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Investor and the Wallenberg family - A century of influence and success
Business philosophy
7 Jun 2023
Investor: A Century of Success and Influence
Investor, often referred to as the Swedish Berkshire Hathaway, was established in 1916 and has emerged as the largest Swedish investment company with an enormous impact on the Swedish economy.
Operating Margin
Investing
6 Jun 2023
Operating Margin: A Key Profitability Metric
Operating margin is a crucial financial ratio that measures a company's operating profitability. It assesses the proportion of operating income relative to total revenue, providing insights into the company's ability to generate profits from its core operations.
Industry Analysis - How to identify lucrative sectors
Investing
6 Jun 2023
Industry Analysis: Identifying Lucrative Sectors
This article seeks to explain what industry analysis entails, its significance, the main purpose it serves, and the five important aspects that make up a comprehensive industry analysis.
Margin of Safety - A term coined by Benjamin Graham
Investing
6 Jun 2023
Margin of Safety: Protecting Your Investments
Margin of safety provides a cushion against unforeseen events and market fluctuations, protecting investors from significant losses. This article explains what margin of safety means, the formula to calculate it, the significance of a 30% margin of safety, and why a high margin of safety is considered beneficial.
Value Investing - Warren Buffett and Charlie Munger - The Oracle from Omaha
Investing
6 Jun 2023
Value Investing: Finding Hidden Gems
In this article, we will explore the concept of value investing, its key principles, Warren Buffett’s strategy, and provide examples of typical value stocks that have yielded impressive returns.
Return on Assets - ROA
Investing
6 Jun 2023
Return on Assets (ROA): Evaluating Asset Performance
Return on Assets (ROA) is a financial ratio that measures a company's ability to generate profits from its assets. It provides insights into how efficiently a company utilizes its assets to generate earnings.
Constellation Software's Mark Leonard looking out over the Toronto skyline and the constellation of stars
Business philosophy
5 Jun 2023
Collection: Mark Leonard's Shareholder Letters
The complete collection of Mark Leonard's Constellation Software Shareholder Letters (2007-2021).
EBITDA Margin
Investing
4 Jun 2023
EBITDA Margin: A Common Profitability Metric
EBITDA margin is a financial metric that provides insights into a company's profitability and operating efficiency. It measures the percentage of earnings before interest, taxes, depreciation, and amortization (EBITDA) relative to total revenue.
Valuation Metrics - P/E, EV/EBIT, and how to use them!
Investing
3 Jun 2023
Valuation Metrics: Estimating the Worth of a Company
In this article, we will explore key valuation ratios, discuss the best metric for valuing a company, define valuation matrices, and determine what constitutes a good valuation ratio.
Gross Margin
Investing
2 Jun 2023
Gross Margin: Calculations and Analysis
Gross margin is a key financial ratio that provides insights into a company's profitability at the gross profit level. It helps stakeholders understand the portion of revenue remaining after deducting the direct costs associated with producing goods or providing services.
Enterprise Value - How to calculate it!
Investing
2 Jun 2023
The Importance of Enterprise Value
Enterprise value (EV) provides a comprehensive assessment of a company's total value, taking into account its market capitalization, debt, and cash. In this article, we will explain the concept of enterprise value, how it is calculated for both public and private companies, and the use of EV/EBIT ratio as a valuation metric.
Operating Leverage
Investing
29 May 2023
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
29 May 2023
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
Investing
27 May 2023
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?
Investing
25 May 2023
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
Investing
25 May 2023
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.
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Thomas O'HaraInvestment Director, GAM Investments