1/ Lake Louise, AB.

My break from Wall Street into Nature. ImageImage
2/ My views II:

It has allowed for sometime to zoom out and gain perspective at a beautiful mountain. ImageImage
3/ Views III:

I'm a runner. I hiked/ran this mountain (over 2000 elevation).

The more the body is worked, the clearer the mind.

I've always seen Investing and Marathons as intertwined. To be a successful investor, you need endurance, focus, tough mindset and LT perspective. ImageImageImage
"Why bankers can’t stop running"

"The glee of Every second banker I meet seems to be either training for or recovering from a marathon, or attempting a more arduous challenge."

A good article that breaks down what binds running and finance so tightly.

amp.ft.com/content/722dee…

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More from @InvestiAnalyst

24 Jun
@DennisHong17 grew his fund from $10M+ to $1.5B in about 6-years

He has some incredible returns. I just absorbed lessons about his philosophies.

Here are his 10 most important Investing principles that led to his success:
1/ Find High-Quality Companies w. Ecosystem control:

He focuses on businesses that control/dominate their ecosystem - Consumers, Producer/Suppliers, Employees, & Key partners revolve around the company.

All stakeholders love the company and hence it keeps competitors at bay.
1b/ Quality, Ecosystem control:

Together with the earlier point,

He measures high-quality companies as those businesses that are either asset-light (high margins ideally) or even asset heavy, but have good predictability of their future cash-flow and growth trajectory.

Next:
Read 17 tweets
22 Jun
Top Alternative Data for Investors

@AznWeng and myself collaborated to identify the Top 12 Non-financial metrics and datasets retail investors can use to gain an edge.

In this thread, we break it all down:
1/ Tracking Glassdoor Trends:

Glassdoor provides more key metrics beyond CEO & Mgmt numbers - you can track the overall positive or negative trends of an organization - QoQ. There are also insights around trends in job postings etc.

Generally, ask how is the data trending?
2/ App Download Trends:

Sensor Tower does a great job providing monthly data on key trends. Find info on the following:

+ Industry and Company Marketshare Trends
+ Consumer Ratings
+ # of Company Downloads

e.g. You could have observed Zoom's rise early in 2020 and many more!
Read 22 tweets
19 Jun
I just finished the written piece on UI Path and will be completing $SNOW next week.

FinTwit, I need your help. I have a backlog - What should I write on next?

These are Industry trends + Company analysis.
Kindly vote - Thank you🙏

Category 1- There are two choices each [1/4]
2/4: Category 2 - Poll II

These are articles focused on unique topics that I've been researching lately.

I'll love to put together a piece to share with people here.

*I meant to say the rise of the content creator and Marketplace economy.
* $PLTR: Discuss the potential of Edge
3/4: Category 1/ Vote 2:

2nd chance to vote for your second choice;
Read 5 tweets
17 Jun
1/ I've initiated a position into $AMD (Into the Balanced Portfolio 2)

Nothing is new with $AMD, but these were my reasons:

• FY 2021 Revenue Growth Est: 51%
• Q2 2021 Rev Growth Est: 87%
• F‘21 Earnings Growth: 200%
• FCF Margins: 24%

Below are Analyst PT’s.

Next-1/4: Image
2/ Lisa Su is a smart CEO I've long admired.

I recently watched this long interview she did last month where she really laid her vision:

Here are some of her effectiveness measures:
• ROE: 60%
• ROA: 15%
• Massive $4B buyback in 2021

Interview:
3/ Key reason:

Today, reports show that the deal with Xilinx appears to be approved by the European Anti-trust body (a major overhang!)

Google Cloud will be using $AMD's 3rd Gen AMD EPYC™ Processors to Launch First Tau VM Instance.

Read more below:
seekingalpha.com/pr/18362586-go…
Read 4 tweets
12 Jun
Investing Principles

12 important lessons about the stock market that has consistently distinguished Top Investors vs Average Investors.

One lesson and One FinTwit Example.

Here is a Thread:
(Pic h/t @visualizevalue) Image
1. Pareto: 80% Inactive & 20% Active

Comfortable appearing boring but aggressive when the opportunity arises.

Investors must be willing to spend long periods of time on their hands. But yet be prepared to act when others are panicking.

One example: @adventuresinfi
2. An ability to always remain calm & rational, but still active

They're engaged by conducting research and constant DD on their holdings, yet always calm

Good Investors only let evidence drive buy/sell decisions. They avoid impulsive behaviours.

One example: @StockNovice
Read 18 tweets
9 Jun
UI Path: A company on a mission to fully automate the modern enterprise and take away your jobs.

This is a thread that breaks down everything about $PATH's business.

What truly makes them unique? - I'll cover both the Bull and Bear Case and everything you need to know here:
1/ Introduction - Problem:

In your workplace do you feel like you've got one or two mundane/repetitive tasks that bores you?

Despite digital Innovation, today’s enterprise is filled with many mundane tasks that saps productivity. Some big examples include Email, fillings etc.
2/ Welcome to RPA:

The problems highlighted above led to the rise of the RPA industry.

RPA is basically the automation layer that sits on top of other software products that allows companies or workers to automate repetitive tasks by replicating the steps a knowledge worker.
Read 29 tweets

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