EVERY EDITION OF THE TENET. ARCHIVED AND SEARCHABLE.
EVERY EDITION OF THE TENET. ARCHIVED AND SEARCHABLE.
Insights
Insights
Microsoft (MSFT): The Post-AI Frontier - Quantum - Nobody's Pricing In
Microsoft (MSFT): The Post-AI Frontier - Quantum - Nobody's Pricing In
Should the main Microsoft's pricing debate not be AI-led, but quantum-focused? Almost nobody's talking about February's announcement: Microsoft may have solved quantum computing. If they're right, AI is just the warmup. Here's what value investors need to know.
Should the main Microsoft's pricing debate not be AI-led, but quantum-focused? Almost nobody's talking about February's announcement: Microsoft may have solved quantum computing. If they're right, AI is just the warmup. Here's what value investors need to know.
Accenture (ACN) at $168: a 48% Discount to the Technology Sector Median
Accenture (ACN) at $168: a 48% Discount to the Technology Sector Median
Accenture trades at 13.7× earnings: a 48% discount to the Technology sector median. That sounds like a screaming deal for a company with AAA-equivalent credit, $7 billion in owner earnings, and 22 consecutive years of dividends.
Accenture trades at 13.7× earnings: a 48% discount to the Technology sector median. That sounds like a screaming deal for a company with AAA-equivalent credit, $7 billion in owner earnings, and 22 consecutive years of dividends.
Is Value Investing Dead? What the Data Actually Shows
Is Value Investing Dead? What the Data Actually Shows
Value and growth are 28 basis points apart over 47 years. The strategy isn't dead: the measurement is broken. We had a look at what the data actually shows.
Value and growth are 28 basis points apart over 47 years. The strategy isn't dead: the measurement is broken. We had a look at what the data actually shows.
The Tenet
The Tenet
Every Sunday evening, one investing principle applied to one real company. Graham's safety check. Buffett's quality lens. Damodaran's valuation. No hype. No "to the moon." Just disciplined analysis worth your time.
Every Sunday evening, one investing principle applied to one real company. Graham's safety check. Buffett's quality lens. Damodaran's valuation. No hype. No "to the moon." Just disciplined analysis worth your time.
• One investing tenet, applied to a real company in the news
• The bull case, the bear case, and every assumption spelled out
• A clear verdict to start your week: deep dive, watch, or pass
• One investing tenet, applied to a real company in the news
• The bull case, the bear case, and every assumption spelled out
• A clear verdict to start your week: deep dive, watch, or pass
TENETS
Graham. Buffett. Damodaran. One verdict.
TENETS
Graham. Buffett. Damodaran. One verdict.
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TENETS
Graham. Buffett. Damodaran. One verdict.