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Brian Feroldi Profile picture
@BrianFeroldi
Sep 25, 2020 • 8 tweets • 3 min read • Read on X
I love the transparency of @themotleyfool

All Fool.com employees & contractors are required to disclose their holdings

How to find them:

1) Enter name & "fool profile" in search engine

2) Click on link that starts boards.fool.com

More: ⬇️⬇️⬇️⬇️⬇️⬇️⬇️ Image
3) Click on "info" and scroll down to "stocks I own"

That's it! Image
4) It's helpful to know the user name

Here are some you might want:

David Garnder: TMFSpiffyPop
Tom Gardner: TMFTomGardner
Tom Engle: TMF1000
Ron Gross: TMF144
Abi Malin: TMFamalin
Rick Murarriz: TMFBreakerRick
Jim Gillies: TMFCanuck
Brian Stoffel: TMFCheesehead
Dan Kline: TMFDankline
John Rotonti: TMFEarlyRiser
Asit Sharma: TMFfinosus
Emily Flippen: TMFFlippenator
Keith Speights: TMFFishFiz
Dan Caplinger: TMFGalagan
Joe Tenebruso: TMFGuardian
Jason Moser: TMFJMo
Joey Solitro: TMFJoey
Joe Mayger: TMFJoeInvestor
Dylan Lewis: TMFlewis
Danny Vena: TMFLifeIsGood
Matty Argersinger: TMFMattyA
Matthew Frankel: TMFMathGuy
John Rosevear: TMFMarlowe
Tim Beyers: TMFMileHigh
Maria Gallagher: TMFMgal
Evan Niu: TMFNewCow
Andy Cross: TMFOpie
Bill Mann: TMFOtter
Aaron Bush: TMFPaladin
David Kretzmann: TMFPencils
Nick Sciple: TMFProcess
Anand Chokkavelu: TMFSimplify
Jim Mueller: TMFTortise
Jason Hall: TMFValueMagnet
It's also helpful to "follow" people on Fool.com to see their last board post, what stocks they pick in CAPS, and more!

Click "follow" right on their profile page Image
Then, click on

1) "My Fool" - top of page when you signed in
2) "My Profile"
3) "Following"

To see the recent activity of the people you follow Image

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More from @BrianFeroldi

Brian Feroldi Profile picture
Sep 6
Tangible vs Intangible Assets.

What's the difference?

Here's everything you need to know: Image
They confused me until I discovered an easy way to distinguish them:

𝗧𝗮𝗻𝗴𝗶𝗯𝗹𝗲 𝗔𝘀𝘀𝗲𝘁𝘀 𝗖𝗮𝗻 𝗕𝗲 𝗧𝗼𝘂𝗰𝗵𝗲𝗱

𝗜𝗻𝘁𝗮𝗻𝗴𝗶𝗯𝗹𝗲 𝗔𝘀𝘀𝗲𝘁𝘀 𝗖𝗮𝗻'𝘁 Image
Another major difference.

- Tangible assets are depreciated

- Intangible assets are amortized Image
Read 6 tweets
Brian Feroldi Profile picture
Aug 31
How to analyze an Income Statement, FAST.

Warren Buffett’s 8 Income Statement 'Rules of Thumb': Image
1: Gross Margin

🧮 Equation: Gross Profit / Revenue

👍 Rule of Thumb: 40% or higher

🤔 Buffett's Logic: A consistently high gross margin signals that the company isn’t competing exclusively on price. Image
2: SG&A Margin

🧮 Equation: SG&A Expense / Gross Profit

👍 Rule of Thumb: 30% or lower

🤔 Buffett's Logic: Wide-moat companies don’t need to spend a lot on overhead to operate & convince consumers to buy. Image
Read 11 tweets
Brian Feroldi Profile picture
Aug 30
Some stocks are STRONG BUYS when they fall

Other stocks are SELLS when they fall

How can you tell the difference?

Watch for these 5 financial yellow flags: Image
1) GOODWILL WRITEDOWN

This represents the premium a company pays for an acquisition above its fair market value.

If there’s a major goodwill write-down on the Income Statement, it means management has wasted a TON of capital. Image
2) GROSS MARGIN DECLINING

1: The competition is forcing me to lower prices
2: Demand is weak
3: My suppliers are raising prices

Either way, it can be a thesis-busting development Image
Read 9 tweets
Brian Feroldi Profile picture
Aug 29
Capitalism is brutal.

If you invest, you MUST know how to identify a moat.

Here are 9 financial “rules of thumb” that Warren Buffett uses to tell if a company has one: Image
1: Gross Margin

Found: Income Statement

Formula: Gross Profit / Revenue

Moat: Consistently above 40%

No Moat: Under 40% & volatile Image
Buffett’s logic:

A consistently high gross margin signals that the company isn’t competing exclusively on price.

A high gross margin also provides ample gross profit to pay expenses and leaves money for shareholders.
Read 22 tweets
Brian Feroldi Profile picture
Aug 27
How to analyze an income statement in less than 2 minutes: Image
The income sheet is one of the three major financial statements.

It shows a company’s:
▪️Revenue (Sales)
▪️Expenditures (Costs / Expenses)
▪️Net Income (Earnings, Profits)

Over a period of time. Image
Management teams have leeway in categorizing their income statement.

This means that not all income statements look the same.

Here is a typical layout and the meaning of the most commonly used terms: Image
Read 11 tweets
Brian Feroldi Profile picture
Aug 26
Financial Statements For Beginners

Want to learn accounting?

Study these 9 simple infographics (a visual thread) ↓ Image
Image
Financial Statements DO NOT have a universal layout

Here are some other balance sheet terms you might see: Image
Read 9 tweets

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