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I joined Twitter to learn more about business and investing.
To clarify my thoughts and to share what I’ve learnt, I've made a series of threads on some of the most important topics.
All these threads can be found below so please share! Best enjoyed with a cup of 🫖
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How different companies allocate capital
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How investor can use the concept of incremental margins
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How does narrative valuation work
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How does the food delivery business work – and does it
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How to value pre-profit companies
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What inflation means for investors
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How does multiple expansion work
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How Warren Buffett made money with his partnership
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How to draw conclusions with ”integrated equity”
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If you’ve enjoyed these threads so far (more to come) and like investment books, I'm sure you’ll like my entertaining take on the investment basics:
🇬🇧 Considering Stocks (Dec'20)
amazon.com/dp/B08QLY97CN
🇫🇮 Tähtäimessä osakkeet (Feb'20)
shop.almatalent.fi/tahtaimessa-os…
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Why I invested in Vontier $VNT
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Why I invested in Semler Scientific $SMLR
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What happens after a stock trade
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Valuing some of the best Finnish growth companies
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Why I think Qt may not be a good investment
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A look at intangible costs
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How dollar auction game works
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What we can learn from probability-weighted decision making
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The characteristics of a perfect company
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What kind of drawdowns investors should expect
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How free cash flow metric can be abused and how to adjust for it
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