Discover and read the best of Twitter Threads about #WarrenBuffett

Most recents (24)

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😎💡📈📊💰 #Thread with @Stocktwit_IN

#trading #learning #StockMarket
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Trend Lines are very useful on Charts

#Chart #Trader
Read 9 tweets
Are you a good stock market trader?

Become better & improve yourself

😎💡📈📊💰

with @Stocktwit_IN @TradingView_IN

#trading #learning #StockMarket
Learn some Classic and very useful chart patterns TODAY!

📈📉⬆️⬇️
Trend Lines are very useful on Charts

#Chart #Trader
Read 9 tweets
Are you a good stock market trader?

Become better & improve yourself

😎💡📈📊💰

#trading #learning #StockMarket
Learn some Classic and very useful chart patterns TODAY!

📈📉⬆️⬇️
Trend Lines are very useful on Charts

#Chart #Trader
Read 9 tweets
1) Yakından takip ettiğim ve aylık olarak yayımlanan @capitalMagazin dergisinin #Haziran sayısına ilişkin notlarım için kısa bir akış hazırladım.✍️🏻

Almanca olan derginin bu sayısında tehdit altında olan #RefahSeviyesi yer alıyor. Kapak resminde her şeyin yarısı gitmiş durumda.🙄 Image
2) Bunun dışında; #GelişmekteOlanÜlkeler (#EMs), küresel #petrol piyasası, değerli isimlerle röportajlar ve #StartUp konusu aklımda kalan başlıklar oldu. Elbette #WarrenBuffett ve 2022 yılı etkinliği de okumaya değer konular.

Bunlardan bazılarına değineyim:
3) Covid-19'da yaşamın değeri birçok kişi için ciddi bir hatırlatma olmuştu. #Enflasyon, düşen alım gücü, #enerji krizi ve son gelişmeler bu kez "Mal canın yongasıdır" düşüncesini gündeme getirdi. Özellikle sabit gelirli kesimin hayat pahalılığı karşısında durumu zor. Image
Read 14 tweets
Bir çok insan tarafından dünyanın en başarılı yatırımcısı olarak görülen Warren Buffett'ın akıl hocası Benjamin Graham'ın 'Akıllı Yatırımcı' kitabından 10 adet ders;

#yatırım #buffett #finans #borsa #bist #bist100 #Warrenbuffett #yatırımcı #BorsaIstanbul
-Akıllı yatırımcı, optimiste hisseyi satıp pesimit olandan alan bir realisttir.
- Kısa vadede piyasa bir oy kullanma yeridir, uzun vadede ise hassas bir tartıdır.
Read 11 tweets
1- İkinci çeyrek bilançolar öncesinde değerli @ergun_unutmaz hocamızın kaliteli çevirisi ile dilimize kazandırdığı, Warren Buffett ve Finansal Tabloların Yorumlanması kitabını ikinci kez okuyarak notlarımızı alalım.📝🗒

#temelanaliz #finansalokuryazarlık #yatırım #kitap Image
2- Warren Buffett’ın şirket arayışına her zaman şirketin Gelir Tablosu ile başladığı ve Warren’ın gelir tablosu madenciliğinin önemli bir adımının da şu olduğu vurgulanıyor.

Şirket, rekabet üstünlüğünü korumak için AR-GE ye çok para harcamak zorunda mıdır? +
3- ve para kazanmak için büyük bir kaldıraç kullanmaya ihtiyacı var mıdır?

Bu noktada, Warren Buffett için şirketlerin elde ettiği kazançlarının kaynağının, kazançların kendisinden hep daha önemli olduğu belirtilmektedir. +

#temelanaliz #yatırım #kitap
Read 35 tweets
(1/5)

Nos anos 2000, a Berkshire Hathaway superou o índice S&P 500 em 37%.

Então, @WarrenBuffett escreveu uma carta para os acionistas.
(2/5)

Na carta, Buffett conversa sobre movimentos especulativos no mercado, falando sobre fortes valuations na época dos anos 2000. Image
(3/5)

O CEO menciona a pesquisa de investidores, Paine Webber-Gallup, realizada em 1999 que questiona os entrevistados sobre retornos anuais e o que eles podem esperar da próxima década.

