Latest Twitter Threads by @QCompounding on Thread Reader App

Jul 27 • 12 tweets • 3 min read

10 Quality stocks you should know

Here are 10 wonderful companies that you could buy at a fair price

1. Alphabet

2. Dream Finders Homes

Jul 26 • 14 tweets • 4 min read

Amortization vs Depreciation.

Both reduce asset value over time, but they aren’t the same thing.

Here’s the simple way to finally understand the difference:

1. What’s the Difference?

Jul 24 • 31 tweets • 7 min read

MEGA COMPILATION

30 Visuals EVERY investor should know

1. How to read an annual report

2. How to analyze stocks

Jul 24 • 18 tweets • 4 min read

Most people throw around economic terms without knowing what they mean.

Want to sound smarter or understand the news better?

Here are 15 economic terms explained in plain English

1. Gross Domestic Product

Jul 20 • 16 tweets • 4 min read

15 Investing visuals to change everything:

1. Companies with reinvestment opportunities

2. The 100-Age Rule

Visual by Finology.in

Jul 19 • 12 tweets • 3 min read

Investing is all about finding a reason to say no as soon as possible.

Here are 10 red flags you should watch out for:

1. 🚨 Declining Gross Margins

If revenue grows but gross margin shrinks, the company might be facing rising costs or pricing pressure.

A warning sign of declining competitiveness.

Jul 18 • 14 tweets • 4 min read

Joel Greenblatt averaged 40% annual returns.

Not once. Not twice.

But for over 20 years!

He shared his exact method in The Little Book That Still Beats the Market.

Here are the 10 biggest lessons:

1. Stocks aren’t lottery tickets

Jul 14 • 12 tweets • 4 min read

Mental Models Every Investor Should Use

Want to think like Buffett, Munger, and Dalio?

Here are 9 timeless mental models for investors:

1. First Principles Thinking

Break problems down to their fundamental truths.

Instead of copying others, ask:
- What do I know for sure?
- What must be true for this investment to work?

Great for cutting through hype.

Jul 12 • 11 tweets • 3 min read

Markets are smart. But are they *too* smart? 📈

The Efficient Market Hypothesis says you can't beat the market.

Let’s break down what that really means (and why it matters).

1. What is the Efficient Market Hypothesis?

Jul 10 • 13 tweets • 5 min read

Chuck Akre is one of the greatest investors you’ve never heard of.

His focus? “Compounding machines.”

Here are the top 10 stocks he's betting on:

1. $MA – Mastercard: 17.6% of the Portfolio

Mastercard runs one of the world’s largest payment networks, powering trillions in global transactions.

Its business model is capital-light with incredibly high margins.

Akre loves it for its dominant network effects.

Jul 9 • 12 tweets • 4 min read

Charlie Munger once said:

"if you invest in a business that can compound high returns on invested capital, you will likely outperform even if you overpay."

Here's what you need to know about ROIC:

1. Let’s start with a simple example:

Jul 9 • 11 tweets • 3 min read

Confused by Enterprise Value, Market Value, and Book Value?

You're not alone

These terms sound similar but mean very different things.

Let’s break down what truly drives a company’s worth.

Why do these value matter?

Jul 8 • 10 tweets • 4 min read

The Intelligent Investor by Benjamin Graham is the bible of value investing

There are 3 timeless lessons investors MUST know

Let's break it down:

1. Margin of Safety

The #1 rule of intelligent investing: Don't lose money.

Only buy a stock when it’s priced well below its intrinsic value.

Why? Because you could be wrong, and markets are unpredictable.

A Margin of Safety protects you from downside.

Jul 6 • 17 tweets • 4 min read

15 Investing visuals to change your life:

1. The Wall of Worry by @fundhouse

@fundhouse 2. Where the bulls are by Riverplace Capital

Jul 5 • 12 tweets • 4 min read

I LOVE listening to podcasts while working out or driving

It's the best way to educate yourself

Here are 9 Finance Podcasts everyone should know:

1. The Investor’s Podcast (We Study Billionaires)

A podcast about value investing, analyzing the strategies of billionaires like Warren Buffett, and understanding long-term market trends.

Jul 5 • 23 tweets • 6 min read

Want to master your finances fast?

These 20 basic accounting formulas are the building blocks of investing.

Learn them once, use them for life:

1. Current Assets

Jul 4 • 18 tweets • 4 min read

Finance pros throw around fancy words.

But what do they actually mean?

Here are 15 complex finance terms explained simply:

1. Price-to-Earnings Ratio

Jul 3 • 17 tweets • 4 min read

15 visuals every investor should know

1. In the long term, stocks are the best investment:

2. The 10 greatest acquisitions of all time:

Jul 1 • 8 tweets • 2 min read

The only thing that matters for businesses?

Cash Flow. It's the lifeblood of a business.

Let's break it down:

1. What is a Cash Flow Statement?

Jun 28 • 9 tweets • 3 min read

Profit on paper but no cash in hand?

There's a big difference between the Income Statement vs Cash Flow Statement

This e-book explains everything:

1. Introduction

Jun 25 • 13 tweets • 5 min read

"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%:

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.

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