Tweet

Brian Feroldi

7 Nov, 12 tweets, 3 min read

@MarkRober

1/ YouTube is an AMAZING resource when used properly (Thread)

Here are my favorite YouTube channels:

Top 5:

Mark Rober - @MarkRober
Real Engineering
Smarter Every Day - @smartereveryday
Stuff Made Here - @stuffmadehere
Wintegartan - @wintergatan

More 👇👇👇👇👇

2/ Building:

Adam Savage's Tested
April Wilkerson
I Like To Make Stuff
Laura Kampf
Make Something
Matt Risinger
Modern Home Project
Primitive Technology
This Old House
What's Inside
Wintegartan

3/ Chess:

Agadmator's Chess Channel
Chess with Suren
Ginger GM
GJ Chess
GMBenjamin Feingold
GMHikaru

@tonyseba

4/ Education

Crash Course
It's OK To Be Smart
Project Farm
Sci Show
Star Talk
Talks At Google
TED-Ed
TEDx Talks
The Backyard Scientist
The Slow Mo Guys
Tony Seba - @tonyseba

5/ Engineering:

Practical Engineering
Real Engineering
Smarter Every Day
Stuff Made Here
8-Big Guy
Undecided With Matt Ferrel

6/ Family Fun:

Dude Perfect
Mark Rober
Mr. Beast
Outdoor Boys

7/ Gaming

Angry Video Game Nerd
Gaming Historian
Ninja
Summoning Salt

8/ Gardening:

Back to Reality
Discover Permaculture with Geoff Lawton
Ecosia
Huw Richards
Justin Rhodes
Nature's Always Right

9/ History:

Crash Course
History Channel
Weird History

10/ Money:

7investing
Company Man
David Lee
Micro Cap Club
Minority Mindset
Mr Money Mustache
Motley Fool
Our Rich Journey

@david_perell

11/ Twitter / Social Media education:

David Perrell - @david_perell
Pomp Podcast - @APompliano
Visualize Value - @visualizevalue

Any other channels you think I should add?

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @BrianFeroldi

Brian Feroldi

@BrianFeroldi

6 Nov

1/ What is the 'Dow Jones Industrial Average'? (Thread)

In 1896, Charles Dow was an editor at The Wall Street Journal

There wasn’t an easy way for Dow to recap the market’s daily moves. Some stocks were up, others were down

He asked his business associate Edward Jones for help

2/ Edward Jones was a statistician. He helped Dow invent a solution.

Dow and Jones added up the share price of the 12 most popular companies, many of which were industrial stocks.

The total was then divided by 12 -- or averaged

The 'Dow Jones Industrial Average' was born

3/ On May 26, 1896, the average price of the original 12 Dow Jones Industrial Average stocks was $40.94.

Using price as a measuring stick made calculating the average easy (no computers at the time)

This is why the Dow is called a 'price-weighted index'

Read 9 tweets

Brian Feroldi

@BrianFeroldi

5 Nov

https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20

1/ Part 2 - Is this company high quality?

Take score from part 1:

https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20

Then we subtract scores for big risks in the 'gauntlet'

Max gauntlet score -54

Here's the step-by-step process

👇👇👇👇👇👇👇👇👇👇

2/ Gauntlet

Accounting Irregularities

-10

(maybe it should be -50)

3/ Gauntlet

Customer concentration

(pull up annual report and search "concentration")

-5: >20% of revenue from 1/few customers

-3: >10% of revenue from 1/few customers

0: No customers >10% of revenue

Read 17 tweets

Brian Feroldi

@BrianFeroldi

5 Nov

1/ Is this company high-quality? (Thread)

Many factors to consider -- why checklists are amazing!

Here's my step-by-step process for figuring that out

👇👇👇👇👇👇

2/ Score overview:

2 step process

Step 1: 100 points total, weighed by importance

Categories & max score:
Financials: 17
Moat: 20
Potential: 18
Customers: 10
Revenue: 10
Mgmt/Culture: 14
Stock: 11

Step 2 will be covered in another thread (I ran out of tweets)

3/ Financial:

Q: All things equal, would you rather have a cash-heavy balance sheet or debt-heavy?

A: Cash-heavy

0 - 5 possible

0 - tons of debt, 0 cash
1
2
3
4
5 - tons of cash, 0 debt

Read 25 tweets

Brian Feroldi

@BrianFeroldi

4 Nov

@WilyLewis

Looking for a distraction?

Here's a list of all the deep dives that @WilyLewis and I have done on @MFIndustryFocus this year

$AMWL
$ASNA
$BIGC
$CSPR
$FROG
$GDRX
$NARI
$NNOX
$ONEM
$PLTR
$SNOW
$ZI

Links:👇👇👇👇👇👇👇👇👇

$ASNA

Asana

fool.com/podcasts/indus…

$GDRX

GoodRx

fool.com/podcasts/indus…

Read 13 tweets

Brian Feroldi

@BrianFeroldi

3 Nov

Why did I invest in $SDGR? (Thread)

Business model:

1⃣Software: 1,300+ customers - enables rapid discovery of new molecules for drug development & materials

2⃣Drug discover: >25 collab programs AND a wholly-owned pipeline

3⃣Equity in other biz

1⃣Software biz:

Use software to create new compounds

237 BILLION compounds explored in software in 1h 2020

Uses AI to drive faster, cheaper, higher quality molecules/drugs

35% rev growth in 1h 2020
82% gross margin
Top 20 pharma cos use software, average of 15 years

2⃣Drug discovery

Lots of drugs in development w/ partners

Milestone/royalty payments

Read 14 tweets

Brian Feroldi

@BrianFeroldi

1 Nov

@themotleyfool

Boosting your salary is a great way to turbo-charge wealth building

Here's the good news: Your salary is negotiable!

@themotleyfool and @ChooseFi have some AMAZING free resources for scoring a big raise:

Use them!

👇👇👇