BC BUSINESS
Saved by @AnmolNarula11

I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:

 The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012
1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!
2: Consumer-facing

All of these companies attract millions/billions of consumers

This eliminates customer concentration risk and enables long-term brand building
3: High sales growth

All of these companies were growing revenue 20%+ BEFORE I bought them

Sales growth is the engine that drives profit growth

Profit growth is the engine that drives stock appreciation

Find companies that can grow sales 20%+ for decades
4: Word of mouth advertising

The best advertising is no advertising

Invest in companies that make products/services that are so good that their customers do all the marketing
5: Category Mindshare

▪️Name an electric car company
▪️Name a search engine
▪️Name a streaming service

The odds are good that you said Tesla, Google, Netflix

Find companies that grab all of the mindshare in an important, emerging market
6: Pricing Power

▪️If $AMZN raised prices, would you notice?
▪️If $CMG raised prices, would you notice?
▪️If $NFLX raised prices, would you cancel?

Find companies that create so much value that they can raise prices and not lose customers
7: Optionality

$AMZN Bookseller ➡️ AWS / Everything Store
$MELI eBay of Latin America ➡️ PayPal of LatAm
$NFLX DVD-by-mail ➡️ Streaming
$TSLA Sports cars ➡️ Energy Storage

Look for companies with innovation & experimentation built into their DNA
8: Massive opportunity

▪️Facebook wants to connect the world
▪️Netflix wants to entertain the world
▪️Tesla wants the world to switch to sustainable transport

All of these opportunities are measured in the hundreds of billions (if not trillions)
9: Widening Moat

All of these companies widened their moat over time

Moat sources:
▪️Network Effect
▪️Switching Costs
▪️Low-cost production
▪️Brand

Look for companies that are building a lasting competitive advantage
10: Distinctive cultures

▪️ $NFLX 125-slide culture presentation

▪️ $TSLA attracts people who believe deeply in Tesla’s mission

▪️ $AMZN culture celebrates experimentation

Great cultures attract great employees

Find cultures that stand out!
Important:

To earn multi-bagger returns I had to hold through:

▪️50%+ declines
▪️Short-seller reports
▪️Public Relations fiascos

If my behavior was wrong, I wouldn’t have earned multi-baggers

This is why I always:
Interestingly, aside from $MELI, none of these stocks were “hidden”

I had heard of:
▪️Amazon
▪️Chipotle
▪️Facebook
▪️Google
▪️Netflix
▪️Tesla

YEARS before I became a shareholder

Sometimes, great investments are obvious
What company checks all of these boxes today?

One idea: Peloton $PTON

(All the details can be found in my most recent YouTube video)

https://t.co/wFMwTR292X
Want to screen for these traits?

All of them are covered in my investing checklist

You can download a free copy of it here: https://t.co/HI5T9wZgbw
Enjoy this thread?

Follow me @brianferoldi

You may enjoy all of my other threads on money, investing, & self-improvement

https://t.co/9zUKu1NhAl
Summary:

1: Founder-led
2: Consumer-facing
3: High sales growth
4: Word of mouth
5: Mindshare
6: Pricing Power
7: Optionality
8: Huge TAM
9: Widening Moat
10: Distinctive cultures

More from Brian Feroldi

Brian Feroldi
Brian Feroldi
@BrianFeroldi
Panic selling once can destroy years of good investment decisions in an instant

but keeping your head on straight when your portfolio is tanking is hard

Here are 13 investing tips/tricks/principles that I use to keep calm when my portfolio is in free fall:

1/ Know what you own and why you own it

You can borrow stock ideas from other investors, but you can’t borrow conviction

You must understand the bull AND bear case upfront, otherwise you won’t have the conviction to hold when the price is going down

Research builds conviction

Conviction enables patience

Patience builds wealth

If a 20% drop shakes your confidence in a business, you didn’t do enough research

2/ Know what drives long-term stock returns

In the short-term, emotions & computer algorithms determine stock prices

In the long-term, profit growth determine stock prices

This is a core investing principle that you must fully embrace

Look at these long-term charts of $MSFT, $HD, and $AAPL

Net income growth & stock price growth are closely linked in the long-term

That’s not a coincidence — profit growth IS WHAT DRIVES long-term value creation
LONGTERMINVESTINGPSYCHOLOGY
Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ I'm a huge fan of checklists

I use them every day to help me find great investments

Want to create your own investment checklist?

