On Seeking Alpha, "Integrator" (not sure about Twitter presence) is one of my favorite authors along with
@FromValue
@andrescardenal
@EconomyApp
Bert Hochfeld
👏👏
Few of my fav articles of his.
1⃣ The 5 Elements That Make For An Outstanding
2⃣ On Lessons from Buffett.
-Seek Economic Moats in any investment
-Having an awareness of your circle of competence
-Investing for the ultra long term
-Take advantage of a bargain hiding in plain sight
-Preservation of Capital, Above
3⃣ 5 Common Mistakes In Evaluating High-Growth Companies
-It has already gone up so much.
-Fearing short interest
-Fearing future Competition
-Fearing stock dilution due to secondary offerings
-Fearing current
4⃣ Ways Investors Cheat Themselves Out Of Long-Term Wealth Creators
-This business doesn't make any money!
-Thinking that you're too late
-Stock volatility
-High Valuation
-About Voting rights
-Aversion to 'averaging
5⃣ The 5 Important Rules For Surviving A Major Economic Downturn
-Strong cash reserves
-Low debt levels
-Good cash flow generation
-An absence of secular headwinds
-Transparent and easily understood