Discover and read the best of Twitter Threads about #ftw2021
Most recents (12)
Masterclass on the math an investor needs to know
by @10kdiver at #ftw2021
Topics covered:
• Essential investing math
• Rule of 72
• Geometric sequences
• Mental models on growth, compounding, deferred taxes
• Why is math essential?
by @10kdiver at #ftw2021
Topics covered:
• Essential investing math
• Rule of 72
• Geometric sequences
• Mental models on growth, compounding, deferred taxes
• Why is math essential?
Do you know how good an investor you are?
The math of compounding
Beth Kindig provides excellent insights on how to pick a great tech growth stock at #ftw2021.
@Beth_Kindig has published over 900 articles in the last 8 years exclusively on technology and startups.
Her ideas are super sharp, clear, and straight to the point.
[Thread]
🔽🔽🔽
@Beth_Kindig has published over 900 articles in the last 8 years exclusively on technology and startups.
Her ideas are super sharp, clear, and straight to the point.
[Thread]
🔽🔽🔽
The technology analyst shares her perspectives on the tech industry and analyzing a company:
• Lead with product
• Microtrends
• New markets
• Technology stack/IP (moats)
• Pure play
• Financials last
• Lead with product
• Microtrends
• New markets
• Technology stack/IP (moats)
• Pure play
• Financials last
Beth goes into details with $ROKU as the first case study.
• ARPU
• PayTV ad dollars
• Margins implications
• Operating system
• Platform & EPS growth
• ARPU
• PayTV ad dollars
• Margins implications
• Operating system
• Platform & EPS growth
Growth investor Richard Chu (@richard_chu97) goes into a digital health deep-dive at #FTW2021.
Find out more about:
• Healthcare disruption
• Why now is the right time for healthcare?
• Newtopia Inc company perspective
• The process of identifying winners.
Find out more about:
• Healthcare disruption
• Why now is the right time for healthcare?
• Newtopia Inc company perspective
• The process of identifying winners.
Why healthcare is ripe to be disrupted?
The annual cost of healthcare is increasing.
Muji @hhhypergrowth breaks down what is hypergrowth at #ftw2021.
During his presentation, you will find essentials about:
• Identifying hypergrowth
• The research process
• Investment thesis approach
• Next scalable industries
🔥 perspectives in the thread below.
⬇️⬇️⬇️
During his presentation, you will find essentials about:
• Identifying hypergrowth
• The research process
• Investment thesis approach
• Next scalable industries
🔥 perspectives in the thread below.
⬇️⬇️⬇️
Muji shares the 3 areas of the focus of his in-depth research:
• Execution
• Market
• Platform
We share the link to his popular newsletter below.
• Execution
• Market
• Platform
We share the link to his popular newsletter below.
The 20+ years experienced investor shares his investment thesis:
• The right industries
• The market leaders
• Scalable execution
• Scalable platforms
Get a primer below, for the full video, you will have to check @FintwitSummit recordings.
• The right industries
• The market leaders
• Scalable execution
• Scalable platforms
Get a primer below, for the full video, you will have to check @FintwitSummit recordings.
Ryan Reeves @investing_city
How to expand your circle of competence?
• What to study
• How to study
• Approaching risk
• Big picture on genomics
How to expand your circle of competence?
• What to study
• How to study
• Approaching risk
• Big picture on genomics
What to study?
• Natural curiosity
• Fast-growing companies
• Cost-curves declines
• Value chains
• Margins
• Tech-trends
• Natural curiosity
• Fast-growing companies
• Cost-curves declines
• Value chains
• Margins
• Tech-trends
How to study?
• Google
• Jargon digging
• Competitive landscape
• YouTube
• Source material
• Track your learning (take notes)
• Jargon digging
• Competitive landscape
• YouTube
• Source material
• Track your learning (take notes)
The Fintwit Summit 2021 is disrupting financial education.
What started as an idea got massive appreciation & interest.
Congratulations to the hosts @SeifelCapital and @dhaval_kotecha for making this possible.
Discover the nuggets of wisdom shared by the speakers at #ftw2021.
What started as an idea got massive appreciation & interest.
Congratulations to the hosts @SeifelCapital and @dhaval_kotecha for making this possible.
Discover the nuggets of wisdom shared by the speakers at #ftw2021.
How to find multibaggers?
Kris (@FromValue), the Founder of Potential Multibaggers shares excellent advice about
•Portfolio management
•Investing philosophy
•Multibagger qualities: Overachieving, Owning, Overdelivering, Unscaled, & Opportunity
•Book suggestions
•Decisions
Kris (@FromValue), the Founder of Potential Multibaggers shares excellent advice about
•Portfolio management
•Investing philosophy
•Multibagger qualities: Overachieving, Owning, Overdelivering, Unscaled, & Opportunity
•Book suggestions
•Decisions
Kris structures portfolio management in 3 categories:
1. Anchor stocks: $AMZN, $CRM, $ADBE
2. Budding anchors: $PTON
3. Potential multibaggers: $SE
1. Anchor stocks: $AMZN, $CRM, $ADBE
2. Budding anchors: $PTON
3. Potential multibaggers: $SE
"Make sure your portfolio reflects who you are!" @FromValue
How to build long-term orientation in the stock market?
