public:sotm:reading_2023
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| public:sotm:reading_2023 [2023/12/10 07:14] – [2023-12-10] raju | public:sotm:reading_2023 [2023/12/21 17:33] (current) – [2023-12-18] raju | ||
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| + | ==== 2023-12-21 ==== | ||
| + | Notes from https:// | ||
| + | * a call-center company like Concentrix or Teleperformance | ||
| + | * value stocks | ||
| + | * low price/ | ||
| + | * a high free-cash-flow yield | ||
| + | * HealthSouth Rehab | ||
| + | |||
| + | ==== 2023-12-18 ==== | ||
| + | Notes from https:// | ||
| + | * Uniqlo | ||
| + | * Its parent company is Fast Retailing (ticker: FRCOY) | ||
| + | * known for its inexpensive, | ||
| + | * Heattech innerwear | ||
| + | * There are four types of RFID tags: hanging tags, waist tags, sticker tags for packaged goods and header tags for those socks. | ||
| + | * Fast Retailing (ticker: FRCOY) | ||
| + | * company’s mission is to “wow the customer” | ||
| + | * it controls the supply chain from the factory to the sales floor | ||
| + | * RFID tags | ||
| + | * 4 cents per tag | ||
| + | * Takahiro Tambara | ||
| + | * the architect of Uniqlo’s self-checkout | ||
| + | * chief information officer at Fast Retailing | ||
| + | |||
| + | ==== 2023-12-11 ==== | ||
| + | Notes from https:// | ||
| + | * Many companies have two classes of stock outstanding | ||
| + | * Buffett holds virtually all his roughly 15% economic stake in Berkshire through the A shares | ||
| + | * The Class B stock was issued in 1996 and now is more liquid and widely owned than the A stock due to its lower share price and inclusion in the S&P 500 index. | ||
| + | * 1 Class A share = 1,500 Class B shares in terms of economic stake. | ||
| + | * 1 Class A share voting power = 10,000 Class B shares voting power. | ||
| + | |||
| + | Notes from https:// | ||
| + | |||
| ==== 2023-12-10 ==== | ==== 2023-12-10 ==== | ||
| Notes from https:// | Notes from https:// | ||
| Line 10: | Line 44: | ||
| * When a company gets bought, it can choose whether to revalue all the assets and liabilities on its own separate set of books, in effect “pushing down” the acquirer’s purchase price and using that as the basis for the new values. The method is optional. Companies have wide discretion on whether to apply it. But if they do, the decision is irrevocable. | * When a company gets bought, it can choose whether to revalue all the assets and liabilities on its own separate set of books, in effect “pushing down” the acquirer’s purchase price and using that as the basis for the new values. The method is optional. Companies have wide discretion on whether to apply it. But if they do, the decision is irrevocable. | ||
| + | Notes from https:// | ||
| + | * When the yield is higher than expected, investors call that a “tail.” When it’s lower, that is a “stop-through.” Auctions that meet expectations are said to be “on the screws.” | ||
| + | * The government has been advised to maintain T-bills at around 15% to 20% of the overall debt load. | ||
| ==== 2023-12-06 ==== | ==== 2023-12-06 ==== | ||
public/sotm/reading_2023.1702192450.txt.gz · Last modified: 2023/12/10 07:14 by raju