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Sign up for our Investor Essentials Daily newsletter to get a copy of our eBook analyzing the current portfolios of great investors called the Uniform Investing Genius for FREE.
We’ve written this eBook to show how distorted as-reported accounting metrics would make you think these investing greats are investing in terrible companies. But Uniform Accounting tells the REAL story.
The eBook analyzes the current portfolios of Baupost, Driehaus, Tiger Global, and Jean-Marie Eveillard’s First Eagle on an as-reported basis. After, we do a Uniform Accounting portfolio review on each.
The Uniform Accounting analytics win out in explaining what these investment greats are thinking every time.
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Get Your Copy of the Uniform Accounting Genius eBook for FREE
Macro Mondays
02
WHAT WILL YOU GET FROM SUBSCRIBING TO INVESTOR ESSENTIALS DAILY?
We’ll highlight our macroeconomic “Chart of the Week” such as from the powerful Market Phase Cycle™ framework.
Tuesday Tearsheets
The insightful individual company analysis you’ve gotten used to, diving into the market’s Embedded Expectations for future company performance along with a Uniform Accounting tearsheet showing just how different the true uniform numbers are from as-reported GAAP and IFRS.
01
03
Wednesday Credit Insights
You can’t be a great equity investor or credit investor without being a solid credit analyst. We’ll reveal just how different and useful credit research can be when powered by Uniform Accounting for a specific company, and the fundamental company-specific story that makes them relevant, along with a tearsheet.
04
Thursday Tearsheets
Just like on Tuesdays, we’ll deliver another company’s unique UAFRS-based performance and valuation analysis.
05
Friday Portfolio Analytics
Examining and learning from the CURRENT portfolios of great investors–and major investment firms. We’ve received tremendous feedback on our deep dives into the portfolios of Seth Klarman at Baupost, Driehaus at Driehaus Capital, Julian Robertson and Chase Coleman’s Tiger Global, and Jean-Marie Eveillard at First Eagle. So we decided to make it a regular weekly thing. In addition to reviewing the portfolio, we’ll also dive into one of their major investment holdings with a UAFRS tearsheet.
WHAT WILL YOU GET FROM SUBSCRIBING TO INVESTOR ESSENTIALS DAILY?
01
Macro Mondays
We’ll highlight our macroeconomic “Chart of the Week” such as from the powerful Market Phase Cycle™ framework.
Tuesday Tearsheets
The insightful individual company analysis you’ve gotten used to, diving into the market’s Embedded Expectations for future company performance along with a Uniform Accounting tearsheet showing just how different the true uniform numbers are from as-reported GAAP and IFRS.
02
03
Wednesday Credit Insights
You can’t be a great equity investor or credit investor without being a solid credit analyst. We’ll reveal just how different and useful credit research can be when powered by Uniform Accounting for a specific company, and the fundamental company-specific story that makes them relevant, along with a tearsheet.
Just like on Tuesdays, we’ll deliver another company’s unique UAFRS-based performance and valuation analysis.
04
Thursday Tearsheets
Friday Portfolio Analytics
05
Examining and learning from the CURRENT portfolios of great investors–and major investment firms. We’ve received tremendous feedback on our deep dives into the portfolios of Seth Klarman at Baupost, Driehaus at Driehaus Capital, Julian Robertson and Chase Coleman’s Tiger Global, and Jean-Marie Eveillard at First Eagle. So we decided to make it a regular weekly thing. In addition to reviewing the portfolio, we’ll also dive into one of their major investment holdings with a UAFRS tearsheet.
