Discover and read the best of Twitter Threads about #warrenbuffett

Most recents (24)

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
BARK BARK BARK BARK BARK

@CGasparino SORRY TO LEAVE YOU WAITING. I’M SURE YOU’RE JUST DYING TO BE THE NEXT “VICTIM” OF “CEO ENCOURAGED TROLLING”, SO BRACE YOURSELF, I LOOK FORWARD TO YOUR CROCODILE TEARS ON MONDAY - THIS IS GOING TO BE FUN...

FOR ME

TIME FOR A THREAD:
MEDIA OUTLETS HAVE HAD IT SO EASY THE LAST DECADE AFTER DECIDING TO COMPLETELY DO AWAY WITH INVESTIGATIVE JOURNALISM & INSTEAD SHIFTED COMPLETELY TO A FOR-PROFIT SYSTEM OF ONLY REPORTING NEWS THAT HAS BEEN PAID FOR BY CORPORATIONS.
IT MAKES YOU LAZY AND LET SLIP GEMS LIKE WHAT WE’VE SEEN WITH GAMESTOP AND AMC. ARTICLES WITH TIME STAMPS SHOWING THEM BEING PUBLISHED BEFORE ACTUAL MARKET MOVEMENT. IT’S OBVIOUS & READILY APPARENT COLLUSION BETWEEN CORPORATE ELITES & MSM AND IT’S TIME I GET ALL THE FACTS OUT.
Read 26 tweets
Important Thread🧵on common #Financial Mistakes which people normally commit.

Credits: CA Govind M Chandak.

#WAFwd #InvestmentPlanning #Investing

Avoid these mistakes for better financial future.

@dmuthuk @Vivek_Investor @VidyaG88 @caniravkaria

🙏 RT to maximize reach🙏
❌ Buying Insurance Policies for investment purpose.

Always go for #TermInsuance
❌ Not able to wisely use Credit Card ...

As always pointed out by @dmuthuk sir & @FI_InvestIndia avoid #CreditCard for purchasing unnecessary stuff on credit.
Read 28 tweets
Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders @CNBC

#StockMarket #WarrenBuffett #Investing #Invest #Stocks cnbc.com/2021/02/27/rea…
#WarrenBuffett #BerkshireHathaway #AnnualLetter

Summary by @CNBC

Buffett says 'never bet against America' in letter noting company's U.S. assets cnbc.com/2021/02/27/war…
Read 4 tweets
Here’s some clarity re #KR1’s share register:

Nominee co’s are set up by major brokers/custodians/etc. to aggregate individual sharehldgs, both large & small...eg in reality, Vidacos does NOT own a 25.5% stake.

And no, #WarrenBuffett does NOT have a direct/indirect hldg in KR1!
This nominee system does NOT absolve individual/inst’l investors of req’t to report major 3%+ stakes & any significant chg in hldgs...which you can track via #KR1 RNS:

investegate.co.uk/Index.aspx?sea…

Ideally, KR1 wd also break out these stakes (on a look-through) basis for investors...
And I highlighted major #KR1 stakes in my Nov post:

wexboy.wordpress.com/2020/11/21/kr1…

Largest hldg belongs to KR1 team itself (& Smaller Co Capital)...tht’s 15%+ in KR1’s fully diluted share capital.

That does NOT inc. 80% of their 2020 bonus to be granted in shares...

#skininthegame
Read 15 tweets
Thread 🧵#StockMarket #Tips For Beginners 🇮🇳

In this thread find some stock market tips for beginners, especially those who have joined market recently during #COVID19 #lockdown and have only seen one-sided rally.

(If you like then please re-tweet to maximize reach)

#BSE #NSE
1⃣ Save Regularly & Initially Invest Small Amounts 👇

#Investing in #StockMarket is comparatively risky as compared to investing in other avenues. Hence start with small amount and it should ideally be the amount which you can afford to loose.

#BSE #NSE
2⃣ Initially invest via #MutualFunds 👇

It is the best thing to do initially, if you lack knowledge about #StockMarket #investing, start investing via mutual funds and only after learning the basics slowly jump to direct equity investing.

#MutualFundsSahiHai #MF
Read 12 tweets
Time for a very short story !!

Once a 14 year old kid, who used to deliver newspapers, told his family friend that if he doesn't become a millionaire by the age of 30, he'll jump of the tallest building of his city !

Sadly, he didn't become a millionaire by 30 ! 😔

1/n
#story
I'm sure nobody even remembered his outrageous claim after 16 years but that child.....that child is now the age of your grandpa and is worth $85 Billion !!! 😮

He is the legend himself - Warren Buffett !

A short thread on Warren Buffett !

2/n
#WarrenBuffett
Warren Edward Buffett, also known as the "Oracle of Omaha" is the 4th richest man in the world as I'm writing this.

Born in 1930, in Omaha, USA, he went from being a newspaper delivery boy to the owner of Berkshire Hathaway, a $526 B conglomerate !

3/n
#Omaha
Read 9 tweets
#WarrenBuffett is unquestionably one of the best investors of all time. He's also one of the most generous, both in terms of charitable donations & the wisdom he continues to share with the world.

Here are 10 of his greatest lessons — all of which can help you live a rich life.
1. "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently."
Integrity matters — both in business and in life.
Read 21 tweets
The #deficit #myth #deficitmyth by @StephanieKelton #MMT modern monetary theory
Myth N. 1: The #state should budget like a #household
#RealityCheck : unlike a household, a #SovereignNation, which owns its national #centralbank, issues the #currency it spends
Myth N. 2: #deficit is evidence of #overspending
#RealityCheck: look to #inflation for evidence of over spending
The purpose of #taxes is not to pay for #government expenditures but to help rebalancing the #wealth distribution #MMT
Read 56 tweets

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