Compounding Quality Profile picture
🏰 Quality Stocks 🧑‍💼 Former Professional Investor ➡️ Teaching people about investing on our website.
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Jul 27 9 tweets 3 min read
Charlie Munger once said:

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

Let's discuss 7 history books that everyone should know: Image 1. Henry Ford - My Life and Work

Lessons:
- Innovation is crucial
- Focus on employee welfare
- Be a visionary leader Image
Jul 26 12 tweets 3 min read
Peter Lynch is one of the most successful investors of all time

He grew his fund from $20 million to over $ 14 billion in just 13 years.

Here are 10 things you can learn from him: Image 20 Golden Rules of Peter Lynch: Image
Jul 26 11 tweets 3 min read
Warren Buffett outperformed the market for more than 60 (!) years

Here are 10 things I learned from The Oracle of Omaha: Image "The ideal business earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.” Image
Jul 25 11 tweets 3 min read
Those who keep learning keep rising in life

Here are the investment philosophies of some of the best investors in the world

1. Warren Buffett Image 2. Charlie Munger Image
Jul 24 4 tweets 1 min read
Mark Leonard turned $25 Million into $80 Billion

His shareholder letters are full of wisdom

I am sharing them all in one handy PDF: Image Grab all shareholder letters of Mark Leonard for free here: compounding-quality.ck.page/3598b0fcdc
Jul 24 11 tweets 3 min read
Charlie Munger is my role model

I wish I knew these 10 things 20 years ago

1. Avoid a victim mentality Image 2. Don't pretend to know everything Image
Jul 23 4 tweets 2 min read
Rakesh Jhunjhunwala is the best investor you've never heard of.

He compounded at 65% (!) per year for 37 years.

This means $1 turned into $15 billion!

Today I am sharing all his public writings with you for free: Image Rakesh Jhunjhunwala managed to turn $1 into $15 billion!

In this document, you'll learn everything about his investment strategy.

Grab it for free here: compounding-quality.ck.page/e24c0113b0
Jul 23 8 tweets 2 min read
Accounting Cheat Sheet

7 pages with everything you need to know

1. Image 2. Image
Jul 23 13 tweets 5 min read
Warren Buffett once said:

"Diversification is protection against ignorance"

Here are his top 10 positions, accounting for more than 80% of his portfolio: Image 1. Apple (AAPL)

Designs, manufactures, and markets smartphones, tablets, computers, and wearables; offers software, services, and digital content worldwide.

- Net Profit Margin: 26.3%
- ROIC: 29.5%
- Forward PE: 32.7x
- Long-Term Growth Est.: 10.4% per year Image
Jul 22 12 tweets 3 min read
Mohnish Pabrai once said:

“I'm a shameless copycat. Everything in my life is cloned"

Here are the stocks the best investors in the world own: 1. Warren Buffett Image
Jul 21 12 tweets 3 min read
Walt Disney once said:

"You can feel quality. Once you see it, you'll recognize it immediately."

Here are 10 Quality Stocks you should know

1. Adyen Image 2. Ferrari Image
Jul 20 8 tweets 2 min read
7 Visuals every investor should memorize:

1. Stocks always win in the long term Image 2. There will always be a reason to sell

h/t @ritholtz Image
Jul 19 15 tweets 4 min read
Use these criteria to eliminate 95% of stocks:

- Net Debt < 0
- ROIC > 15%
- Revenue growth > 12%
- Free cash flow growth > 15%
- No increase in outstanding shares

12 Stocks that match these criteria 1. Alphabet Image
Jul 16 7 tweets 3 min read
5 Key Financial Ratios:

• Liquidity
• Leverage
• Efficiency
• Profitability
• Market value

I'll teach it to you in 2 minutes: Image • Liquidity

Can a company repay its creditors in the short term?

Look at 3 kinds of ratios:

▪️Asset Ratio
▪️Earnings ratio
▪️Cash Flow ratio Image
Jul 15 9 tweets 3 min read
Are you looking for investment ideas?

These lists will help you tremendously

1. Undervalued wide moat stocks by Morningstar: Image 2. Barron's Multibagger list: Image
Jul 14 4 tweets 2 min read
I read everything Charlie Munger has ever said and written so you don't have to

It took me 24 hours (50 pages per hour for 1,200 pages)

And I summarized it for you in this free e-book: Image Grab the resource for free here: compounding-quality.ck.page/8059929664
Jul 14 23 tweets 8 min read
20 Quality Stocks You Should Know

Monopolies and oligopolies outperform the market over time

Here are 20 stocks that should beat the S&P 500: Image 1. S&P Global ($SPGI)

S&P Global provides clients with financial information services (credit ratings, benchmarks, ...) in the capital and commodity markets.

- Net Profit Margin: 21.0%
- ROIC: 44.6%
- Forward PE: 32.8x
- Long-Term Growth Est.: +13.6% per year Image
Jul 12 11 tweets 2 min read
10 Quotes that changed my life:

“The more easily you get offended, the less intelligent you actually are.”
— Naval Ravikant Image “I don't have talent, so I just get up earlier.”
— Henry Rollins
Jul 11 8 tweets 2 min read
7 Visuals to increase your success

1. Habits Image 2. Pareto Image
Jul 11 9 tweets 2 min read
Financial Statements

Simplest explanation ever

Let me teach you what you need to know: Image Image
Jul 10 11 tweets 3 min read
10 Nuggets from Charlie Munger that will help you to live a successful life

1. The first $100K Image 2. "My partner Charlie Munger says there is only three ways a smart person can go broke: liquor, ladies and leverage" - Warren Buffett Image