Compounding Quality Profile picture
Apr 27, 2024 12 tweets 3 min read Read on X
10 movies that will teach you more about finance than a $100,000 degree:

1. Too Big to Fail Image
2. Enron: The Smartest Guys in the Room Image
3. Inside Job Image
4. Wolf of Wall Street Image
5. Capitalism: A Love Story Image
6. Boiler Room Image
7. Floored Image
8. Money and Speed: Inside the Black Box Image
9. Moneyball Image
10. The Big Short Image
BONUS The Art of Quality Investing

A book that outlines the entire investment philosophy of Compounding Quality

It's available on Amazon Image
Can't get enough?

Here's a free e-book with 100 examples of Quality Stocks: compounding-quality.ck.page/afee7ce56b

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More from @QCompounding

Jul 9
Charlie Munger once said:

"if you invest in a business that can compound high returns on invested capital, you will likely outperform even if you overpay."

Here's what you need to know about ROIC: Image
1. Let’s start with a simple example: Image
2. Why does this matter?
Because over the long term, your return as a shareholder will mirror the return the business earns on capital.

📈 High ROIC = Value creation
📉 Low ROIC = Value destruction Image
Read 12 tweets
Jul 9
Confused by Enterprise Value, Market Value, and Book Value?

You're not alone

These terms sound similar but mean very different things.

Let’s break down what truly drives a company’s worth. Image
Why do these value matter? Image
1. Market Value Image
Read 11 tweets
Jul 8
The Intelligent Investor by Benjamin Graham is the bible of value investing

There are 3 timeless lessons investors MUST know

Let's break it down: Image
1. Margin of Safety

The #1 rule of intelligent investing: Don't lose money.

Only buy a stock when it’s priced well below its intrinsic value.

Why? Because you could be wrong, and markets are unpredictable.

A Margin of Safety protects you from downside. Image
1. Margin of Safety part 2

Think of it like driving with extra room to brake.

If the business underperforms, your low entry price can still save you.

Graham:

“The margin of safety is always dependent on the price paid.”

It’s not timing, it’s discipline. Image
Read 10 tweets
Jul 6
15 Investing visuals to change your life:

1. The Wall of Worry by @fundhouse Image
@fundhouse 2. Where the bulls are by Riverplace Capital Image
@fundhouse 3. The Rising Concentration of the S&P 500 by Visual Capitalist and Tema Image
Read 17 tweets
Jul 5
I LOVE listening to podcasts while working out or driving

It's the best way to educate yourself

Here are 9 Finance Podcasts everyone should know: Image
1. The Investor’s Podcast (We Study Billionaires)

A podcast about value investing, analyzing the strategies of billionaires like Warren Buffett, and understanding long-term market trends. Image
2. The Morgan Housel Podcast

Morgan Housel talks about personal finance, investing psychology, and long-term financial strategies. Image
Read 12 tweets
Jul 5
Want to master your finances fast?

These 20 basic accounting formulas are the building blocks of investing.

Learn them once, use them for life: Image
1. Current Assets Image
2. Total Assets Image
Read 23 tweets

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