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Oct 30, 2024 26 tweets 6 min read Read on X
The best 25 non-fiction books ever

A thread full of wisdom

1. The Psychology of Money by Morgan Housel Image
2. Rework by Jason Fried and David Heinemeier Image
3. Think Again by Adam Grant Image
4. Deep Work by Cal Newport Image
5. Getting Things Done by David Allen Image
6. Extreme Ownership by Jocko Willink and Leif Babin Image
7. Sapiens by Yuval Noah Harari Image
8. Thinking, Fast and Slow by Daniel Kahneman Image
9. The Almanack of Naval Ravikant by Eric Jorgenson Image
10. One Up on Wall Street by Peter Lynch Image
11. Same As Ever by Morgan Housel Image
12. Think Like A Monk by Jay Shetty Image
13. The Essays of Warren Buffett by Lawrence Cunningham Image
14. Atomic Habits by James Clear Image
15. Rich Dad, Poor Dad by Robert Kiyosaki Image
16. Think and Grow Rich by Napoleon Hill Image
17. Steal Like An Artist by Austin Kleon Image
18. Eat That Frog by Brian Tracy Image
19. The War of Art by Steven Pressfield Image
20. Essentialism by Greg McKeown Image
21. Hyperfocus by Chris Bailey Image
22. 12 Rules for Life by Jordan B. Peterson Image
23. Antifragile by Nassim Nicholas Taleb Image
24. Influence by Robert B. Cialdini Image
25. The 7 Habits of Highly Effective People by Steven R. Covey Image
That's it for today.

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More from @QCompounding

Mar 30
A visual is worth a thousand trades.

These 15 visuals make investing crystal clear:

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2. Investing MBA Image
3. Atomic Habits summary Image
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Mar 29
Novo Nordisk is down 40% in the past year.

Is this a major red flag or the opportunity of a lifetime?

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Here’s a onepager with the essentials of Novo Nordisk: Image
1. Business model

Novo Nordisk is a global pharma giant, mainly focused on diabetes and obesity care.

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Mar 28
10 funny quotes on investing with meaningful lessons:

1. Price vs value:

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2. Dangerous Months

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September...” – Mark Twain Image
3. Balance Sheet = a bikini

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Mar 27
How does Warren Buffett calculate the intrinsic value of a stock?

He looks at the Owner’s Earnings.

Today, I'll teach you everything you should know 👇 Image
1. Formula
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It reflects the real cash flow available to investors after all expenses are covered. Image
2. Importance

In the long run, stock prices always follow a company’s Owner’s Earnings. 📈

By focusing on this metric, you can:
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Mar 26
Charlie Munger always used 4 criteria to buy stocks.

It allowed him to make good and rational investment decisions.

Let's dig into them: Image
Here are the 4 criteria of Charlie Munger:

1️⃣ The business must have a moat
2️⃣ You need to be able to understand the business model
3️⃣ Management must have talent and high integrity
4️⃣ There should be a margin of safety
1️⃣ The business must have a moat

A sustainable competitive advantage is crucial.

Seek for companies with a high and consistent gross margin as well as ROIC.
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Mar 25
Joel Greenblatt averaged 40% annual returns.

Not once. Not twice.

But for over 20 years!

He shared his exact method in The Little Book That Still Beats the Market.

Here are the 10 biggest lessons: Image
1. Stocks aren’t lottery tickets

They’re pieces of real businesses.

Owning shares means owning a slice of future profits.

That changes how you think about investing. Image
2. The market is moody

One day a stock is “hot.” Next week, it’s trash.

But businesses don’t change that fast. Prices do.

And that’s your edge. Image
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