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Joined August 2022
Warren Buffett once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.โ€ And luckily for us, we can learn to find these. Let's break it down:
124
516
38
2,467
694,007
10 Investing rules of Buffett:
3
2
6
1,536
5 Must Read Books For Investors ๐Ÿ“š 1. Investing For Growth 2. Richer, Wiser, Happier 3. One Up on Wall Street 4. The Intelligent Investor 5. The Joys of Compounding What book would you add?
3
9
2,263
Know what you own, and why you own it:
6
2
46
4,217
ROIC minus WACC per industry:
2
7
1
157
18,174
Small vs. large cap stocks:
1
1
1
13
4,677
The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else?
5
23
5,044
Investing rules of Peter Lynch:
2
8
11
52
5,207
Capital light vs. capital heavy business models:
2
1
80
19
4,765
Investing in a company just because it is cheap, is a value trap Shorting a company just because it is expensive, is a death wish
3
23
4,734
Giverny Capital's track record shows what a small annual outperformance can mean over decades:
4
1
13
4,037
Attributes of a great investor:
1
3
36
5,180
70% of aspirational consumers have walked away due to misaligned prices, but 50% still spend money on the same brand or in the sector:
2
2
8
3,969
Charlie Munger on value vs. growth investing:
1
5
1
82
11,047
Invest In Assets ๐Ÿ“ˆ retweeted
Simple valuation framework by Buffett:
5
68
3
488
54,601
Everyone quotes Buffett: "Be greedy when others are fearful", but fail completely to do so when markets are red.
14
3
2
58
6,335