E a pesquisa afirma que as respostas tiveram uma expectativa irracional. Image
Read 5 tweets
1) En este🧵intentaré vincular la estrategia con las finanzas corporativas, para analizar el desempeño financiero y estratégico de una empresa. En la parte financiera analizaremos el ROIC, Return on Invested Capital y en la parte estratégica analizaremos los trade-offs ↓:
2) La mejor manera para evaluar financieramente la estrategia y ventaja competitiva de un negocio es desagregando el ROIC, utilizando el análisis DuPont, para tener una perspectiva y lente más granular: Return on invested capital, ROIC = (NOPAT/SALES) x (SALES/INVESTED CAPITAL) Image
3) Para tener una ventaja competitiva, una empresa debe pasar 2 pruebas: 1) debe obtener un ROIC > a su costo de capital, WACC, la prueba de $1 (NPV+) de #WarrenBuffett, $1 de inversión vale + que $1 en el mercado; 2) debe obtener un ROIC + alto que sus rivales o de su industria Image
Read 31 tweets
Charlie, Charlie, Charlie, damn dude, c'mon now, this is not a good look for you. Let's break this anti#bitcoin quote down. "It's stupid because it's still likely to go to zero" - have you seen the massive effort people are putting into this monetary system around the world?
The bitcoin tech is disrupting industry after industry including banking, retail, farming, social justice. It's value proposition goes way beyond a number on a balance sheet. It's inherent value of immutability, fungability and censorship resistance is growth oriented.
Charlie says "It's evil because it undermines the Federal Reserve System". That's not evil, that's smart. The Fed is a failed economic model run by elites that incentivizes riskier asset investment and arguably war. If War is evil, the financial system that props it up is evil.
Read 8 tweets
🧵 THREAD - PRENDRE DES PROFITS SUR VOS CRYPTOS

Vous êtes beaucoup à investir dans les #Cryptomonnaies sans savoir quand sortir de votre #investissement

Prendre ses profits 💰nécessite de suivre une stratégie préétablie claire mais comment faire ?

👇Suivez le guide👇 Image
Vous vous en êtes peut-être déjà rendu compte, sans stratégie vous n'irez pas loin. 💸 Vous allez vendre trop tôt ou gardez une position perdante. 😡

Il n’y a pas de recette miracles 👼 en #cryptomonnaie, mais il y a quelques astuces pour sortir gagnant sur la durée. ⏳
L'horizon de placement ⏳

C'est le paramètre le plus important. Pour planifier votre stratégie de sortie, vous devez savoir pour combien de temps vous voulez #investir en #crypto.

👶Court terme - quelques semaines
👨‍🦱Moyen terme - quelques mois
👴Long terme - quelques années
Read 21 tweets
1️⃣ Çayınızı/ kahvenizi hazırlayın.

Bu bilgiselde dilimin döndüğünce Warren Buffet’ın “owner’s earning” kavramını anlatmaya çalışacağım.
@Gercek_Borsaci @Garibanyatrmc @Sayimlamaci @YatirimciSizsin @beyazyakagiyer @bestinvesttt @OkuluFinans @ademayan66 @herhafta1hisse
2️⃣ Son zamanlarda moda olan bir butik kahve dükkanı açtığınızı düşünün. İşlek bir yaya trafiğinin olduğu güzel bir yer bulup ayda 5.000.-TL ödeyerek kiraladınız.
@ChemMsb @denizmustafatr @__selim @erdincetkin @REVinvesting
3️⃣Mobilyalara, ışıklandırma sistemine ve cezbedici diğer möblelere 100.000-TL ödediniz ve gelecekteki 10 yıl hiçbir harcama yapmayacaksınız. Sonrasında 60.000-TL maliyetli yüksek verim sunan kahve ve çeşitlerini yapmaya yarayan ekipman aldınız ve ömrü 3 yıl olsun.
Read 20 tweets
1/ Hace poco tiempo se popularizó este gráfico, comparando la performance de $BRK y $ARKK, o sea, la gestión de dos inversores y estilos muy diferentes, el de #WarrenBuffett y el de #CathieWood.

La comparación es FALAZ porque empieza en el Q1 de 2020 y termina en el Q1 de 2022. Image
2/ Pero ARKK tiene un historial de unos 7 años y medio, pues empezó a cotizar a finales de octubre de 2014, y no de sólo 2 años. ¿Por qué comparar sólo 2 ejercicios cuando tienes más de 7 a tu alcance? ¿Para probar qué? ¿Que cambia el viento?

La gráfica correcta es la siguiente: Image
3/ Es decir, que no, Buffett NO bate (por ahora) a Cathie Wood, si bien ya le anda al acecho.

