Latest Twitter Threads by @QCompounding on Thread Reader App

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

Oct 11 • 18 tweets • 5 min read

Want to sound smart in finance?

In this thread, I’ll explain 15 key corporate finance terms in simple words.

By the end, you’ll understand the language of investors like a pro.

1. Net Present Value (NPV)

Oct 10 • 22 tweets • 5 min read

My 20 favorite investing visuals

Every investor should memorize these eye-openers:

1. How to analyze Free Cash Flow

2. 15 Timeless investing principles

Oct 9 • 12 tweets • 3 min read

7 Cheat Sheets to Change Your Life

1. Finance Cheat Sheet

2. Excel Cheat Sheet

Oct 7 • 13 tweets • 3 min read

Discover the core of economics in minutes.

This PDF breaks down 20 key terms in a super clear way.

Perfect for anyone who wants to understand markets fast:

Oct 6 • 22 tweets • 7 min read

Want to build wealth but don’t know where to start?

These 20 investing books created millionaires:

1. The Intelligent Investor – Benjamin Graham

The bible of value investing.

Warren Buffett calls it “by far the best investing book ever written.”

2. Common Stocks and Uncommon Profits – Philip Fisher

Introduced the idea of investing in quality businesses, not just cheap ones.

Focuses on long-term growth, management quality, and innovation.

Oct 6 • 7 tweets • 2 min read

Charlie Munger once said this about Richer Wiser Happier:

“One of the best investing books ever written.” —Charlie Munger

Here are the most timeless lessons from William Green's classic:

Oct 5 • 14 tweets • 3 min read

The 25 best quotes of Charlie Munger

1. Investing is where you find a few great companies and then sit on your ass.

2. The big money is not in buying or selling, but in the waiting.

3. Like Warren, I had a considerable passion to get rich, not because I wanted Ferrari's - I wanted the independence. I desperately wanted it.

4. We have a passion for keeping things simple.

Oct 5 • 18 tweets • 6 min read

16 Biases that distort your Decision-Making

1. Anchoring Bias

You rely heavily on the first piece of information you receive.

Example: First seeing an expensive watch makes others seem cheaper.

2. Authority Bias

You trust opinions from perceived authorities more.

Example: Believing a product is good because a celebrity endorses it.

Oct 1 • 10 tweets • 3 min read

7 Cheat Sheets to Change Your Life

1. Finance Cheat Sheet

2. Excel Cheat Sheet

Sep 21 • 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:

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