What stock should @Brian_Stoffel_ and I research from scratch this week?
1,700+ votes and there is an exact tie between $WISH and $HOOD

We can do both!
ContextLogic it is!

Live tomorow at 12 EST!
Done!

Replay is available here:

Our next stocks from scratch will be RobinHood given how close the vote was

Thanks for voting!

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More from @BrianFeroldi

5 Jul
I asked, “What book do you re-read the most?”

I received 441 replies

Here are 20 books that should be read again and again:
1/

7 Habits of Highly Effective People

by Steven Covey
2/

A Short History of Nearly Everything

by Bill Bryson
Read 24 tweets
30 Jun
I’ve ranked 300+ stocks using my investing checklist

These 10 stocks got the highest score:
Caveats:

1: Some of these scores are 2+ years old and are outdated
2: My scoring system is subjecting - you could rank these same stocks and get different numbers
3: My checklist favors some industries (software, healthcare) more than others (banks, insurers)
10: Atlasssian - $TEAM

Score: 83

What: Productivity software

Founder-led, cash-generating, wide moat, great culture
Read 19 tweets
29 Jun
The stock market is the greatest wealth-creation machine of all time but we don't teach anything about it in school.

That's wrong.
I made a presentation about investing/stocks that I teach at my kid's elementary school

Then I do a fun multi-year stock-picking game

If you want to borrow my slides, here you go!

I start the kids with $10,000 fake dollars

These picks are from 2 years ago

Pretty good results!

(I deleted the names)
Read 4 tweets
29 Jun
As requested, we are turning my youtube videos into a podcast

Want to help me pick a podcast cover?

Please heart the image below that you like best 👇
Read 5 tweets
28 Jun
Today is @elonmusk’s 50th birthday

To celebrate, here are 20 great Elon Musk quotes on business, mental models, and life:
1/ On doing it despite the odds:

“When something is important enough, you do it even if the odds are not in your favor.”
2/ On the willingness to change:

"Some people don't like change, but you need to embrace change if the alternative is a disaster."
Read 26 tweets
23 Jun
I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:
The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012
1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!
Read 18 tweets

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