Great write up! I found very interesting literally all of the selected topics/items. Particularly, The spx article seems very witty/clever. And regarding EBITDA and adjusted EBITDA, such a dangerous metric, always worth diving into it when reported.
Love the three step sequence to beating the index. Mine is similar I just switch Shit co with “eroding fundamentals co” or “good co but I found better”
Great write up! I found very interesting literally all of the selected topics/items. Particularly, The spx article seems very witty/clever. And regarding EBITDA and adjusted EBITDA, such a dangerous metric, always worth diving into it when reported.
Love the three step sequence to beating the index. Mine is similar I just switch Shit co with “eroding fundamentals co” or “good co but I found better”