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Compounding Quality

@QCompounding

Oct 30, 2024 • 26 tweets • 6 min read • Read on X

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The best 25 non-fiction books ever

A thread full of wisdom

1. The Psychology of Money by Morgan Housel

2. Rework by Jason Fried and David Heinemeier

3. Think Again by Adam Grant

4. Deep Work by Cal Newport

5. Getting Things Done by David Allen

6. Extreme Ownership by Jocko Willink and Leif Babin

7. Sapiens by Yuval Noah Harari

8. Thinking, Fast and Slow by Daniel Kahneman

9. The Almanack of Naval Ravikant by Eric Jorgenson

10. One Up on Wall Street by Peter Lynch

11. Same As Ever by Morgan Housel

12. Think Like A Monk by Jay Shetty

13. The Essays of Warren Buffett by Lawrence Cunningham

14. Atomic Habits by James Clear

15. Rich Dad, Poor Dad by Robert Kiyosaki

16. Think and Grow Rich by Napoleon Hill

17. Steal Like An Artist by Austin Kleon

18. Eat That Frog by Brian Tracy

19. The War of Art by Steven Pressfield

20. Essentialism by Greg McKeown

21. Hyperfocus by Chris Bailey

22. 12 Rules for Life by Jordan B. Peterson

23. Antifragile by Nassim Nicholas Taleb

24. Influence by Robert B. Cialdini

25. The 7 Habits of Highly Effective People by Steven R. Covey

That's it for today.

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More from @QCompounding

Compounding Quality

@QCompounding

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:

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."

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

Read 12 tweets

Compounding Quality

@QCompounding

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.

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.

Read 13 tweets

Compounding Quality

@QCompounding

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:

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.TO

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.ST

Read 12 tweets

Compounding Quality

@QCompounding

Dec 7

12 visuals that will shape your investing philosophy:

1. Time in the market beats timing the market

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.

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.

Read 11 tweets

Compounding Quality

@QCompounding

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

1. Stay within your circle of competence

Only invest in what you understand

2. Buy great companies

You avoid a lot of value traps when you only buy quality companies

Read 12 tweets

Compounding Quality

@QCompounding

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:

1. Introduction and Dedication

2. Biography & Early Life

Read 14 tweets

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