When you're looking at individual stocks, @BrianFeroldi recommends looking at several elements:

• Financials (accounting)
• Competitive advantages (moats)
• Growth potential
• Customer relationship
• Management
• Valuation
• Risk

#ftw2021 #fintwitsummit
If you had invested $1000 in $AAPL in 2008, today you would have worth >$20477.
Brian explained superbly the basics of investing
• What is an IPO, S&P, Dow?
• Why should you care about investing?
• How to start and what tools to use?
• What are the different investing options?

Be sure that you check the session recording if you missed the presentation.
When to sell a stock?
Consider is a mistake
Spot accounting irregularities
Company got acquired
The thesis is complete, & limited growth
Cultural disfunction, leadership exit
High valuation compared to the opportunity
Too big position
Get $ to use for personal reason
Tax reasons.
Kudos to @dhaval_kotecha and @SeifelCapital for organizing the summit, curating the speakers, and moderating the #FTW2021 event like pros!
Claps to @JoinCommonstock & @KoyfinCharts for supporting this event.

• Commonstock is a social network that amplifies the knowledge of the best investors.

• Koyfin provides free tools to help investors research stocks through dashboards & charts.

I'm a happy user of both.

• • •

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More from @studios

21 Mar
Masterclass on the math an investor needs to know

by @10kdiver at #ftw2021

Topics covered:

• Essential investing math
• Rule of 72
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• Why is math essential? Image
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21 Mar
Beth Kindig provides excellent insights on how to pick a great tech growth stock at #ftw2021.

@Beth_Kindig has published over 900 articles in the last 8 years exclusively on technology and startups.

Her ideas are super sharp, clear, and straight to the point.

[Thread]
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The technology analyst shares her perspectives on the tech industry and analyzing a company:

• Lead with product
• Microtrends
• New markets
• Technology stack/IP (moats)
• Pure play
• Financials last
Beth goes into details with $ROKU as the first case study.

• ARPU
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21 Mar
Growth investor Richard Chu (@richard_chu97) goes into a digital health deep-dive at #FTW2021.

Find out more about:
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• Newtopia Inc company perspective
• The process of identifying winners. Image
Why healthcare is ripe to be disrupted? Image
The annual cost of healthcare is increasing. Image
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21 Mar
Muji @hhhypergrowth breaks down what is hypergrowth at #ftw2021.

During his presentation, you will find essentials about:

• Identifying hypergrowth
• The research process
• Investment thesis approach
• Next scalable industries

🔥 perspectives in the thread below.

⬇️⬇️⬇️ Image
Muji shares the 3 areas of the focus of his in-depth research:

• Execution
• Market
• Platform

We share the link to his popular newsletter below. Image
The 20+ years experienced investor shares his investment thesis:

• The right industries
• The market leaders
• Scalable execution
• Scalable platforms

Get a primer below, for the full video, you will have to check @FintwitSummit recordings.
Read 6 tweets
21 Mar
Ryan Reeves @investing_city
How to expand your circle of competence?

• What to study
• How to study
• Approaching risk
• Big picture on genomics
What to study?

• Natural curiosity
• Fast-growing companies
• Cost-curves declines
• Value chains
• Margins
• Tech-trends ImageImage
How to study?

• Google
• Jargon digging
• Competitive landscape
• YouTube
• Source material
• Track your learning (take notes) ImageImage
Read 11 tweets
21 Mar
The Fintwit Summit 2021 is disrupting financial education.

What started as an idea got massive appreciation & interest.

Congratulations to the hosts @SeifelCapital and @dhaval_kotecha for making this possible.

Discover the nuggets of wisdom shared by the speakers at #ftw2021. Image
1/ @morganhousel

The Psychology of Money - Timeless Lessons on Wealth, Greed, and Happiness.

Read 17 tweets

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