Investor | Newsletter Writer | Podcast Host | Building Surgical Investing | I simplify investing by sharing insights from investing experts and my life.
Jun 7, 2023 • 13 tweets • 5 min read
Do NOT pick stocks without looking at these 4 profitability metrics:
🧵 1. Return On Invested Capital (ROIC)
ROIC measures the profitability and efficiency of a company's capital investments.
ROIC shows how effectively a company utilizes its capital to generate profits.
A higher ROIC indicates better capital allocation and operational efficiency.
May 11, 2023 • 14 tweets • 5 min read
Stock Valuation 101:
How to find the intrinsic value of a stock (and stop overpaying)
🧵
First off, what is intrinsic value?
Intrinsic value is what an asset is worth.
A stock’s intrinsic value is based on its underlying characteristics, such as:
• Cash Flow
• Earnings
• Debt
Intrinsic value is not swayed by short term market fluctuations.
Apr 24, 2023 • 20 tweets • 7 min read
I spent hours analyzing $LVMH business so you don't have to.
Here's what I learned:
👇🏻
Highlights:
• $LVMH is a luxury goods company that sells Spirits, Fashion/Leather Goods, Perfumes & Jewelry.
• LVMH's opportunities for growth include emerging markets, digital transformation & acquisitions.
• Shares are at all-time highs, but I don’t find them too expensive
Feb 7, 2023 • 18 tweets • 6 min read
I spent hours analyzing $BLK business so you don't have to.
Here's what I learned:
👇
Highlights:
• $BLK is the largest asset manager in the world with over $8.59 trillion in AUM
• It's invested across nearly every asset class that exists
• $BLK has been met with criticism for its role in ESG
• The dividend has grown for 14 straight years
Jan 14, 2023 • 17 tweets • 6 min read
The Trailing P/E and Forward P/E are 2 metrics that provide a quick valuation based on a company’s stock price and earnings.
But which one should you use?
How do you use them?
Here's a breakdown 🧵
To understand Trailing & Forward P/E, it's important to first understand the concept of P/E (Price/Earnings).
The P/E Ratio is used to assess how much of a premium an investor would be paying to own a stock.
Dec 17, 2022 • 19 tweets • 6 min read
Selling Cash-Secured Puts is a conservative options trading can turbocharge your portfolio's returns.
Here's your ultimate guide so you can you can take advantage of selling Cash-Secured Puts 🧵
Step 1: Understand What A Put Option Is

To sell cash-secured puts (CSPs), you have to understand what put options are and how they work.
A put option is a contract that gives the buyer the opportunity to sell 100 shares of a stock at an agreed-upon price.
Dec 11, 2022 • 18 tweets • 6 min read
Selling Covered Calls is a conservative options trading can turbocharge your portfolio's returns.
Here's your ultimate guide so you can you can take advantage of selling Covered Calls 🧵
1: Understand Covered Calls
A call option is a contract that gives the buyer the chance to buy 100 shares of a stock at an agreed-upon price.
To make it covered, you the seller must hold 100 shares of a stock and must sell the shares if the stock reaches the agreed-upon price.
Nov 23, 2022 • 12 tweets • 4 min read
If you’re not investing in dividend growth stocks, you are severely limiting your wealth potential.
Here are 6 surprising graphics that demonstrate just how powerful dividend growth investing is.
🧵👇
If you invested $10,000 into the S&P 500 in 1960, you’d have $795,823 without reinvesting dividends.
If you were to reinvest those dividends, that number would balloon to an incredible $4,949,663.
Reinvest those dividends folks.
Nov 8, 2022 • 20 tweets • 7 min read
I spent hours deep diving into $ASML business so you don’t have to
Here’s what you need to know 🧵
Highlights:
• $ASML is a semiconductor machine manufacturer and has a monopoly on EUV machines
• The demand for chips has made $ASML the center of geopolitical attention
• Dividends have increased steadily with room to raise them in the future
Nov 6, 2022 • 5 tweets • 11 min read
🔥9,000 Friends!🔥
I’m so thankful to all of you that push me to become a better person.
You all have created a welcoming place for everyone to share their ideas.
I spent over 1,000 hours learning to invest effectively— because school completely failed to teach me.
Here's everything I learned distilled into 11 tweets (that you can start applying today):
There’s never a perfect time to start investing.
The “Once I ___ then I’ll invest” is just an excuse.
• Once I have free time
• Once I have more money
• Once the stock market crashes
Free time and more money just don’t appear, you need to prioritize where you spend them.
Sep 24, 2022 • 18 tweets • 6 min read
You’ve probably never heard of this company,
But if they didn’t exist, the world as we know it wouldn’t exist either.
I spent hours deep diving into Air Products & Chemicals $APD
Here’s what you need to know
🧵
Thesis:
Air Products & Chemicals $APD is the world’s largest supplier of industrial gases such as hydrogen, neon, and helium.
APD’s core gas business & its 3 green business segments will propel us to a greener future and reward shareholders with growth and handsome dividends.
Sep 23, 2022 • 9 tweets • 2 min read
$COST reported Q4 earnings on September 22nd.
Here’s what you need to know 👇
$COST reported Q4 revenue of $72.09 billion,
which beat average analyst estimates of $72.06 billion.
Revenue is up 15.2% year over year.
Aug 22, 2022 • 15 tweets • 4 min read
I gave myself a “dividend” this morning on a stock that doesn’t pay one.
Let me explain 🧵
This morning I sold a covered call on $SOFI.
A call option gives the buyer the opportunity to buy 100 shares of a stock at an agreed upon price.
The seller (me) must hold 100 shares of the stock and must sell if the stock reaches the agreed upon price.
Aug 18, 2022 • 14 tweets • 6 min read
Alex Rodriguez will be the first MLB billionaire.
$475 million in MLB money and CEO of a venture capital company with assets of over $1 billion.
Here’s A-Rod’s 5 best investments 🧵
A-Rod had a controversial baseball career, but he was the highest paid during it.
During his 22 year career with the Mariners, Rangers, and Yankees, A-Rod made $475 million.
He’s now worth $350 million as of August 2022 and CEO of A-Rod Corp.
Jul 23, 2022 • 12 tweets • 4 min read
The 180-year-old company John Deere, $DE, has a trick up its sleeve.
It’s quietly become a powerhouse in Artificial Intelligence & Autonomous Driving.
Here’s what you need to know:
🧵
On January 6, 2022, Deere unveiled its 1st fully autonomous tractor.
The 44,000-pound tractor can be steered from your smartphone and harnesses the power of $NVDA GPUs.
It also lets farmers watch from their phones using the tractor’s 12 cameras.