My investing style has been most heavily influenced by 3 master investors:

Jeff Fischer
Tom Engle
@DavidGFool

Here's what I've learned from each of them:⬇️
Jeff Fischer is a "growth at a reasonable price" investor

He buys high-quality, profitable, high-growth businesses that trade at semi-reasonable valuations

Jeff taught me to be demanding of your stocks and insist they check ALL of your boxes

Ex:
$DOCU
$FB
$PAYC
Tom Engle taught me to look for "super stocks"

Those are easy to understand businesses with a long-term "growth hook" that allows them to grow and grow for decades

Tom buys these stocks again and again at better and better valuations over time

Ex:
$CMG
$MNST
$ULTA
.@DavidGFool taught me to buy earlier, hold longer, add to winners, and swing for the fences

He occasionally strikes out, but ALL of his losses combined are tiny when compared to the gains of just 1 big winner

Ex:
$AMZN 1997
$NFLX 2003
$MELI 2009
$TSLA 2011
My investing strategy combines all of these styles

My portfolio is roughly

40% Jeff Fisher-style stocks
40% Tom Engle-style stocks
20% David Gardner-style stocks

This mix gives me market-beating potential while assuming as little risk as possible
There are TONS of other masters investors that I've learned from over the years

Chuck Akre
Warren Buffett
Peter Lynch
@Market
Charlie Munger
@JimPGillies
Philip Fisher
@TMFOtter
@TMFStoffel
Tim Beyers
@timhanso
@TomGardnerFool
William O'Neil

To name just a few
My best advice is to:

1⃣Figure out what kind of investor you are
2⃣Find a great investor who matches your style
3⃣Learn from them!
If you like these simple financial graphics,

I email them daily for free

brianferoldi.substack.com

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More from @BrianFeroldi

18 Mar
Top 🔟 investing lessons I wish I could teach my younger self
1⃣Don't be in a rush to sell

Selling a big winner early is the most expensive investing mistake you can make Image
2⃣Capital is precious

Buy the highest-quality companies you can find

Avoid everything else Image
Read 12 tweets
15 Mar
Twitter's direct message is an AMAZING feature

Here's everything I've learned about using them effectively ⬇️
A DM to someone you don't know should strive for two things:

✅Friendly
✅Short

This maximizes your chance of getting a response, but don't get offended if you don't get one.

Remember, people are busy!
I get a lot of spam DMs, so I decide in 1 second whether a DM from a stranger is worth my time or not

If the DM is loooooooooooooooooooooooong, it's usually spam, so it gets ignored
Read 11 tweets
13 Mar
I bought 9⃣stocks last week

6⃣are new positions
3⃣are adds to existing positions

They all check LOTS of the boxes that I look for in 10x returns

Want to know which stocks I bought & why? ⬇️
1⃣ $CRWD - New position

High valuation (56x sales, 769x forward p/e), but wanted some skin in the game

✅FCF Positive
✅Founder led
✅Mission Driven
✅Operating Leverage
✅Optionality
✅Profitable
✅Recurring revenue
✅Strong Growth
✅Widening Moat

Opportunity:
2⃣ $DDOG - New position

High valuation (42x sales 714x forward p/e)

✅FCF Positive
✅Founder led
✅Operating Leverage
✅Optionality
✅Profitable
✅Recurring revenue
✅Strong Growth (56% rev last quarter)
✅Widening Moat

Opportunity: $35 billion & growing
Read 15 tweets
12 Mar
From 0 to 100,000 followers

Here's everything I've learned about using Twitter⬇️
Twitter is unlike every other social media platform

🛑It's NOT for connecting with friends you already have

✅It's for connecting with people you don't know

It's a micro-blog that gets blasted out to strangers

Treat it as such!
Strangers aren't interested in:

🛑What food you are eating
🛑Where you are on vacation
🛑Your current activity
🛑Your favorite sports team
....etc

They are interested if YOU can make THEIR Twitter feed better

(Use Facebook/Insta/Snap for personal posts)
Read 13 tweets
11 Mar
Great investment advice from 20 of my followers ⬇️
Learn Basic Accounting

-- @InvestmentTalkk
There is no free lunch.

If a stock or bond is cheap, there is a reason for that.

-- @AneliCaroline
Read 21 tweets
5 Mar
Worried about the recent market drop?

Here are 24 top investing quotes from Buffett, Bogle, Graham, and more that can help🧵
"If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks."

-- John Bogle
"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."

-- Warren Buffett
Read 25 tweets

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