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Compounding Quality Profile picture
@QCompounding
Dec 5 • 9 tweets • 3 min read Twitter logo Read on Twitter
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Almost every Fund Manager has a CFA.

I'll teach you everything you need to know with this Cheat Sheet.

1️⃣ Quantitative methods: Image
2️⃣ Economics:
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3️⃣ Financial Statements:

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4️⃣ Equity Investments: Image
5️⃣ Fixed Income: Image
6️⃣ Alternative Investments: Image
7️⃣ Derivatives: Image
8️⃣ Portfolio Management:
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If you liked this, you'll LOVE this MEGA cheat sheet.

Grab it for free here:
compounding-quality.ck.page/d1cee64a15

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More from @QCompounding

Compounding Quality Profile picture
Dec 7
What I learned from the best investors in the world.

1. Charlie Munger about the first $100k: Image
2. Peter Lynch :

All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don't work out. Image
3. Joel Greenblatt:

Buy good companies (high ROC) that are cheap (high earnings yield) .

Greenblatt's Magic Formula returned 33% per year to shareholders. Image
Read 8 tweets
Compounding Quality Profile picture
Dec 6
The economy is all about supply & demand

Here's everything you need to know: Image
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Read 4 tweets
Compounding Quality Profile picture
Dec 6
In 2019, Bill Miller's Fund returned 119.5% (!) in one single year.

He's one of the only investors who beat the S&P500 for 15 consecutive years.

Here's what you need to know about one of the best value investors ever: Image
Bill Miller has built his empire based on a simple framework:

▪️Focus on free cash flow
▪️Disregard investing labels
▪️Buy when expectations are low
▪️Focus on free cash flow

The value of every investment is equal to the present value of future free cash flows.

It's important that companies earn returns above the cost of capital because otherwise growth destroys value.
Read 9 tweets
Compounding Quality Profile picture
Dec 5
Macroeconomics Cheat Sheet

Here's everything you need to know: Image
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Read 5 tweets
Compounding Quality Profile picture
Dec 4
Charlie Munger's wisdom will continue to spread forever.

He is a big inspiration and role model for many investors.

Here are 12 insights from Charlie himself: Image
1. Understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things.

2. In my whole adult life, I’ve never hoarded cash, waiting for better conditions. I’ve just invested in the best thing I could find.
3. Part of the Berkshire secret is that when there’s nothing to do, Warren is very good at doing nothing.

4. I didn’t get rich by buying stocks at a high price earnings multiples in the midst of crazy speculative booms, and I’m not going to change.
Read 9 tweets
Compounding Quality Profile picture
Dec 3
📚 This thread will teach you more than an MBA.

It will even make you smarter than most fund managers.

Here are 15 resources with more than 30,000 pages (!) of investment wisdom for free 👇 Image
1. All public writings of Warren Buffett

A document of 5,000 (!) pages with everything Warren Buffett has ever said and written.

You can grab it here: compounding-quality.ck.page/5e50348f43
2. All public writings Charlie Munger

This document gives you an insight in Charlie's brain.

1,200 of pure Charlie Wisdom: compounding-quality.ck.page/e329c4444f
Read 17 tweets

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