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Thomas Chua Profile picture
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16 Oct, 8 tweets, 4 min read
Youtube provides us access to the top investors worldwide.

But 98.8% don't use it to its full potential.

Five videos that provide the best investing insights:
What you learn: Fundsmith investing philosophies and company's thesis.

From: Terry Smith, founder of Fundsmith

What you learn: Characteristics of compounders & understanding your competitive edge

From: @yliownyc and @tseides

What you learn: How to research a stock from scratch

From: @BrianFeroldi and @Brian_Stoffel_

What you learn: What makes internet stocks attractive?

From: @DennisHong17 and @goodinvestingc

What you learn: Basics of value investing

From: @PrestonPysh

youtube.com/playlist?list=…
Follow me at @SteadyCompound for more tweets on:

• Investing.
• Business breakdowns.
• Company updates.
If you have enjoyed this thread, you're gonna love my newsletter where I curate 3 ideas on investing and growth philosophies.

Every week.

steadycompounding.com

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More from @SteadyCompound

Thomas Chua Profile picture
15 Oct
Latest global payment trends by McKinsey and what does it means for $MA $V $SQ $AFRM $ADYEY $STNE $SE $MELI $FB:
The pandemic resulted in the first decline in global payments revenues in 11 years.

But that is about to change.

Indicators point to an uneven rebound in 2021, bringing revenue back to 2019's record high.
McKinsey expects growth rates to return to the 6 to 7% range, generating approximately $2.5 trillion by 2025. Image
Read 11 tweets
Thomas Chua Profile picture
9 Oct
The top 1% of investors are learning machines.

The good news?

The internet has made knowledge accessible to everyone.

Here are 5 blog posts that taught me a great deal:
What you learn: Return On Invested Capital and Compounders

From: @JohnHuber72, Managing Partner of Saber Capital Management

sabercapitalmgt.com/importance-of-…
What you learn: How Moats Make a Difference

From: @IntrinsicInv

intrinsicinvesting.com/2017/04/04/how…
Read 9 tweets
Thomas Chua Profile picture
2 Oct
Unsolicited financial advice for anyone in their 20s who is looking to become financially secure.

Here are 8 of the best pieces of advice I have received:
1/ Give every dollar a job

Having $1,000 in your checking account with no purpose meant you have $1,000 to spend.

Decide the % that goes into:
•Groceries
•Bills
•Investment/Retirement
•Near-term saving goals (e.g. Christmas or holiday)
•Emergency fund
2/ Automate your finances

Send each dollar to the right places automatically every month:

•Investment account
•Savings account
•Paying off debt

Humans are creatures of impulse.

Don't put your willpower to the test and design your environment for success.
Read 11 tweets
Thomas Chua Profile picture
1 Oct
Economic moats are never stable.

It either gets wider or narrower every day.

More than 90% of stock market returns are generated by companies with widening moats.

Learn how to spot companies with widening moats 👇
Network effects increase value to customers when usage increases.

Social networks such as Instagram become sticky when all your friends are on them.

Likewise, Google's search engine becomes better as more data is fed into its algo.
Cost advantage moats with more efficient manufacturing or distribution.

GEICO became one of the largest insurers in the USA with its massive advantage on cost—by cutting out the middlemen.

We want to see cost decline with scale and savings continuously passed to consumers.
Read 10 tweets
Thomas Chua Profile picture
25 Sep
Having a finance degree did not make me a better investor.

Rather, I learned 10x more about investing from Twitter University.

🧵 Here are 5 threads from world-class Fintwitters.
What you learn: Build an investing checklist.

From: @BrianFeroldi, writer at Motley Fool

What you learn: Read 10Ks like a Hedge Fund

From: @FabiusMercurius

Read 8 tweets
Thomas Chua Profile picture
24 Sep
The market is efficient in pricing a business most of the time.

However, it is horrendous at pricing the optionality of a business.

4 types of optionality that could be hidden in a business:
/1 Product Expansion

Potential to increase the range of products to the same pool of customers.

E.g.

$AMZN started out as an online book store and then expanded to become the "everything store".

$CRWD introducing new modules to their existing customer base.
/2 New Businesses

Create entirely new business by leveraging the advantages of its core business.

E.g.

$SE launched digital payments after establishing a strong presence in Southeast Asia's e-commerce.

$AMZN rolling out AWS because its e-commerce demanded huge usage itself.
Read 8 tweets

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