Showing posts with the label Investing Strategy

Cash is King: Why 'Higher for Longer' Rates Are a Goldmine for Dividends

"Higher for Longer" refers to a market environment where interest rates remain elevated to combat sticky inflation, effectively ending the era of "free money." In this landscap…
Cash is King: Why 'Higher for Longer' Rates Are a Goldmine for Dividends

Buying $1 for 40 Cents: The Ruthless Math of Distressed Debt

Distressed Debt investing is the practice of purchasing the bonds of companies near or in bankruptcy at a significant discount. Ideally, the investor aims to take control of the company by converti…
Buying $1 for 40 Cents: The Ruthless Math of Distressed Debt

Why the Rule of 40 Separates the Compounders from the Zombies in SaaS Valuation

The Rule of 40 is a valuation principle stating that a software company's combined revenue growth rate and profit margin (ideally Free Cash Flow margin) should exceed 40%. When paired with Net …
Why the Rule of 40 Separates the Compounders from the Zombies in SaaS Valuation
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