Latest Twitter Threads by @QCompounding on Thread Reader App

Nov 22 • 17 tweets • 4 min read

John Templeton is one of the best investors ever.

His fund averaged an annualized return of over 15% (!) for almost 50 years.

Here are his top 15 quotes:

1. This time it's not different at all

“The four most expensive word in the English language are 'This time it's different.”

Nov 21 • 11 tweets • 3 min read

My 10 Favorite Investing Quotes ever:

1. The first $100k:

2. Your best investment:

Nov 19 • 14 tweets • 5 min read

Warren Buffett once said

"Go where competition is weak."

Let’s look at the most powerful duopolies in the world:

1️⃣ Payment Networks: Visa ($V) & Mastercard ($MA)

Together, they process more than 90% of all global card transactions.

Every time you swipe, tap, or buy online, one of them takes a small cut.

Their networks are impossible to replicate.

Nov 15 • 10 tweets • 4 min read

He was as smart as Buffett.

He was as skilled as Munger.

But he disappeared from history.

This is the forgotten story of Rick Guerin:

1. Rick Guerin was Buffett & Munger’s third partner in the 1970s.

Together, they took control of Blue Chip Stamps: an early “loyalty points” business.

They then used the company’s float (cash held between issuing & redeeming stamps) to buy See’s Candies in 1972 for $25M

Nov 9 • 16 tweets • 4 min read

15 Stocks to Own for the Next 2 decades:

1. Rollins

2. Apple

Nov 8 • 9 tweets • 3 min read

The best Personal Finance book I've ever read?

The Millionaire Next Door

Here are 7 critical lessons you should know:

1. Live below your means

Nov 5 • 17 tweets • 5 min read

Philip Fisher didn’t chase stock tips.

He built a checklist, and it turned him into one of the greatest investors ever.

Here are his 15 timeless rules to find outstanding companies:

1) Expanding Market

A company should operate in a growing industry.

Even the best businesses struggle if the market itself is shrinking.

Think of tech vs. typewriters: market matters.

Nov 4 • 12 tweets • 3 min read

Top 10 Lessons from Warren Buffett

Timeless insights from the Oracle of Omaha:

1. The longer you invest, the better

Oct 31 • 13 tweets • 3 min read

Charlie Munger once said:

" There are answers worth billions of dollars in 30$ history book."

Here are my favorite (auto)biographies EVER:

1. Theodore Roosevelt:

Oct 31 • 11 tweets • 4 min read

My top 10 investing lessons I wish I knew 10 years ago:

1. Become a learning machine

The best investors are always learning. Make it a top priority.

2. Don’t use leverage

Leverage is tempting, but it magnifies risk.

Keep your investments simple and within your means.

Oct 26 • 16 tweets • 4 min read

15 Wide Moat Quality Stocks to Hold Forever:

1. Rollins

2. Apple

Oct 25 • 21 tweets • 5 min read

“If you can’t buy a monopoly, buy a duopoly. And if you can’t buy a duopoly, settle for an oligopoly.”

These 10 oligopolies dominate their markets:

1. Cloud providers

Every app, website, and AI model runs on the cloud.

This market owned by just three companies:

- AWS (Amazon)
- Azure (Microsoft)
- GCP (Google)

Oct 22 • 27 tweets • 5 min read

The top 50 best Peter Lynch quotes:

1. “All the math you need in the stock market you get in the fourth grade.”

2. “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

3. “Know what you own, and know why you own it.”

4. “Invest in what you know.”

Oct 17 • 12 tweets • 4 min read

Charlie Munger said success demands worldly wisdom, not memorized facts

Build a latticework of mental models from many fields

Here are his core models:

1. Multiple Models

Relying on one discipline warps reality.

Munger urges you to gather models from math, physics, engineering, biology, psychology, and economics.

Oct 15 • 17 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:

1. Wisdom

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

Oct 15 • 10 tweets • 3 min read

Think profits tell the full story? Think again.

Free Cash Flow to Firm shows the real cash a business has to grow, invest, and reward investors.

It’s the heartbeat of a company’s true financial power:

Introduction

Oct 15 • 12 tweets • 2 min read

Howard Marks is one of my favorite investors

I read all his memos (1,600 pages).

You can steal my 10 key lessons for free:

1. Look at the valuation

A good company can be a bad investment if you overpay.

And also: a less attractive company can be a great investment if you buy it at a low price.

Oct 13 • 31 tweets • 8 min read

Here are the 30 best investors of all time.

And one quote from each investor:

1. Stan Druckenmiller

“I like putting all my eggs in one basket and then watching the basket very carefully.”

2. Jim Rogers

“Those who can not adjust to change will be swept aside by it. Those who recognize change and react accordingly will benefit.”

Oct 12 • 16 tweets • 4 min read

15 Investing visuals to learn by heart

These are timeless lessons you should memorize:

1. Market sentiment

2. Investing vs saving

Oct 12 • 16 tweets • 4 min read

10 Quality Stocks to Own Forever:

1. Ferrari

2. Sanlorenzo

Oct 11 • 16 tweets • 4 min read

The value of every asset?

All future cash flows it will generate for you as an investor (discounted to today)

Today I’ll explain everything you need to know about a Reverse DCF

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