@borrowed_ideas shares his journey & learnings at #ftw2021 #FintwitSummit
Your competitive advantages
How to eliminate biases
Become a capital allocator
Compounding returns
Respect the rules
10x in 10 years
Avoid the risks
@borrowed_ideas shares his journey & learnings at #ftw2021 #FintwitSummit
Your competitive advantages
How to eliminate biases
Become a capital allocator
Compounding returns
Respect the rules
10x in 10 years
Avoid the risks
Regardless of the disadvantages, you can focus on the other side of the coin 🪙:
• No redemption request
• No fees
• You can afford to underperform
• You can avoid quarterly vagaries
• You can think of owning a piece of business
• No redemption request
• No fees
• You can afford to underperform
• You can avoid quarterly vagaries
• You can think of owning a piece of business
Abdullah eliminates the common biases that appear regularly in the investing world.
An investment veteran with 25+ years of experience shares key investment strategies today at #ftw2021.
Read on to learn why for @StockNovice
Conviction = numbers + narrative.
Read on to learn why for @StockNovice
Conviction = numbers + narrative.
You need to have a way to track the different elements that are essential to the company:
1. Performance
2. Execution (customize the sheet with what management says is important for the company)
3. Cash flow (revenue, gross margins, cash flow, and profits).
$ZS $ROKU $PTON
1. Performance
2. Execution (customize the sheet with what management says is important for the company)
3. Cash flow (revenue, gross margins, cash flow, and profits).
$ZS $ROKU $PTON
Here is @Stocknovice explaining his way of using the dashboards and doing the due-diligence for his highest conviction names.
How to invest in disruptive innovation?
Learn from investment veteran Simon Erickson the Founder & CEO of @7innovator at #ftw2021
He is focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.
Learn from investment veteran Simon Erickson the Founder & CEO of @7innovator at #ftw2021
He is focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.
Simon shares 5 principles to spot disruption:
1. Theory of resource dependency
2. Small markets don't solve growth needs
3. Markets that don't exist can't be analyzed
4. Capabilities define disabilities
5. Technology supply vs. market demand
(read on for more details)
1. Theory of resource dependency
2. Small markets don't solve growth needs
3. Markets that don't exist can't be analyzed
4. Capabilities define disabilities
5. Technology supply vs. market demand
(read on for more details)
1. Theory of resource dependency
-Customers & investors dictate how the money will be spent
-Incumbents focus on sustaining technology and find it difficult to allocate capital for disruptive ideas.
$NFLX as an example
-Customers & investors dictate how the money will be spent
-Incumbents focus on sustaining technology and find it difficult to allocate capital for disruptive ideas.
$NFLX as an example
When you're looking at individual stocks, @BrianFeroldi recommends looking at several elements:
• Financials (accounting)
• Competitive advantages (moats)
• Growth potential
• Customer relationship
• Management
• Valuation
• Risk
#ftw2021 #fintwitsummit
• Financials (accounting)
• Competitive advantages (moats)
• Growth potential
• Customer relationship
• Management
• Valuation
• Risk
#ftw2021 #fintwitsummit
If you had invested $1000 in $AAPL in 2008, today you would have worth >$20477.
Brian explained superbly the basics of investing
• What is an IPO, S&P, Dow?
• Why should you care about investing?
• How to start and what tools to use?
• What are the different investing options?
Be sure that you check the session recording if you missed the presentation.
• What is an IPO, S&P, Dow?
• Why should you care about investing?
• How to start and what tools to use?
• What are the different investing options?
Be sure that you check the session recording if you missed the presentation.
Super excited for the @FintwitSummit this weekend. To present & also learn from this great list of speakers. #ftw2021
My session is at 9AM ET on Sunday and I'll be presenting "Lessons and Resources for the Individual Investors".
fintwitsummit.com
registration.socio.events/e/fintwitsummi…
My session is at 9AM ET on Sunday and I'll be presenting "Lessons and Resources for the Individual Investors".
fintwitsummit.com
registration.socio.events/e/fintwitsummi…
Day 1⃣ Speakers and Topics 👇
@morganhousel
@BrianFeroldi
@7Innovator
@StackInvesting
@danielsparks
@StockNovice
@OphirGottlieb
@koyfman
@morganhousel
@BrianFeroldi
@7Innovator
@StackInvesting
@danielsparks
@StockNovice
@OphirGottlieb
@koyfman
Day 2⃣ Speakers and Topics 👇
@RamBhupatiraju
@borrowed_ideas
@FromValue
@hhhypergrowth
@investing_city
@richard_chu97
@Beth_Kindig
@10kdiver
@RamBhupatiraju
@borrowed_ideas
@FromValue
@hhhypergrowth
@investing_city
@richard_chu97
@Beth_Kindig
@10kdiver
