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Compounding Quality Profile picture
@QCompounding
Aug 9, 2023 • 8 tweets • 3 min read • Read on X
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Accounting is the language of business.

Via this 7-page cheat sheet you learn everything you need to know: Image
Principles, Formulas & Business Types: Image
Assets, Bonds & Depreciation: Image
Balance sheet: Image
Income Statement & Cash Flows: Image
Owners Equity: Image
Journal entries: Image
That's it for today.

If you like this, you'll LOVE our free course.

It teaches you how to read Financial Statements like a professional.

Grab it for free here: https://t.co/Xq8OSGltSceepurl.com/h9kw29T
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More from @QCompounding

Compounding Quality Profile picture
Dec 13
American Hedge Fund billionaire Bill Ackman is a learning machine

"You can learn investing by reading books."

Here are his 9 favorite investing books everyone should read: Image
1. Security Analysis

This book is a valuation masterclass.

"The stock market is a voting machine in the short run and a weighing machine in the long run." Image
2. Quality of Earnings

This book shows the importance of examining a company's financial statements and earnings to determine their true quality and reliability Image
Read 12 tweets
Compounding Quality Profile picture
Dec 13
The best slide deck ever?

J.P. Morgan's 'Guide to the Markets'

Here are the top 10 charts every investor should see right now. Image
1️⃣ The S&P 500 Always Comes Back

This chart shows the S&P 500 from 1997 to 2025.

Since the 2009 low, the index is up more than +900% at its peak.

Even after drops of -34% (COVID) and -25% (2022), prices made new highs.
2️⃣ Valuation Predicts Long-Term Returns (Not Short-Term)

For 1-year returns, valuation explains almost nothing (R² = 5%).

For 5-year returns, valuation matters much more (R² = 30%).

At today’s valuation, history points to lower long-term returns than when markets were cheap. Image
Read 13 tweets
Compounding Quality Profile picture
Dec 9
Bargain alert:

Many high-quality stocks are trading at attractive valuation levels.

Here are 10 compounders that have dropped more than 20% this year: Image
1. Computer Modelling Group () — down 52.2% YTD

A Canadian small-cap focused on reservoir-simulation software for the oil & gas industry.

It builds models that help energy companies predict how wells behave underground to optimize extraction. CMG.TOImage
2. Mips () — down 37% YTD

A Swedish company known for its safety technology used in bike, ski, and motorcycle helmets.

Its core innovation reduces rotational motion to the brain during impact, making it a global standard in premium helmets. MIPS.STImage
Read 12 tweets
Compounding Quality Profile picture
Dec 7
12 visuals that will shape your investing philosophy:

1. Time in the market beats timing the market Image
2. The Market Can Stay Irrational Longer Than You Can Stay Solvent

Everyone is a genius in a bull market.

Only when the tides go out do you discover who is swimming naked.

Watch out for chasing trends and hype stocks. Image
3. Pay Up for Quality

Buying the second-best company in an industry because it’s cheaper than the market leader is rarely a good idea.

Buy the best companies in the world and let the magic of compounding do its work for you. Image
Read 11 tweets
Compounding Quality Profile picture
Dec 6
My all-time favorite investing book?

It might be One Up on Wall Street. It's full of investment wisdom

Here are the 10 most valuable lessons from this classic Image
1. Stay within your circle of competence

Only invest in what you understand Image
2. Buy great companies

You avoid a lot of value traps when you only buy quality companies Image
Read 12 tweets
Compounding Quality Profile picture
Nov 29
Everyone should read Poor Charlie's Almanack at least once a year.

Every single sentence is pure magic.

Here's a detailed summary: Image
1. Introduction and Dedication Image
2. Biography & Early Life Image
Read 14 tweets

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