Latest Twitter Threads by @QCompounding on Thread Reader App

Dec 13 • 13 tweets • 5 min read

The best slide deck ever?

J.P. Morgan's 'Guide to the Markets'

Here are the top 10 charts every investor should see right now.

1️⃣ The S&P 500 Always Comes Back

This chart shows the S&P 500 from 1997 to 2025.

Since the 2009 low, the index is up more than +900% at its peak.

Even after drops of -34% (COVID) and -25% (2022), prices made new highs.

Dec 9 • 12 tweets • 5 min read

Bargain alert:

Many high-quality stocks are trading at attractive valuation levels.

Here are 10 compounders that have dropped more than 20% this year:

1. Computer Modelling Group () — down 52.2% YTD

A Canadian small-cap focused on reservoir-simulation software for the oil & gas industry.

It builds models that help energy companies predict how wells behave underground to optimize extraction. CMG.TO

Dec 7 • 11 tweets • 4 min read

12 visuals that will shape your investing philosophy:

1. Time in the market beats timing the market

2. The Market Can Stay Irrational Longer Than You Can Stay Solvent

Everyone is a genius in a bull market.

Only when the tides go out do you discover who is swimming naked.

Watch out for chasing trends and hype stocks.

Dec 6 • 12 tweets • 4 min read

My all-time favorite investing book?

It might be One Up on Wall Street. It's full of investment wisdom

Here are the 10 most valuable lessons from this classic

1. Stay within your circle of competence

Only invest in what you understand

Nov 29 • 14 tweets • 4 min read

Everyone should read Poor Charlie's Almanack at least once a year.

Every single sentence is pure magic.

Here's a detailed summary:

1. Introduction and Dedication

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

Share this page!

Enter URL or ID to Unroll