FinTwit Summit 2021
So far, excellent. Big congrats to @SeifelCapital & @dhaval_kotecha. Slick & fantastic!
Speakers are excellent !
@FintwitSummit
So far, excellent. Big congrats to @SeifelCapital & @dhaval_kotecha. Slick & fantastic!
Speakers are excellent !
@FintwitSummit
@morganhousel was great!
So much energy & wisdom
Loved the part about the simple & basic stuff that makes the difference in investing. That stuck out for me
If mkts closed for 5/10 yrs, and can only invest in 1 stock, it would be $BRK.A - Berkshire Hathaway. Diversification
So much energy & wisdom
Loved the part about the simple & basic stuff that makes the difference in investing. That stuck out for me
If mkts closed for 5/10 yrs, and can only invest in 1 stock, it would be $BRK.A - Berkshire Hathaway. Diversification
@BrianFeroldi - such passion & enthusiasm
Teaching the basics so well. Perfect sense!
And of course, Brian’s super checklist!
His single stock pick for 5/10yrs if mkts were to be closed - $MA - MasterCard - the commerce tollbooth
Teaching the basics so well. Perfect sense!
And of course, Brian’s super checklist!
His single stock pick for 5/10yrs if mkts were to be closed - $MA - MasterCard - the commerce tollbooth
@7Innovator - Simon Erickson
So well polished and one can see Simon’s passion
The 5 principles of disruption - very well explained with examples
His 5/10yr pick if mkts closed - $AMT - American Tower Corporation. Solidly supporting the operators in the 5G wave
So well polished and one can see Simon’s passion
The 5 principles of disruption - very well explained with examples
His 5/10yr pick if mkts closed - $AMT - American Tower Corporation. Solidly supporting the operators in the 5G wave
@StackInvesting - Peter Offringa
My word, AMAZING. Crystal clear. You’re a true expert in your field
Developer friendly is the way it’s going
Pay attn to rev g & product release cadence!
His pick for 5/10y if mkts closed - $TWLO - Twilio - Large TAM & culture of the team
My word, AMAZING. Crystal clear. You’re a true expert in your field
Developer friendly is the way it’s going
Pay attn to rev g & product release cadence!
His pick for 5/10y if mkts closed - $TWLO - Twilio - Large TAM & culture of the team
Next up - @danielsparks
Invest in high quality businesses for a long time
Enjoyed the example of $MSFT that still outperformed S&P500 even if bought from the 2000 peak
Invest in high quality businesses for a long time
Enjoyed the example of $MSFT that still outperformed S&P500 even if bought from the 2000 peak
@StockNovice - wow!
What a superb, helpful & practical presentation!
Managing your information on a company is key.
That co tracking spreadsheet is special 👌
His stock for 5/10y if the mkts are closed is $ZM - Zoom video. Platform with lots of potential!
What a superb, helpful & practical presentation!
Managing your information on a company is key.
That co tracking spreadsheet is special 👌
His stock for 5/10y if the mkts are closed is $ZM - Zoom video. Platform with lots of potential!
@OphirGottlieb - ask me anything for an hr
A real spectacle. Seeing Ophir talk live & explain his thoughts was amazing. Gem overload. 💎
Skill & experience sprinkled with fast humor
LOVED his thoughts on Edge Computing
His pick for 5/10y if mkts closed - $ROKU - strong g
A real spectacle. Seeing Ophir talk live & explain his thoughts was amazing. Gem overload. 💎
Skill & experience sprinkled with fast humor
LOVED his thoughts on Edge Computing
His pick for 5/10y if mkts closed - $ROKU - strong g
Closing day 1 was @koyfman from Koyfin on Macros
SUPERB! Rob explained all the main macro issues. Fed policy, stimulus, yield curves, rotation from growth to value
Yield curve slide & explan. was special!
5/10y pick if mkts closed - $UPWK - Upwork - gig Econ & globalization
SUPERB! Rob explained all the main macro issues. Fed policy, stimulus, yield curves, rotation from growth to value
Yield curve slide & explan. was special!
5/10y pick if mkts closed - $UPWK - Upwork - gig Econ & globalization
Forgot to include Daniel's pick for 5/10yrs if mkts were closed...
