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Brian Feroldi Profile picture
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19 May, 4 tweets, 1 min read
Our next "stocks from scratch" episode will be live on Thursday, May 20th at 1 PM

Which stock should we research next?

$APP / $APPH / $SPOT / $XM
You can watch it live or on replay here:

youtube.com/c/brianferoldi…
Close results! Wonder how this is gonna end
$SPOT it is!

Live today at 1 PM

youtube.com/c/brianferoldi…

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More from @BrianFeroldi

Brian Feroldi Profile picture
20 May
Last week, I asked my followers to share their favorite free investing tools

I received 200+ responses and dozens of recommendations

Here are my top 10 favorite answers:
1/ @theTIKR

I’ve heard A LOT about this platform on fintwit and finally gave it a try

I’m impressed - the data is high-quality & free

The transcripts alone are worth putting this into your rotation

Right now it’s invite-only, but here’s a free link:

tikr.com/Brian
2/ @QuartrSE

This is a GREAT app for listening to investor conference calls for free

I love that you can 2x the call speed & skip ahead/rewind easily

It's SO much better than calling in
Read 14 tweets
Brian Feroldi Profile picture
17 May
Panic selling once can destroy years of good investment decisions in an instant

but keeping your head on straight when your portfolio is tanking is hard

Here are 13 investing tips/tricks/principles that I use to keep calm when my portfolio is in free fall:
1/ Know what you own and why you own it

You can borrow stock ideas from other investors, but you can’t borrow conviction

You must understand the bull AND bear case upfront, otherwise you won’t have the conviction to hold when the price is going down
Research builds conviction

Conviction enables patience

Patience builds wealth

If a 20% drop shakes your confidence in a business, you didn’t do enough research
Read 24 tweets
Brian Feroldi Profile picture
15 May
The most important investing lessons I've ever learned are counter-intuitive

That’s logical - if the lessons were intuitive, I wouldn’t need to learn them. I would do them naturally.

Here are 7 counter-intuitive investing principles that have made me a better investor:
1/ Don’t haggle

My instinct is to pay the lowest price possible

If a stock is trading at $21, I used to set a limit order for $20.50

Trying to squeeze out every last penny of value
My orders didn’t always fill

I had to try again the next day (at a higher price)

The bigger problem is that haggling caused me to NOT BUY a few mega-winners

Which is FAR MORE costly than slightly overpaying
Read 24 tweets
Brian Feroldi Profile picture
12 May
My investing style: Buy and hold high-quality businesses

Here are 15 traits that tell me I've found a great business ⬇️
1/ Recurring Revenue

Types:

Business Services $MCO
Contracts $AMT
Consumables $MNST
Exchange $MKTX
Franchise $WINA
Membership $TDOC
Platform $ETSY
Razor/blade $DXCM
Real Estate $STOR
SaaS, PaaS, IaaS $TWLO, $NOW, $FSLY
Subscription $NFLX
Tollbooth $BIP
2/ Recession-Proof Demand

Great companies sell products/services that are in-demand in good times and bad

That allows them to grow regardless of what is happening in the broader economy
Read 20 tweets
Brian Feroldi Profile picture
9 May
10 Traits Of A Great CEO

A 🧵on how I judge management
1/ Track Record Of Outperformance

Winners keep on winning

Ask: Has the business outperformed under this CEO?

✔️Market share growing?
✔️Revenue increasing?
✔️New products/services selling?

Invest in CEOs with a proven track record of success
2/ Great Communicator

▪️Do they explain their decisions?
▪️Do they teach when they speak?
▪️Do they use industry jargon or plain English?
▪️Do they have an investor presentation?
▪️Do they provide a shareholder letter?
▪️Do they speak clearly?

Communication skills matter
Read 15 tweets
Brian Feroldi Profile picture
8 May
10 Life Skills I Wish I Was Taught In School

A 🧵
1/ Budgeting

Learning how to track & plan your income & expenses is crucial

I wish I took a class that simulates different phases of life & various income/expense scenarios
2/ Entrepreneurship

I wish I took a class where the goal was to make $1,000 by the end of the semester

Light on lectures — heavy on taking action

A class like this would have taught me so much about how businesses actually work
Read 16 tweets

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