Y Bogle, es decir, el Vanguard 500 tampoco bate a ARKK.

Puede que ambos, Buffett y Bogle, lo hagan en el futuro, dejando atrás a Wood, pero lo cierto es que todavía NO lo han hecho. Image
Read 4 tweets
1) En este 🧵voy a desmitificar lo sencillo que es valorar o evaluar una empresa, aquello que en las escuelas de negocios y "gurús" lo hacen ver muy complejo, pero que afortunadamente la comunidad del #fintwit se ha encargado de popularizarlo y hacerlo relativamente sencillo
2) En la comunidad del #fintwit existe una herramienta obligada para averiguar el valor de un activo: Discounted Cash Flow (DCF), sin embargo y parafraseando a Charlie Munger pocos saben cómo aplicar ingeniería inversa, pensar al revés o hacia atrás a través de un DCF inverso↓: Image
3) Para deconstruir o decodificar un DCF tradicional debemos analizarlo mediante un enfoque sistémico, el cual consta de tres partes: Entradas, Proceso y Salidas. Aquí las entradas tienen el mayor peso por ser los insumos con los vamos a trabajar hasta llegar a un valor estimado Image
Read 51 tweets
Warren buffett letters can teach you more than any investor

Key learnings 👇

1. Invest in Tollbooth Businesses

These r those businesses to which u have to pay whether you like it or not, in order to do things u do want to do.

For ex: To use a laptop, you have to use Windows.
2. Dividend-paying companies are bad

Companies that distribute dividends from their profits don’t have the ability to re-invest their profits in business.

Profits reinvested in the business create a lot more wealth for shareholders than dividends.

#sharemarket #WarrenBuffett
3. Moat

#Buffett believes in investing in businesses that have a moat that is sustainable and would not weaken over time.

#StockMarketindia
Read 6 tweets
Some initial thoughts on the #berkshirehathaway annual report.

Random fact, the cover is black for the first time since 2005. Prior to that, 1988 featured a black cover with some funky neon blue.

$BRK $BRKA $BRKB #warrenbuffett #charliemunger
Buffett points out that Berkshire paid $3.3 billion or 8/10ths of ALL federal corporate income tax in the United States. That's some $9 million per day to the US Treasury.
Float amounts to an incredible $147 billion. Better still, because of share repurchases, the figure is up 25% over the past two years to just shy of $100k per $BRKA. That's $66 per $BRKB share of (essentially, and for now) better-than-cost-free money working for shareholders
Read 48 tweets
🔝Mis 3 tuits más vistos de la semana🧐

1⃣ Los problemas de una cartera concentrada o una historia sobre un joven #CharlieMunger y cómo lidió con una volatilidad infernal. Casi 90.000 impresiones ha tenido este tuit. Difícil que lo iguale en el futuro.
2⃣ #TimCook, al poco de hacerse con las riendas de #Apple, llamó al viejo #WarrenBuffett en busca de consejo: ¿qué hago con esta montaña de efectivo? Este "se non è vero, è ben trovato" ha conseguido casi 49.000 impresiones. No está mal para un FAKE.

3⃣ "Rentabilidad Fondos de Inversión en España 2006-2021", el paper del Prof Pablo Fernández donde analiza la performance de los #fondosdeinversión españoles con una trayectoria de ¡15 años! Largo plazo. Casi 48.000 visitas. SPOILER: gana la gestión...🥳

Read 4 tweets
1. ¿VOLATILIDAD? PARA VOLATILIDAD, LA DE CHARLIE MUNGER. ¿Asustado por los recientes vaivenes del mercado? ¡Anda ya! ¿Dices tú de mili? Para mili la de #CharlieMunger. Ahora le adoráis y repetís sus mantras pero suerte para él que en sus tiempos no existía #fintwit.

BREVE HILO👇
2. En 1962 Charlie Munger fundó Wheeler, Munger & Company, su propia firma de inversión, obteniendo los fondos necesarios gracias a su familia, amigos y antiguos clientes. Entre 1962 y 1972, Munger obtuvo los siguientes y extraordinarios resultados, en ocasiones estratosféricos:
2. En cambio, el #SP500 TR hizo lo siguiente:
Read 22 tweets
1/ ¿A vueltas con la REVERSIÓN A LA MEDIA, querido inversor? ¿Pero a qué nos referimos con "reversión a la media"? ¿A que #Telefónica volverá a cotizar a 20€? No, no. Nada de eso. Echemos un vistazo con este HILO 👇

