@dvalentinor Profile picture

Daniel

@dvalentinor

Investor, Lifetime learner, Love to learn new things.

Joined December 2018
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Daniel Reposted

Warren Buffett's favorite way to measure profit isn't Net Income or Free Cash Flow. It's Owner's Earnings. What is it? How to does it work? In this thread, I'll walk you through the calculation:

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Apa yang melewati kamu berarti bukan milikmu, tapi apa yang menjadi milikmu tidak akan melewati kamu.


Daniel Reposted

Babe, wake up, new Mauboussin paper just dropped. morganstanley.com/im/publication…

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Daniel Reposted

THE US LNG MIRACLE 🇺🇸🚢 This is the story of how the US became the world's biggest exporter of liquefied natural gas in less than a decade, drastically rewriting global energy trade Thread below 🧵👇

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Daniel Reposted

Benarkah bansos melestarikan kemiskinan? #ApaKataSMERU: Negara memberikan bansos untuk mengurangi dampak buruk dari guncangan, terutama bagi mereka yang rentan atau telah jatuh ke dalam lubang kemiskinan.

KH Ma'ruf Amin berpolemik dengan Cak Imin. Bila Ma'ruf mengartikan suplai bansos terus menerus dapat melestarikan kemiskinan, Cak Imin tak setuju. news.detik.com/pemilu/d-71282…



Daniel Reposted

Sebelum resign sempet bikin studi human capital di Indonesia. Salah satu main takeaways-nya: bikin kebijakan pendidikan gak bisa loncat2. Mau naikin jumlah pekerja terampil lewat pendidikan tinggi ya susah, wong pendidikan dasar belum jalan sebagaimana mestinya😅

Jumlah dana abadi LPDP sdh tembus Rp 140 triliun. Dg return 5%, bisa dapat Rp 7 triliun/thn. Mrka kekurangan jumlah pelamar S2 LN yg qualified. Padahal dana sdh siap. Kalau IELT Anda/ponakan 6,5, sbnrnya cukup mudah dpt beasiswa S2 luar negeri. Ayo kamu bisa gaes.



Daniel Reposted

1/ A couple of weeks ago I gave a presentation on $ASML to some investors. The goal of the presentation was to give an overview on the company, touching all the relevant topics (I cover $ASML more in detail at Best Anchor Stocks, together with other high quality companies) 👇

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Daniel Reposted

Our friends over at REQ Capital recently published an insane 300+ page must-read research study on serial acquirers. Here are 10 of our favorite sections 🧵 1. Illustrating 20 years of outperformance + two long lists covering >100 names from REQ's global company universe:

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Daniel Reposted

US pharmacy distribution & reimbursement system

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Daniel Reposted

This paper changed my life. In hundreds of hours of reading and exploring each year, there may be just one or two moments that really move the needle. In 2007 I saw Zeckhauser in Boston, and immediately knew the ideas in this paper had tremendous power. scholar.harvard.edu/rzeckhauser/pu…


Daniel Reposted

Astounding that some investors spend so much time thinking about moats but not whether the product is any good or not


Daniel Reposted

This infographic that we've just created breaks down the key chip suppliers for $AAPL's iPhone 15 Pro – the majority of which are publicly traded. Looking at an iPhone, we think of it as purely an Apple product. Although, peeking inside, we find chip companies from around the…

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Daniel Reposted

Karena gw ex-debater, gw (dulu) merasa gw tuh good public speaker. Tapi skrg, di dunia kerja, gw disadarkan bahwa gw tuh ga punya karisma sbnrnya… Di debat itu semua org emg akan memerhatikan speech lo. Ya karena either mereka adju (yg dibayar buat dengerin lo) atau lawan


Daniel Reposted

Mau juga dong masuk BEM/himpunan terus 2 hari kemudian langsung jadi ketua, males ah kalo mesti staffing dulu, jadi BPH dulu, bikin GD dulu, bidding dulu, kelamaan 🥱 Hah apa? Pengalaman? Track record? Gak usah kali, buat apaan?


Daniel Reposted

10 Mental Models that will level up your Thinking: 1. First Principle Thinking - Rethink the problem from the ground up. Separate the underlying facts from assumptions made based on them. 2. Second-Order Thinking - Instead of thinking about the immediate consequences, think…

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