Compounding Quality Profile picture
Apr 4 16 tweets 4 min read Read on X
15 Eye-opening investing visuals to learn by heart:

1. ROICs by Industry Image
2. PE Ratios for the S&P 500 Image
3. The entire S&P 500 visualized: Image
4. Why you should reinvest your dividends Image
5. Avoid beginner mistakes Image
6. Don't lose money: Image
7. Revenue growth is the key driver of Long-Term Stock Performance Image
8. The 80/20 Principle Image
9. Returns from compounding Image
10. Investing vs Trading Image
11. Small-cap stocks outperform Image
12. Buy stocks when consumer confidence is low Image
13. The investor lifecycle Image
14. 7 Personal Finance Rules Image
15. How to make $2.1 million Image
That's it for today. Did you like this?

Grab 50 more investment visuals in one handy PDF here: compounding-quality.ck.page/e1d0d78891

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More from @QCompounding

May 8
"If a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you’ll end up with one hell of a result." — Charlie Munger

Here are 10 stocks with a return on capital > 20%: Image
1. Alphabet (GOOGL) ROIC: 32.1%

Alphabet is the parent company of Google, which makes money mainly through ads.

It also owns YouTube, Android, and invests in AI and other tech projects. Image
2. Eli Lilly (LLY) ROIC: 27.1%

Eli Lilly is a drug company known for making treatments for diabetes, cancer, and now obesity.

It’s growing fast thanks to its new blockbuster drugs. Image
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May 4
10 Quality Stocks everyone should know:

1. Medpace Image
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3. Dream Finders Homes Image
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May 3
10 Books recommended by 10 Billionaies

• Elon Musk
• Bill Gates
• Warren Buffett
• Jack Dorsey
• Satya Nadella
• Sam Altman
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• Peter Thiel
• Sherlyl Sandberg

Let's dive in: Image
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Zero to One by Peter Thiel

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Principles by Ray Dalio

"Ray Dalio has provided me with invaluable guidance and insights that are now available to you in Principles." Image
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May 3
I’m currently at the Berkshire AGM in Omaha

I will share the key takeaways with you live: Image
1. First remark: Warren looks fresh. His mental state is great

2. Greg Abel is actually already making a lot of the capital allocation decisions for Berkshire
3. Buffett is an amazing salesperson. He’s mentioning how much books they sold at the Berkshire event so far

4. Tariffs can be seen as an act of economic war
Read 58 tweets
May 3
📍 It’s Berkshire Weekend.

I just read Buffett & Munger Unscripted by Alex W. Morris on the way to Omaha

Here are the most important lessons: Image
1. Buffett’s first question for every stock:

“If I were buying the whole company, would I be happy owning it forever?”

He doesn’t think like a trader.
He thinks like an owner. Image
2. Focus on ROE

“Time is the enemy of the poor business.”

Mediocre businesses get worse with time.
Great ones get stronger.

Buffett and Munger learned this the hard way, from owning bad businesses. Image
Read 13 tweets
May 2
7 Cheat Sheets to Change Your Life

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