A compilation of my 10 favourite investing learnings from this week.
They include:
• Breakdown of Shopee $SE
• Traits of high quality businesses
• Analysis of $ROKU's current direction
• Nick Sleep's 2003 letter to Nomad shareholders
• Many more...
Enjoy!
They include:
• Breakdown of Shopee $SE
• Traits of high quality businesses
• Analysis of $ROKU's current direction
• Nick Sleep's 2003 letter to Nomad shareholders
• Many more...
Enjoy!
1. Breakdown of Shopee by @punchcardinvest
He writes great breakdowns of Sea Limited’s 3 dragon heads.
This specific article covers Shopee.
It was actually published in early Oct.
But I only just completed reading it as it's pretty in depth.
punchcardinvestor.substack.com/p/sea-ltd-part…
He writes great breakdowns of Sea Limited’s 3 dragon heads.
This specific article covers Shopee.
It was actually published in early Oct.
But I only just completed reading it as it's pretty in depth.
punchcardinvestor.substack.com/p/sea-ltd-part…
2. What a great company founder looks like
@stjohnhuo and MJ host some of the best interviews with Asian investors.
I learnt a lot from this episode's guest:
Ng Zhu Hann
He shares his thought process on what he looks for in a management team.
@stjohnhuo and MJ host some of the best interviews with Asian investors.
I learnt a lot from this episode's guest:
Ng Zhu Hann
He shares his thought process on what he looks for in a management team.
3. Nick Sleep's 2003 letters
@heycjwilson is one of the rare investing youtubers I follow closely.
In this episode, he breaks down Nick's thought process around year to year volatility.
And also Nomad's investment in Weetabix.
@heycjwilson is one of the rare investing youtubers I follow closely.
In this episode, he breaks down Nick's thought process around year to year volatility.
And also Nomad's investment in Weetabix.
4. $ROKU 10 year thesis by @FromValue
I’ve been following Kris on SA since the early days of Shopify.
This article shares why Roku still has a long runway.
Even if user growth does slow...
They can start monetizing more as AVOD gains more traction.
seekingalpha.com/article/446042…
I’ve been following Kris on SA since the early days of Shopify.
This article shares why Roku still has a long runway.
Even if user growth does slow...
They can start monetizing more as AVOD gains more traction.
seekingalpha.com/article/446042…
5. Traits of high quality companies by @SteadyCompound
Thomas breaks down the 5 top traits among some of the best companies in the world.
- Apple
- Netflix
- Amazon
- Berkshire
- Starbucks
Helps you develop pattern recognition.
Thomas breaks down the 5 top traits among some of the best companies in the world.
- Apple
- Netflix
- Amazon
- Berkshire
- Starbucks
Helps you develop pattern recognition.
https://twitter.com/SteadyCompound/status/1452032861939380226?s=20
6. Quotes from top investors and what they mean by @MnkeDaniel
Daniel breaks down many of the classic quotes by top investors like:
Buffett, Munger, Lynch, and Pabrai.
Helps you understand how they can be applied in your own investing.
Daniel breaks down many of the classic quotes by top investors like:
Buffett, Munger, Lynch, and Pabrai.
Helps you understand how they can be applied in your own investing.
https://twitter.com/MnkeDaniel/status/1453280471471767559?s=20
7. Financial metrics that matter in a business by @ladhatweets
As investors, you're buying a business.
So we need to understand what are the key metrics that make it tick.
Ali's thread covers many useful ones like growth, churn, CAPEX, and more.
As investors, you're buying a business.
So we need to understand what are the key metrics that make it tick.
Ali's thread covers many useful ones like growth, churn, CAPEX, and more.
https://twitter.com/ladhatweets/status/1452977063338512386?s=20
8. Why you can easily beat professional investors by @wealthyhealthyl
This thread explains the structural disadvantages that professionals have.
You'll be surprised.
It's also why retail investors like you and me can do well in the market.
This thread explains the structural disadvantages that professionals have.
You'll be surprised.
It's also why retail investors like you and me can do well in the market.
https://twitter.com/wealthyhealthyl/status/1453205102622384130?s=20
9. Spiffypop in $TSLA by @EugeneNg_VCap
This is inspiring.
Eugene has held onto Tesla since 2017 without selling a single share.
Not an easy feat.
A good reminder on why it's so important to hold on tight to the best quality companies.
This is inspiring.
Eugene has held onto Tesla since 2017 without selling a single share.
Not an easy feat.
A good reminder on why it's so important to hold on tight to the best quality companies.
https://twitter.com/EugeneNg_VCap/status/1452742121077633024?s=20
10. "What does Upstart do?"
I put this as the last, to end off with a nice cherry on the cake.
Just watch the last 30 seconds, after the 2:00 mark.
It will be a good way to end your week.
I watched it 3 times.
That's how good this is.
I put this as the last, to end off with a nice cherry on the cake.
Just watch the last 30 seconds, after the 2:00 mark.
It will be a good way to end your week.
I watched it 3 times.
That's how good this is.
That's it!
If you found this helpful, follow me here at @heymaxkoh
I tweet about how I attained financial freedom before age 30...
By investing in great businesses.
Also check out these bite-sized summaries of my top 18 investing books:
If you found this helpful, follow me here at @heymaxkoh
I tweet about how I attained financial freedom before age 30...
By investing in great businesses.
Also check out these bite-sized summaries of my top 18 investing books:
https://twitter.com/heymaxkoh/status/1453006212795191310?s=20
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