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Margin of Safety
26,388 次观看 • 8 个月前 •via X (Twitter)
7 条评论

CJ8 个月前
I tried to recruit him many times in Dublin a few years ago for big asset managers. Small world. He’s a gun at what he does! Shows the direction TLI is going 📈

EnjoyCapitalism8 个月前
where is your margin of safety for $HIMS?

kwunsgsjsh6 个月前
@ShowXR smooth

The Value Investor8 个月前
A margin of safety turns uncertainty from a threat into an ally by building room for error.

LazaroLifestyle8 个月前
Facts

Futures_Teller8 个月前
It’s just a fancy way of saying you bought an asset at a discount. A discount. Thats all it is. This philosophy overlooks that valuations (especially in equities) are dynamic. So what was a discount yesterday, could be a premium today, depending on the PV of future CFs. Best

White Fin Capital8 个月前
Yep, It's our job to evaluate businesses correctly.

![$PTON provides a "huge margin of safety" for investors, EMJ Capital founder Eric Jackson says. "[Whether] there's a war going on in Iran or not, there's like limited downside, enormous upside."](https://image.24vids.com/tw-2039704331054682337/media/HE57IJeW8AAstp7.jpg)

