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3 Sep, 14 tweets, 4 min read
The right investing tools turbocharge our investment research.

But most investors don't max out their potential.

Here are 9 free tools that you probably don't know 👇
Beat Market

Ever wondered how much traffic an e-commerce platform gets?

Or how many apps download a gaming company gets?

This tells you the ranking, traffic, monthly visits and more.

h/t to @SlingshotCap for sharing!

beat.market
Glass Door

Human capital is the main driver of value.

Find out which employer is attractive and which is not.

glassdoor.com
Unhedged

I use them mainly for transcripts but they are so much more.

They make it easy to track news, tweets, events, reports and organize investment research.

unhedged.com
Whale Wisdom

Munger once said that if an investor did just three things, the end results would be vastly better than the rest.

One of which is to study what super investors have done.

This makes tracking super investors' portfolios easy.

whalewisdom.com
Rocket

Wonder how much ownership is held by institutions?

Find out which funds are buying loading up!

rocketfinancial.com
Sec Form 4

Peter Lynch "The insider has only one reason to buy: to make money."

This shows you all insiders transactions.

secform4.com
Docoh

Fastest way to identify red flags?

Compare the current year's annual report with previous years and see what's the difference on this platform.

They also provide transcripts, insider transactions and more.

docoh.com
Auditor Search

Another way to identify red flags.

Cross-reference check clients of an accounting firm.

pcaobus.org/resources/audi…
Flight Aware

Betting on recovery plays?

Track flight traffic to get a sense of traveling demand!

flightaware.com
Best free investment tools (recap):

Beat Market
Whale Wisdom
Rocket
Sec Form 4
Glassdoor
Unhedged
Docoh
Auditor Search
Flight Aware
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More from @SteadyCompound

Thomas Chua Profile picture
10 Sep
SaaS companies generated huge returns for shareholders despite showing net losses.

98.8% of investors use the wrong metrics to evaluate these companies.

Here are 5 metrics to capture the potential of a SaaS company.
Time to value

The time it takes a customer to realize the value of your product.

The faster value is realized, the less likely a customer will churn and the more they love your product.

Crowdstrike Falcon can be fully deployed in a large enterprise in a day.
Sales Efficiency Ratio

For every S&M dollar spent, how much revenue is generated?

A low ratio means more capital is required to grow, and less FCF left for shareholders.

Zoom requires little to no cost to onboard customers, look at its FCF exploding as revenue grows!
Read 9 tweets
Thomas Chua Profile picture
4 Sep
If you follow the right podcasts, they will have more to teach than a CFA or an MBA in finance.

But most people don't take advantage of them.

Here are 9 podcasts that will make you a better investor:
@InvestLikeBest

@patrick_oshag interviews the world's best minds in business & investing.

Every episode is like a masterclass on its own.
Business Breakdowns by @joincolossus

High-quality deep-dives into businesses with industry experts.

@jspujji is a phenomenal host on this podcast.

Some of my favorite business breakdowns on the show: $ZI, $TWLO, $FB
Read 13 tweets
Thomas Chua Profile picture
29 Aug
Tom Russo's thesis on $BABA

"Alibaba’s management team enjoys the “capacity to suffer”
as the result of protection from Wall Street’s disruptive censures as a result of protection provided them by Alibaba’s founding shareholder, Jack Ma."
Alibaba network is deeply ingrained with commerce.

"With roughly one billion Chinese average annual consumers and roughly 260 million additional consumers outside of China, it is hard to imagine shopping in China without involvement in one manner or another with Alibaba."
Alibaba is well capitalized with rock-solid balance sheet.

$71 billion in cash & equivalent.

Investments in over 100 disruptive start-ups.

Over 30% interest in Ant Financial.
Read 18 tweets
Thomas Chua Profile picture
27 Aug
The final piece of Sea Limited's puzzle—SeaMoney. $SE

More than 48% of Indonesians and 60% of Filipinos do not have a bank account!

In a region where the payments are underdeveloped, solving this is key to dominating commerce.

A deep dive into SeaMoney and its opportunities 🧵
To visualize SeaMoney's potential, it's important to look at the OG of digital wallets: Alipay.

It launched in 2004 as the mobile payment solution to enable Alibaba's e-commerce platform.

Today, they have expanded into everything—wealth management, consumer financing, and more.
Today, they take more than 10x Visa's volume and charge only a fraction of the fees!

Alipay charge a 0.55% transaction fee, significantly lower than the 3% to 4% charged by credit cards.
Read 23 tweets
Thomas Chua Profile picture
22 Aug
👑WeChat: The App That Rule Them All

Most of us know the WeChat app as a messaging, payment, ride-hailing, social media, and more rolled up into one super app.

What’s less known for most of us outside of China, is the WeChat Mini Programs. $TCEHY
WeChat Mini Programs was only launched in 2016.

Think of it as an app store, except that users don’t have to download the apps because of its small file size (less than 10MBs) and low code environment.
With this feature, users never have to leave the WeChat application.

Popular apps such as Meituan, JD, Pinduoduo, or Kuaishou are all on We Chat Mini Programs!
Read 7 tweets
Thomas Chua Profile picture
13 Aug
"Looking at GMV alone can be misleading for the business as a whole."

eCommerce crash course by Yanjun Wang, CCO of Sea Limited $SE
When studying eCommerce business, we have to look at a range of metrics:

- Order number
- App downloads
- Active users
- Time spent in-app
- GMV
If a business solely focused on GMV, the team will focus on growing basket size with higher ticket goods.

These are usually standardized goods that are low margin and less competitive, examples:

- Virtual goods
- Electronics
- Wholesale items
Read 9 tweets

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