5 YouTube videos that will make you a better investor:
1/ How to read an income statement

2/ How to read a balance sheet

3/ How to read a cash flow statement

4/ How to judge a management team

5/ Operating leverage, economies of scale, & when the P/E ratio is useful

Every Saturday, @Brian_Stoffel_ and I release a new video on an investing lesson that we have learned.

If that interests you, subscribe here:

youtube.com/brianferoldiyt…

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More from @BrianFeroldi

5 Jan
Expensify did something HIGHLY unusual when it came public.

It paid out ~50% of its IPO proceeds as a cash bonus to its employees.

This company is fascinating.

Here's an overview of the business in 10 slides:
The ticker is $EXFY
Expensify is focused on expense reports.

Its software simplifies reporting & data capture

It recently launched a card that requires NO documentation (which sounds awesome)

Its mission statement is great:
Read 14 tweets
2 Jan
I worked at $PODD in 2007

Our year-end financials:
▪️Revenue: $13.3 MM (+300%)
▪️Gross Margin: -95%
▪️Net loss: -$54 MM
▪️Cash: $94 MM / Debt: $26 MM

Price-to-sales ratio: 49

Would you invest?
It worked out if you did
Double-digit revenue growth for 10+ years is the primary reason why
Read 4 tweets
2 Jan
My 2021 financial review is complete

Here's how I did ⬇️
Overall, 2021 was a rough year for my investing style

After peaking in Feb 2021, it was all downhill

My portfolio ended the year up 2%

That's FAR behind the 27% gain in the S&P 500

Hats off to everyone that outperformed in 2021!
My 5 biggest winners (on a dollar-basis):
$TSLA
$EPAM
$GOOGL
$ESTY
$FB

My 5 biggest losers (on a dollar-basis):
$MELI
$NVCR
$DOCU
$SQ
$AYX
Read 8 tweets
1 Jan
If you want to build wealth, you MUST know your numbers.

Each year, I diligently track my:
▪️ Net Worth
▪️ Annual Spending

to ensure that I'm making progress.

Want a FREE copy of the templates that I use? ⬇️
Here's what the template looks like that I use to track my net worth:
Here's what the template looks like that I use to track my annual spending.

I like to separate my expenses into fixed, variable, and wealth building.

I also like to see what % of my annual income is going to each category
Read 5 tweets
30 Dec 21
In 2021, I created 304 simple financial graphics

About money, investing, and self-improvement

Here are the top 10 most popular (as voted by you):
On position sizing:
On a better life:
Read 12 tweets
28 Dec 21
Which stock should we research from scratch this week?
Live this Thursday, Dec 30th at 1 PM EST

Subscribe here:

youtube.com/brianferoldiyt
Lucid it is!
Read 4 tweets

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