Kintsugi Investing (@kintsugiinvest)

Howard Marks just went on Bloomberg. Not to sell fear. Not to time markets. But to explain how Liberation Day redefines how we should think about investing. Here are my 2-min insights from the full interview:🧵 ...

Charlie Munger once said: “The world isn’t driven by greed. It’s driven by envy.” That one quote explains more about investing mistakes than 100 finance books. Here’s why envy—not ignorance—is your biggest financial threat:🧵 ...

Warren Buffett's 2024 letter just dropped. As always, it's a masterclass in investing, business, and life. Here are the most important lessons (and why they matter to you): 🧵 ...

Charlie Munger once said: “People calculate too much and think too little.” Most investors obsess over numbers. (PE ratios, margins, earnings growth) But the best investors think differently. Here’s how top investors use mental models to win: 🧵 ...

This is the greatest comeback story in history: After making a critical mistake in 1982, this man lost his life savings & had to borrow $4000 to survive. With nothing left, he had ONE final idea that turned into $150BILLION. Here are his 3 lessons on the power of failure:🧵 ...

Meet Li Lu. Escaped Tiananmen Square, arrived in the US with $0. Built a $15B fund that Charlie Munger invested in—even called him ‘the Chinese Warren Buffett.’ His investing principles: 🧵 ...

This 88-year-old is my idol. Shigeru Fujimoto built a $14M fortune investing from his living room. They call him “Japan’s Buffett”. His 3 core principles: ...

While everyone watches the stock market, Norway built a $1.7 trillion war chest. A sovereign wealth fund (SWF) so powerful it could pay every citizen $300,000—in cash. And the U.S. is finally waking up… How SWFs reshape nations—and why they matter: 🧵 ...

Howard Marks just released his new memo. Yes, the ones that even Buffett reads. Here's a 2 min summary of the 5000-word masterpiece:🧵 ...