The Intellectual Edge @thebigideas_
In search of the most valuable investing insights theintellectualedge.substack.com Joined January 2025-
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What platform do you guys use to research stocks? (Ideally not too expensive and good data on small cap obscure stuff)
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The Intellectual Edge retweeted
New blog (🔗in bio) - The Relationship Between Growth, Buybacks/Dividends, and Valuation Building on an excellent post from @thebigideas_ on buybacks, we wanted to touch on our valuation framework, how ROIIC and growth impact the expected return, and how buybacks and/or…
The Intellectual Edge retweeted
Great new blog on incentives, co-authored with our friend @The Intellectual Edge - completely free to read Covering: - What drives our behavior? - Two snippets featuring Warren Buffett’s view on incentives - Excellent and not so excellent examples of incentivization at listed…
The Intellectual Edge retweeted
ROIC is important, but don't forget to reinvest your cash flows... you must take on risk to compound Excellent piece showing why incentives can lead to over-conservatism amongst managers
Distorted risk perception has always fascinated me. We view risk inversely to its reality. When prices rise we relax our tolerance for risk, which is odd because a higher price comes with additional risk. From Excess Returns
Investment media is playing a very different game to us long term investors, so why listen to their advice? Love this passage from Excess Returns.
Outcomes are subject to all kinds of randomness and luck, it’s better to analyse your processes if you want real improvement.
The power of accepting your own ignorance—an insight found in Ancient Greece. A nice reminder to acknowledge how little we know.
This is six years old and still incredibly relevant. Such a fantastic conversation. Every time I listen to Marks I learn something new, his thinking is ridiculously clear. @HowardMarksBook @farnamstreet
Buy-and-hold isn’t as easy as it’s made out to be. Snippet from a previous blog
Buybacks as a method of signalling undervaluation are no longer what they once were. This ‘signalling theory’ of undervaluation does however have a few scenarios where it remains true. Knowing the difference between a good and a bad buyback allows you to distinguish between…
Applying science to the art of investing Great piece
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