Ferrucho Doddoli Lankenau
3
1
The Value of a Business
This articles examines the factors that determine the intrinsic value of a business, as well as the pitfalls of paying too much for growth.
Feb 5, 2024
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Ferrucho Doddoli Lankenau
2
Understanding Stock Repurchases
What are stock repurchases and how and when do they return value to shareholders.
Jun 30, 2023
•
Ferrucho Doddoli Lankenau
2
The Psychology of Human Misjudgment
Based on Charlie Munger's 1995 Harvard University Commencement Speech
Jun 28, 2023
•
Ferrucho Doddoli Lankenau
2
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