Long term quality investor. Passionate to continue learning and share knowledge. No investment advice, please challenge me instead.
Antwerpen, België
Joined March 2024
- Tweets7K
- Following492
- Followers712
- Likes9.7K
Pinned Tweet
The Psychology of Money by Morgan Housel is one of the best money mindset books I've ever read. 🧠
To save your time I've summarized it for you. 🤓
DM me for a copy. 📢
Long Term Quality retweeted
🚨 Don’t let Recency Bias fool you!
⚠️ Just because a stock hasn’t performed well lately doesn’t mean it’s a bad investment.
📉 Look beyond recent setbacks and dig into the long-term fundamentals!
“I've been banging away at this for 30 years. I think the simple math is, some projects work, others don't. There's no reason to belaber one. Just go on the next.”
— Brad Pitt after winning a Screen Actor’s Guild (SAG) award in 2020 for his role as Cliff Booth in Once Upon a Time in Hollywood.
“You do not rise to the level of your goals, you fall to the level of your systems.”
— James Clear
5
7
342
"The only real, long-term risk, is the risk of mis-analysing a company's destination.”
— Nick Sleep
2
5
239
Since 2011, the S&P 500 achieved a return of 337% (CAGR: 14.3%). The return consisted of the following components:
- Multiple expansion: 14.4%
- Profit Growth: 40.5%
- Dividends: 7.4%
- Share buybacks: 37.7%
Only when undervalued do share buybacks create value.
🚨 Don’t let Recency Bias fool you!
⚠️ Just because a stock hasn’t performed well lately doesn’t mean it’s a bad investment.
📉 Look beyond recent setbacks and dig into the long-term fundamentals!
As this is one of my favorite books, I’ve summarized it so you don’t have to read it. DM me for a copy
2
122
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.”
- Sir John Templeton
2
5
207
Long Term Quality retweeted
Three investment rules of Nick Sleep:
1. Safety Margin of 50%
2. Look for founder led companies
3. Consistent capital allocation
Ever wonder what happens when you take a break from posting on X?
I used to be pretty active and once hit over 100k impressions.
But after getting bored and stepping away for a month, I’ve come back to just 5,000 impressions a day.
It’s disappointing to see such a drop!
Does the algorithm really penalize us for taking time off, or is it just me?
Would love to hear your experiences!
6
11
464
