The Green Value Investor

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Source: Additional Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

Source: Berkshire Hathaway Inc. Shareholder Letters Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode of The Green Value Investor, we break down the critical financial ratios every investor needs to know when analyzing a company’s performance and stability. We cover profitability ratios, like gross and net margins, to assess competitive strength, and efficiency ratios to gauge how well a company converts its assets into revenue. We’ll also dive into debt ratios and liquidity measures, which are key to understanding financial risk and the ability to meet obligations. Tune in for a concise guide to using these ratios as tools for smarter, more informed investment decisions. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we dive into the key financial ratios every value investor and financial analyst should know. We break down profitability, efficiency, financial leverage, and liquidity/credit risk measures to help you evaluate a company’s performance. You’ll hear about the most relevant metrics, like contribution margins, turnover ratios, debt to EBITDA, and coverage ratios, all aimed at giving you a clearer picture of how businesses operate and manage their finances. Whether you’re looking to spot hidden value or assess risks, these essential ratios will guide your analysis and sharpen your decision-making. Tune in for a crisp, data-driven breakdown. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode of The Green Value Investor, we tackle a critical issue in financial reporting: how inconsistencies and manipulative practices can skew a company’s true financial picture. We dive into how companies often underreport liabilities like operating leases or non-physical capital expenses and manipulate earnings by excluding non-cash items like stock-based compensation. You’ll hear why understanding that financial statements are more ‘opinions’ than facts is essential, and how you, as an investor, need to adjust for these discrepancies to uncover the true health of a company. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we dig into the nuances of how financial analysts and accountants treat key expenses like taxes, stock-based compensation, leases, and R&D. We explore the argument that these should be capitalized rather than treated as operating expenses, as they offer long-term value beyond just a single period. By treating them as capital expenditures, the true financial health of a company becomes clearer. Tune in for a sharper take on financial reclassification and how it affects your understanding of a company’s performance over time. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we dive into the statement of cash flows through the lens of a company’s life cycle, from young startups to established giants. We'll break down how this critical financial statement reflects each stage, what it signals about a company's financial health, and why it's essential for investors. Using real examples from financial services, pharmaceuticals, and commodities, we explore how cash flows reveal discrepancies between earnings and reality, often due to accounting practices. Whether you're in finance or data science, this episode delivers insights that sharpen your analysis of any company’s future prospects. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we dive into one of the most essential tools in financial analysis—the cash flow statement. We’ll cover how it captures the movement of cash within a company, focusing on cash flow from operations, investing, and financing. You’ll learn why understanding this document is crucial for evaluating a company’s liquidity, working capital, and overall financial health. We’ll also touch on how investment decisions impact operating versus non-operating assets, and examine the role of debt and equity in generating cash flow. Plus, we’ll break down the effects of dividends and buybacks on shareholder equity and long-term value. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode of The Green Value Investor, we dive into balance sheets through the lens of a company’s life cycle. We explore how young, high-growth companies like Peloton and Netflix structure their financials compared to mature giants like Coca-Cola or aging companies like Toyota. We also examine industry-specific nuances—why balance sheets for commodity producers and financial services firms look so different. Finally, we tackle the challenge of accounting methodologies and how focusing on cash and debt can offer a clearer snapshot of a company’s true financial position. Whether you’re an analyst or just sharpening your investing skills, this episode offers practical insights for evaluating balance sheets at any stage. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we take a deep dive into the balance sheet—a crucial tool in financial analysis. We’ll explore its evolving role in recording capital, assessing current value, and even estimating liquidation scenarios. We’ll also examine the shift toward fair value accounting, its impact on both tangible and intangible assets, and why shareholder equity often falls short as a proxy for intrinsic value. For those serious about financial analysis, we’ll break down how the components of debt and equity on a balance sheet can signal both risk and opportunity. Whether you’re navigating balance sheets in micro-caps or large-caps, this episode sharpens your focus on how to read between the lines. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.

In this episode, we break down the income statement—a core financial document that reveals the lifeblood of any business: its revenue and expenses. We’ll explore how the income statement evolves across different stages of a company’s lifecycle, from early growth to maturity and decline, and analyze key differences across industries like commodities, financial services, and pharmaceuticals. We’ll also cover the subtleties of accounting standards that can reshape how revenue and debt are reported. Whether you’re comparing companies or diving into specific industries, understanding these nuances is critical. Source: ⁠⁠Aswath Damodaran's Accounting 101⁠⁠ Subscribe for clear, insightful guidance on essential financial concepts every value investor should understand. Want to support the show? ⁠⁠Buy Me Coffee⁠⁠ The content of this podcast is for informational purposes only and does not constitute financial, investment, or legal advice. All opinions expressed are those of the hosts and guests and should not be considered professional advice. Always consult with a qualified financial advisor or legal professional before making any investment or financial decisions.