Twitter is full of investment wisdom. If you know who to follow,...
Compounding Quality@QCompounding
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Mar 31, 2024
~1 min read
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Twitter is full of investment wisdom.
If you know who to follow, you'll learn more than an MBA.
Here are the 9 best threads of 2023:
If you know who to follow, you'll learn more than an MBA.
Here are the 9 best threads of 2023:
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EBITDA explained to Kids by @bouchernicolas:
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@BoucherNicolas 9 Must-Read Book's Visual Summary by @investmentBook1:
Dhaval (Investment Books)@InvestmentBook1
9 Must-Read Book's Visual Summary
1. Atomic Habits: The Four Ways Of Behaviour Change
1. Atomic Habits: The Four Ways Of Behaviour Change
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@BoucherNicolas @InvestmentBook1 "Gambler's Ruin" by @10kdiver:
10-K Diver@10kdiver
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Get a cup of coffee.
In this thread, I'll walk you through "Gambler's Ruin".
This is a classic exercise in probability theory.
But going beyond the math, this exercise can teach us a lot about life, business, and investing.
Get a cup of coffee.
In this thread, I'll walk you through "Gambler's Ruin".
This is a classic exercise in probability theory.
But going beyond the math, this exercise can teach us a lot about life, business, and investing.
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@BoucherNicolas @InvestmentBook1 @10kdiver Financial Statements Mindmap by @YourCFOGuy:
Josh (Your CFO Guy)@YourCFOGuy
Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy How to read an annual report by @ValueInvestorAc:
Value Theory@ValueInvestorAc
I Used to Struggle to Read Annual Reports
Until I discovered this 6-step process
From "The Dean of Valuation" Aswath Damodaran
On what to look for and why, when trying to value a company
Here it is:
🧵
Until I discovered this 6-step process
From "The Dean of Valuation" Aswath Damodaran
On what to look for and why, when trying to value a company
Here it is:
🧵
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc 10 timeless investing principles, visualized by @brianferoldi:
x.com/61558281/statu…
x.com/61558281/statu…
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc @BrianFeroldi 10 Mental Models that will level up your Thinking by @mnkedaniel:
Daniel Mahncke@MnkeDaniel
10 Mental Models that will level up your Thinking:
1. First Principle Thinking - Rethink the problem from the ground up.
Separate the underlying facts from assumptions made based on them.
2. Second-Order Thinking - Instead of thinking about the immediate consequences, think about the second-level consequences.
3. Inversion - Look at the problem at hand from the endpoint instead of the starting point.
Don't ask: "What do I need to do?"
Ask: "What must I avoid?"
4. Opportunity Costs - Think about the costs that arise because you decide in favor of one option and thus against every other option.
5. Randomness - Keep in mind that there aren't always cause-effect relationships.
Lots of stuff is random.
6. Leverage - “Give me a lever long enough and I shall move the world.” - Archimedes
7. Margin of Safety - Assume that your assumptions can be wrong and plan with a safety margin.
8. Occam's Razor - Always choose the less complex explanation/option.
"Never multiply unnecessarily."
9. Law of Diminishing Returns - Up to a certain point, additional units offer more value.
But there's a turning point where additional units offer less and less value and costs rise.
10. Niches - Specializing is an effective way to success. Use it and choose a niche where you become an expert.
What Mental Model helps you the most?
1. First Principle Thinking - Rethink the problem from the ground up.
Separate the underlying facts from assumptions made based on them.
2. Second-Order Thinking - Instead of thinking about the immediate consequences, think about the second-level consequences.
3. Inversion - Look at the problem at hand from the endpoint instead of the starting point.
Don't ask: "What do I need to do?"
Ask: "What must I avoid?"
4. Opportunity Costs - Think about the costs that arise because you decide in favor of one option and thus against every other option.
5. Randomness - Keep in mind that there aren't always cause-effect relationships.
Lots of stuff is random.
6. Leverage - “Give me a lever long enough and I shall move the world.” - Archimedes
7. Margin of Safety - Assume that your assumptions can be wrong and plan with a safety margin.
8. Occam's Razor - Always choose the less complex explanation/option.
"Never multiply unnecessarily."
9. Law of Diminishing Returns - Up to a certain point, additional units offer more value.
But there's a turning point where additional units offer less and less value and costs rise.
10. Niches - Specializing is an effective way to success. Use it and choose a niche where you become an expert.
What Mental Model helps you the most?
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc @BrianFeroldi @MnkeDaniel Warren Buffett's 2023 shareholder letter by @grdecter:
Genevieve Roch-Decter, CFA@GRDecter
I read Warren Buffett’s 2023 letter to Berkshire Hathaway shareholders
Here are my top takeaways:
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc @BrianFeroldi @MnkeDaniel @GRDecter How to analyze a balance sheet by @InvestInAssets:
Invest In Assets 📈@InvestInAssets
Peter Lynch once said:
«Never invest in a company without understanding its finances. The biggest losses in stocks come from companies with poor balance sheets.»
Here is a simple breakdown of how to analyze a balance sheet:
«Never invest in a company without understanding its finances. The biggest losses in stocks come from companies with poor balance sheets.»
Here is a simple breakdown of how to analyze a balance sheet:
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc @BrianFeroldi @MnkeDaniel @GRDecter @InvestInAssets BONUS: 99 quotes Charlie Munger
Compounding Quality@QCompounding
Charlie Munger just passed away.
He turned 99 years old.
Here are 99 life and investing lessons as a tribute to Charlie:
He turned 99 years old.
Here are 99 life and investing lessons as a tribute to Charlie:
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@BoucherNicolas @InvestmentBook1 @10kdiver @YourCFOGuy @ValueInvestorAc @BrianFeroldi @MnkeDaniel @GRDecter @InvestInAssets That's it for today.
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If you liked this, you'll LOVE my investment newsletter.
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