Compounding Quality Profile picture
🏰 Quality Stocks 🧑‍💼 Former Professional Investor ➡️ Teaching people about investing on our website.
137 subscribers
Sep 13 14 tweets 4 min read
Money loses value over time, but so do your assets.

Amortization and depreciation are the keys to understanding how.

Master them, and you master your financial future: Image 1. What’s the Difference? Image
Sep 13 11 tweets 4 min read
Compounding Quality is outperforming the market. 📈

How?
By being disciplined. By going all-in with my heart and soul.

The same approach will drive Tiny Titans.

Here’s what you can learn from it: Image 1. Don’t just screen stocks from behind a desk.

Meet the CEOs of companies and talk with them.

This summer, I traveled to Washington DC, Chicago, Hamburg, and London to talk face-to-face with the CEOs of potential Tiny Titans. Image
Sep 9 13 tweets 4 min read
I read The Essays of Warren Buffett by Lawrence Cunningham

It's a goldmine of wisdom

Here are 10 lessons that will make you think differently about money and life Image 1. Think Long-Term

Buffett says the stock market is a voting machine in the short term, but a weighing machine in the long term.

Focus on real value, not short-term noise. Image
Sep 8 16 tweets 4 min read
My 15 most popular visuals:

1. 50 Laws of Investing Image 2. Free Cash Flow vs Net Income Image
Sep 5 8 tweets 2 min read
Learn Finance through 5 videos taught by 5 legendary investors and teachers. Image 1. Warren Buffett speaks at Florida University:

Sep 5 19 tweets 5 min read
Terry Smith’s Investing for Growth is amazing.

Buy great companies, hold tight, and ignore the noise

Here's a detailed summary: Image 1. Introduction Image
Sep 4 12 tweets 4 min read
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: Image 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." Image
Sep 4 12 tweets 3 min read
Ever wondered what financial statements actually mean? 🤔

Let’s break them down using… a pizza shop 🍕

Simple, tasty, and easy to digest: 1. Balance Sheet = What you own vs. what you owe.

Oven, dough, cheese → Assets
Bank loan for the oven → Liability
The owner’s money in the shop → Equity

Formula: Assets = Liabilities + Equity Image
Sep 3 16 tweets 5 min read
The best compounding machines don’t always invent.

They acquire.

Here are 5 serial acquirers you should know: Image 1. You want to invest in Compounding Machines?

Look for businesses with high returns on capital and plenty of reinvestment opportunities.

Businesses that often have both characteristics? Serial acquirers.

Image source: REQ Capital Image
Sep 3 10 tweets 3 min read
What kind of investor are you?

Here are 8 asset classes everyone should know

1. Stocks Image 2. Bonds Image
Sep 2 5 tweets 2 min read
Macroeconomics Cheat Sheet

Here's everything you need to know: Image Image
Sep 2 12 tweets 2 min read
Benjamin Graham once said:

“In the short run, the market is a voting machine, but in the long run it is a weighing machine.”

Here are 10 things I learned from him: Image “All the math you need in the stock market you get in the fourth grade.”

- Benjamin Graham
Sep 2 12 tweets 3 min read
Most investors only look at what they can see.

But often, the real value hides in what you can’t touch.

Tangible and intangible assets together tell the full story of a company. Image 1. Why do these assets matter? Image
Sep 1 9 tweets 2 min read
7 Cheat Sheets to Change Your Life

1. Finance Cheat Sheet Image 2. Excel Cheat Sheet Image
Sep 1 55 tweets 9 min read
Two days ago, Buffett turned 95.

Here’s a lifetime of wisdom in 95 unforgettable quotes

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1"

"Remember that the stock market is a manic depressive." Image "Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks."

"The most important thing to do if you find yourself in a hole is to stop digging."
Aug 31 18 tweets 5 min read
Macroeconomics is the study of the economy as a whole

It helps you understand the bigger picture of money

Here are 15 core principles of macroeconomics Image 1. Gross domestic product (GDP)

GDP measures the total value of goods and services a country produces.

It shows the size and health of an economy. Image
Aug 31 17 tweets 4 min read
In the long-run stocks go up only for three reasons.

1. Earnings
2. Earnings
3. Earnings

Here are 10 quality stocks with strong earnings growth:

1. Kinsale Capital Image 2. Dino Polska Image
Aug 27 18 tweets 5 min read
15 things I wish I knew about investing 20 years ago

These tips would change everything for me

Here’s what I wish I knew earlier, so you don’t have to learn the hard way. Image 1. Invest for the long term Image
Aug 24 17 tweets 4 min read
15 visuals for investing and life

1. IPO: It's Probably Overpriced

Source: Stocks for the Long Run Image 2. Private Equity outperforms public markets

Source: FS Investments Image
Aug 19 13 tweets 3 min read
The 25 best quotes of Peter Lynch

1. Know what you own, and know why you own it.

2. Everyone has the brain power to make money in stocks. Not everyone has the stomach.

3. The real key to making money in stocks is not to get scared out of them. Image 4. You should not buy a stock because it's cheap but because you know a lot about it.

5. If you spend more than 13 minutes analyzing economic and market forecasts, you've wasted 10 minutes

6. Charts are great for predicting the past.
Aug 17 18 tweets 5 min read
The best one-liners in investing come from Charlie Munger

His lesser-known insights are just as powerful

Here are the 15 best Munger quotes you’ve never heard: Image 1. Wisdom

“Acknowledging what you don’t know is the dawning of wisdom.” Image