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Brian Feroldi (🧠,📈) Profile picture
@BrianFeroldi
Aug 13 • 13 tweets • 4 min read Twitter logo Read on Twitter
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10 handcrafted visuals by @safalniveshak every investor should see:

1. Stock Selection Framework Image
2. Business Quality Growth Matrix Image
3: 5 factors of great businesses Image
4: Business analysis - The Sherlock Holmes way Image
5: Capital Allocation Image
6: 3 Types of management Image
7: Become an investing Buddha Image
8: Focus on what you can control Image
9: Bull market killers Image
10: When to sell Image
All credit to @safalniveshak for making these great images.

Follow him for more great content!
If you like investing visuals, you'll love my free ebook:

99 Powerful Financial Lessons - Visualized

Grab a copy of it here:

https://t.co/qYUnxgeI5Vbrianferoldi.ck.page/99
Image
Like this thread? Follow me @BrianFeroldi.

I demystify the stock market with daily tweets and weekly threads like this.

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More from @BrianFeroldi

Brian Feroldi (🧠,📈) Profile picture
Aug 11
If you buy stocks, you MUST understand moats.

7 Powers is the best book on competitive advantage I've ever read.

Here's a breakdown of how the 7 Powers -- and how they can help you invest better: Image
1: Counter Positioning

When a new company adopts a superior business model which the incumbent can't (or won't) copy.

Ex:
-Netflix vs Blockbuster
-Tesla vs GM

The new model could enable lower costs, recurring revenue, or better margins. Image
Why can't the incumbents copy the better model?

-It would destroy an existing business
-Internal cultural/contract issues (especially with unions)
-Management incentivizes

Business model innovation can be just as disruptive as technological innovation.
Read 15 tweets
Brian Feroldi (🧠,📈) Profile picture
Aug 9
Jeff Bezos is worth $162 billion.

He shared all of his core principles in 24 letters to shareholders.

I've read them all.

Here are 12 powerful lesson everyone in business should memorize: Image
• One way doors vs Two way doors

One-way doors: Decisions that can't be reversed.
Make these decisions slowly and carefully.

Two-way doors: Decisions that are reversible.
Make these decisions quickly.

Confuse the two and your organization will move far too slowly. Image
• Wandering vs efficiency

Efficiency can be great. But, it makes you fragile.

Without a counterbalance, there’s a world of missed opportunities.

The solution: encourage wandering Image
Read 16 tweets
Brian Feroldi (🧠,📈) Profile picture
Aug 6
I've been investing for 19 years.

Here are 10 painful investing lessons I learned the hard way: Image
1: You don't need leverage

Margin & options are fun on the way up, but BRUTAL on the way down.

I’ve lost more than 100% on investments before.

Why? Leverage.

Buffett & Munger said it best:
Image
Image
2: Optimize for longevity, not upside

Compound interest is the most powerful wealth-building force that exists.

But it only works if you SURVIVE long enough for it to work.

I used to optimize for upside. Now, I use the barbell method to optimize for longevity. Image
Read 15 tweets
Brian Feroldi (🧠,📈) Profile picture
Aug 4
10 BRAND NEW charts every stock investor needs to see:

1: The YTD rally has caused the forward P/E ratio to trade near its 2022 peak Image
2: While high, the S&P 500's forward p/e ratio is still WITHIN one standard deviation of its 25-year average. Image
3: The 10 biggest companies in the S&P 500 ($AAPL, $MSFT, $GOOG, $AMZN, $NVDA, $TSLA, $BRK-B, $META, $V, $UNH) now comprise 31.8% of the total market cap, a 25-year high Image
Read 14 tweets
Brian Feroldi (🧠,📈) Profile picture
Aug 1
Capitalism is brutal.

If you invest, you MUST know how to identify a moat.

Here are 9 financial “rules of thumb” that Warren Buffett uses to tell if a company has one: Image
1: Gross Margin

Found: Income Statement

Formula: Gross Profit / Revenue

Moat: Consistently above 40%

No Moat: Under 40% & volatile Image
Buffett’s logic:

A consistently high gross margin signals that the company isn’t competing exclusively on price.

A high gross margin also provides ample gross profit to pay expenses and leaves money for shareholders.
Read 25 tweets
Brian Feroldi (🧠,📈) Profile picture
Jul 30
I’ve been investing for 19 years.

I've bought DOZENS of bad stocks that lost me money.

Here are 8 unforgettable failures (and the expensive lesson I learned the hard way):🤦‍♂️ Image
Loser #1 - 3D System - $DDD

3D printing was all the rage in 2013.

3D Systems was a top dog & first mover. The business was BOOMING (so was the stock).

With "unlimited" growth potential, I bought into the hype.
After a massive run-up in 2013, the bubble burst in 2014

3D System’s growth started to slow and the stock fell HARD

I didn't understand the hype cycle, which cost me a bundle

Lesson: The hype cycle is real. Study this image! Image
Read 21 tweets

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