Cowboy Computer

Home
Archive
About
It's Always Been About Free Cash Flow
How many years will it take a company to generate its market cap in free cash flow?
 • 
Cowboy Computer
2
New
Top
Community
You Are What You Eat Vol. 4
Curated content recs
 • 
Cowboy Computer
Learning From Nick Sleep
Wisdom from the Nomad Investment Partnership Letters
 • 
Cowboy Computer
Book Review: Market Wizards
Although this book came strongly recommended, I was skeptical that it would be of much interest. I figured there was little to learn from futures…
 • 
Cowboy Computer
You Are What You Eat Vol. 3
Curated content recs
 • 
Cowboy Computer
Book Review: The Righteous Mind
by Jonathan Haidt
 • 
Cowboy Computer
1
Precisely Imprecise: How to Avoid False Precision in DCF Models
Standard modeling and valuation practices are backwards
 • 
Cowboy Computer
You Are What You Eat Vol. 2
Curated content recs optimizing for timeless over timely
 • 
Cowboy Computer
Cowboy Computer
Cowboy Computer

Cowboy Computer

AboutArchiveSitemap
© 2023 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing