Thread by @BrianFeroldi

1/ My most popular tweets of 2020 by month (thread)

January:

A reminder of @morganhousel cash strategy.

For every $1,000 in cash:

More: ⬇️⬇️⬇️⬇️⬇️

2/ February

If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.

But finding them is hard.

3/ March

Millennials have seen tech crash, 2008, and now #COVID19

I'm worried that many of them will swear off the stock market -- the greatest wealth-building device ever -- for life.

4/ April

Want to see the checklists used by

Buffet
Dalio
Fischer
Graham
Greenblatt
Klarman
Marks
Munger

and more?

valuewalk.com/wp-content/upl…

5/ May

When the P/E ratio is:

Useless (Stage 1, 4) - $MDB, $SHOP, $PINS, $GME, $JCP

Semi-useful (Stage 2) - $TTD, $NFLX

Useful! (Stage 3) - $MSFT, $AAPL, $V

In determining valuation

6/ June

Thread on the presentation that I give at my kid's stock about the stock market

https://twitter.com/BrianFeroldi/status/1271764918052814848?s=20

7/ July

Amazing slide from @socialcapital on how $AMZN gradually turned all of its major costs into sources of revenue

This is beyond brilliant

8/ August

Warren Buffett is worth $90 billion

$89.7 billion of that was generated after he turned 50

9/ September

Characteristics of stocks with 10x potential:

1) Market cap <$5 billion
2) Building a moat that could be wide eventually
3) Huge TAM
4) Recurring revenue
5) Stable/expanding margins
6) Great management team

10/ October

Invest in:

Your skills
Your home
Your family
Real Estate
Your health
Your network
Your community
The stock market
Your relationships
Your balance sheet

11/ November

I updated my "Do I Invest?" framework to include $SNOW, $LMND, $FSLY, $ADSK, $ETSY, $ZS, $NNOX

12/ December

Personal finance should be a mandatory curriculum in middle school and high school