He picked $COST - Costco
Good mgmnt, high g, internet business doing well
He picked $COST - Costco
Good mgmnt, high g, internet business doing well
Day 2 kicked off with @RamBhupatiraju
What a pleasure to hear an experienced investor like Ram go through his thoughts & process
So many useful resources
Amazing Ram, thank you 🙏
His pick for 5/10y if mkts closed - $MELI - Mercado Libre - big TAM, not huge mkt cap, solid
What a pleasure to hear an experienced investor like Ram go through his thoughts & process
So many useful resources
Amazing Ram, thank you 🙏
His pick for 5/10y if mkts closed - $MELI - Mercado Libre - big TAM, not huge mkt cap, solid
Next up @borrowed_ideas
Practical, sincere & some sobering thoughts
Very thought provoking, thanks MBI
Can I be rich with 7% inv CAGR?
Yes I can!
His pick for 5/10y if mkts closed is $BRK.A - Berkshire Hathaway - likely to beat mkt but if not, -> good dnside protection
Practical, sincere & some sobering thoughts
Very thought provoking, thanks MBI
Can I be rich with 7% inv CAGR?
Yes I can!
His pick for 5/10y if mkts closed is $BRK.A - Berkshire Hathaway - likely to beat mkt but if not, -> good dnside protection
@FromValue - multi baggers
Special. You can see the passion & dedication
A visionary CEO & unscaled scalability are vital in multi baggers
I LOVED this presentation, thank you Kris 💪💎
His pick for 5/10y if mkts closed - $SE - Sea Limited - now a 6-headed monster!
Special. You can see the passion & dedication
A visionary CEO & unscaled scalability are vital in multi baggers
I LOVED this presentation, thank you Kris 💪💎
His pick for 5/10y if mkts closed - $SE - Sea Limited - now a 6-headed monster!
Next up @investing_city - on growing your circle of competence
Valuable tools for studying a new industry. Google, YouTube, Annual Reports...
And Ryan gave us a lovely glimpse into Genomics!
Pick for 5/10y if mkts closed - $SHOP - Shopify - resilient, O/S for entrepreneurs
Valuable tools for studying a new industry. Google, YouTube, Annual Reports...
And Ryan gave us a lovely glimpse into Genomics!
Pick for 5/10y if mkts closed - $SHOP - Shopify - resilient, O/S for entrepreneurs
Muji - @hhhypergrowth
Incredible presentation - Muji generously takes us through the stages of his inv thesis 💎
Looking for scale in execution & the platform
Humbling
Brilliant!
Thank you 🙏
His pick for 5/10y if mkts closed - $NET - Cloudflare - optionality & scale!
Incredible presentation - Muji generously takes us through the stages of his inv thesis 💎
Looking for scale in execution & the platform
Humbling
Brilliant!
Thank you 🙏
His pick for 5/10y if mkts closed - $NET - Cloudflare - optionality & scale!
@richard_chu97 on digital health
Awesome presentation & great insights 🙏
Super overview on Newtopia - small Canadian co
- making people healthier BEFORE they become chronic
His pick for 5/10y if mkts closed - $TDOC - Teladoc - well positioned, dominating the employer space
Awesome presentation & great insights 🙏
Super overview on Newtopia - small Canadian co
- making people healthier BEFORE they become chronic
His pick for 5/10y if mkts closed - $TDOC - Teladoc - well positioned, dominating the employer space
@Beth_Kindig
Wow, Beth has such a deep understanding of the trends & big shifts in tech
Loved her views on Cloud SW, Roku & Unity
Star pres. Beth, thank you🙏
Her pick for 5/10y if mkts closed - $NVDA - Nvidia - could be more valuable than Apple, no worry about dnside
Wow, Beth has such a deep understanding of the trends & big shifts in tech
Loved her views on Cloud SW, Roku & Unity
Star pres. Beth, thank you🙏
Her pick for 5/10y if mkts closed - $NVDA - Nvidia - could be more valuable than Apple, no worry about dnside
Closing FinTwit Summit 2021 - @10kdiver
Big applause 👏
Teaching us useful math models for investing.
Amazing 10K, you explain things so well. Love your style!
His pick for 5/10y if mkts closed - $BRK.A - Berkshire Hathaway. Stable CF, rational behavior, squeaky clean.
Big applause 👏
Teaching us useful math models for investing.
Amazing 10K, you explain things so well. Love your style!
His pick for 5/10y if mkts closed - $BRK.A - Berkshire Hathaway. Stable CF, rational behavior, squeaky clean.
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