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Brian Feroldi

24 Mar, 12 tweets, 5 min read

@DavidGFool

One of my favorite investing stories EVER is when @DavidGFool & @TomGardnerFool were BOOED on the TV show "The View"

It's a story that has a great lesson for all investors ⬇️

"The View" is a daytime TV talk show primarily aimed at females

All of the hosts have been female and have included celebrities like Barbara Walters, Meredith Vieira, Star Jones, Rosie O'Donnell, and Whoopi Goldberg

On July 2nd, 1998, Tom & David were invited on as guests to help a new host named Lisa Ling (center in photo) invest

The idea was to have David & Tom help Lisa pick a stock

Ideally, it would be a company that Lisa liked/admired

David & Tom recommended on-air that Lisa invest in $SBUX

Lisa loved Starbucks as a customer and agreed

It checks a lot of the boxes that make for a great investment, too

6-weeks later, David & Tom were invited back for a follow-up show to see how Lisa's investment had done

Here's what happened to $SBUX during those 6 weeks

Lisa was down 33%!

When the results were revealed on-air, David & Tom were BOOED by the audience!

😠😡🤯😡😠

How could they recommend such a bad stock?

Weren't these guys "professionals"????????

David & Tom have never been invited back to "The View" since

That's a shame, cause here what $SBUX has done since they recommended it on July 2nd, 1998

If Lisa invested $10,000 in $SBUX and never sold, she'd now have $362,390

Not a bad first stock pick, eh?

I hope you can guess the lesson

If you have a connection to anyone at "The View" it would be awesome if David & Tom could be invited back again to do a 23-year later follow up

THAT would be a wonderful lesson to teach

@RBIPodcast

David shares stories like this on his weekly podcast

He also provides free stock samplers that have crushed the market

The podcast is called @RBIPodcast

If you don't subscribe/listen, you're missing out

Enjoy these financial graphics?

I email them daily for free

brianferoldi.substack.com

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More from @BrianFeroldi

Brian Feroldi

@BrianFeroldi

25 Mar

🔟 Key Takeaways from Seth Klarman's classic book

"Margin of Safety"

1⃣Investors focus on fundamentals

Speculators focus on price movements

Be an investor, not a speculator

2⃣Don't seek Mr. Market's advice

Take advantage of its mood swings

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Brian Feroldi

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22 Mar

I have news:

I wrote a book📗

Today was a big day -- I sent the 2nd draft to my publisher for editing!

Here's the story of the 📗 so far ⬇️

@morganhousel

I've been asked dozens of times over the last year "when are you going to write a book?"

Last August, after chatting with @morganhousel & @TMFStoffel, I decided to take the plunge

I've had a book idea in my head for a few years

I've read hundreds of books on investing, but I've always wondered why there wasn't a book called:

"Why Does the Stock Market Go Up?"

Which, I believe, is an incredibly important answer that every investor should know

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Brian Feroldi

@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

2⃣Capital is precious

Buy the highest-quality companies you can find

Avoid everything else

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Brian Feroldi

@BrianFeroldi

16 Mar

@DavidGFool

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

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Brian Feroldi

@BrianFeroldi

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

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Brian Feroldi

@BrianFeroldi

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

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