#reversiónalamedia #meanreversion
2/ ¿Cómo sabemos si un mal negocio mejorará con el tiempo? No lo sabemos. Pero sí sabemos que muchos negocios malos lo harán. La razón, una fuerza del mercado conocida como reversión a la media, nombre técnico para una idea simple, aunque vaga: las cosas vuelven a la normalidad.
3/ La reversión a la media eleva los precios de las acciones infravaloradas y hace bajar los precios de las acciones caras al tiempo que devuelve a las empresas de rápido crecimiento y grandes beneficios a la tierra, y hace repuntar negocios con ganancias decrecientes o ...
Read 28 tweets
1)
"Mantener efectivo es seguro a corto plazo, pero riesgoso a largo plazo. Mantener acciones es riesgoso a corto plazo, pero seguro a largo plazo". @BrianFeroldi
#bolsamx #TRMX Image
2) La inflación es un impuesto sobre el dinero en efectivo. En #Mexico, si tienes un millón de pesos debajo de tu colchón, con una inflación promedio de 6%, en 12 años su valor real o su poder adquisitivo será de $0. Regla 72 = 72/6 = 12 años.
gráfica h/h @charliebilello Image
3) Si la inflación es 6% y el banco le paga 2%, debe invertir en algo con un rendimiento de al menos 7%. Alta inflación y bajas tasas de interés obligan a las personas a hacer inversiones de alto riesgo / alta recompensa para mantener a flote el poder adquisitivo de su dinero!!!
Read 30 tweets
1/ In 2021, most investors are unwilling to touch energy companies.

I think this is a big mistake.

Why?

Like it or not, we will be using fossil fuels for decades to come.

How can value investors use this to their advantage?

I think I found a company that can deliver. 🧵 🛢️ Image
2/ Quick Disclaimer❗

I am an ardent supporter of green energy, and would love to see fossil fuels phased out.

It is no doubt the future.

I truly think it is the future and that in the long run, electrification and renewables will dominate the energy landscape...eventually.
3/ However, thanks to fossil fuels, we have an abundance of food thanks to gas-produced fertilizers, high/low tech plastic gadgets, and quick and efficient delivery of the goods to your local supermarket.

They are ingrained into our modern lives whether we like it or not. Image
Read 26 tweets
"Charlie and I Encourage Bolt-on's and will we do many in future"- Warren Buffett. (1/5)
Let's understand what does bolt on acquisition means in this thread.

#warrenbuffett #boltonacquisiton #investing #acquistion
Let's understand what are Bolt-on Acquisition with a example, Lets take a scenario that you run a business that rents people
halls for different occasions like weddings, birthdays, Office ceremonies etc. (2/5)
Now you have all property with you and you are doing great business but you find that every occasion like birthday and wedding involves use of food and that is where your major costs goes into.(3/5)
Read 6 tweets
There's no bigger celebration in the investing world than the birthday of investing guru Warren Buffet. Here's us sharing some of the choicest of sayings by the Market Giant himself. Something that shaped our perspective on investing too.

#investing #WarrenBuffett #Markets
The most important rule!! Image
Read 11 tweets
How Bill Gates Monopolized Global Health | The Corbett Report (05/02/2020) #documentary corbettreport.com/how-bill-gates…
Bill Gates’ Plan to Vaccinate the World | The Corbett Report (05/09/2020) #documentary
corbettreport.com/bill-gates-pla…
Bill Gates and the Population Control Grid | The Corbett Report (05/18/2020)  #documentary
corbettreport.com/bill-gates-and…
Read 11 tweets
My interview with @MubinaKapasi on the Money Show on @ETNOWlive : what is #AssetAllocation and how does #DAAF fit into AA:



Currently it makes sense to do SIP/STP into DAAF and then switch to Equity on corrections

Don't worry it is my interview only😀😉
At this juncture if you have FOMO, you may regret in future. As Harry Markowitz said in his Thesis on Risk-Reward Tradeoff:

VISUALISED MY GRIEF WHEN MARKETS WENT DOWN AND I WAS 100% IN IT OR WHEN MARKETS WENT UP, I WAS'T IN IT. INTENTION SHOULD BE TO MINIMISE FUTURE REGRET
Our Value STP follows 1X, 3X, 100X formula:

Lumpsum in Liquid/Equity Saving and switch into:

1X - in DAAF in Red Zone (current)
3X - in Equity in Yellow Zone
100X - Equity in Green Zone
Read 7 tweets

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