Here are some great resources to help you get started

⬇️


2/ Here's my free public spreadsheet that details my current

3/ Here's my detailed board post about how to use the

4/ Here's a detailed thread on Michael Shern's EXCELLENT investment


5/ Here's a thread on how I created my
TRADING
Advertisement
Brian Feroldi
Brian Feroldi
@BrianFeroldi
I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”

I received 710 answers

Here are 20 top stocks that have 50x+ potential:

1: Alteryx - $AYX

Market cap: $5.1 billion

What it does: Big data analytics

2: Boston Omaha - $BOMN

Market Cap: $900 million

What it does: Berkshire Hathaway 2.0

3: Beyond Meat - $BYND

Market Cap: $7.9 billion

What it does: Plant-based meat

4: Desktop Metals - $DM

Market Cap: $2.3 billion

What it does: 3D Printing
IDEAS
Brian Feroldi (\U0001f9e0,\U0001f4c8)
Brian Feroldi (🧠,📈)...
@BrianFeroldi
How to analyze a:

▪️Balance Sheet
▪️Income Statement
▪️Cash Flow Statement

In less than 5 minutes:


Every company has 3 financial statements.

Each answers a unique question:

1. Balance Sheet: What’s your net worth?

2. Income Statement: Are you profitable?

3. Cash Flow Statement: Are you generating cash?


The financial statements are interrelated.

Each views a company’s financials from a different angle.

When combined, they provide a more complete view of a company’s true financial position.


1A: Balance Sheet

This tells you a company’s net worth at a specific point in time.

Layout:


1B: What I focus on first:

1⃣ Cash & Equivalents: How much?
2⃣ Debt: How much vs. cash?
3⃣ Goodwill: How much?
4⃣ Retained Earnings (+ T.S.): Positive?
5⃣ Receivables & Inventory: How much?
ALL
Brian Feroldi (\U0001f9e0,\U0001f4c8)
Brian Feroldi (🧠,📈)...
@BrianFeroldi
5 YouTube videos that will make you a better investor:

1/ How to read an income

2/ How to read a balance

3/ How to read a cash flow

4/ How to judge a management
ACCOUNTING

More from Business

Vijay Patel
Vijay Patel
@vijaygajera
Pratik Sinha founder of ALT news is trained comrade! He is working on Communist agenda!

Thread

How many fact check he has done about any left party?No he won’t do it!
He will do fact check of Congress and few other non Left parties just to tell the world that he is unbiased!

Mukul Sinha, father of Pratik Sinha was Comrade and her mother is also comrade. They were active member of left parties!

Mukul Sinha tried to pleased Musl!ms after 2002 Riots with his fake evidence for huge donation from Musl!m Countries.


Mukul Sinha contested Gujarat Assembly elections in 2007 from a Muslim-dominated seat Shahpur in Ahemdabad, but got just 255 (0.44%) votes, losing his deposit. 😂🤣

In 2012, Sinha contested as an independent candidate from Sabarmati in Ahemdabad, and lost again, securing just 1860 (1.23%) votes!🤣🤣

As per affidavit in 2007 he had total movable asset of Rs.23,82,309

But shockingly In 2012 he had huge hike in movable assets! He has Rs.1,08,65,799 movable assets as per affidavit.
(this information are available in affidavit. This is not privet information)
BUSINESS
Mario \u201cI have a model for that\u201d Platt
Mario “I have a model ...
@madplatt
Compliance is fundamentally at odds with innovation and continuous improvement

Compliance tends to constrain operations to narrow sets of approved sequences of tasks as the means to assure the secure attainment of certain business outcomes. But at what cost ?

🧵

Operational practices have an emergent nature to them. They’re affected by people, their expertise, their relationships, their team goals, role perceptions and also member needs as humans and professionals.
In this entangled mess of variables, aspects practice-as-done are

Constantly morphed as a response to economic pressures (deadlines, business demands), workload demands (as people tend to automate or agree patterns to reduce cognitive load of tasks and become more efficient) and understanding of safety and security related barriers.

All of these tend to be fluid and non fixed. In this continuous interaction with the environment and different pressures acting on it, there are numerous opportunities for improvements which have local relevance and emerge out of local needs and interactions of elements. However

In order to do so, and to support innovation and continuous improvement the practices need to have a requisite level of variability so practitioners exercise their Fingerspitzengefühl (fingertip feel) for what works and what doesn’t, within their constraints and pressures
BUSINESS
Advertisement
Kostas on FIRE \U0001f525
Kostas on FIRE 🔥...
@itsKostasOnFIRE
The Mother of All Squeezes

How Volkswagen went from being on the brink of bankruptcy to the most valuable company in the world in two days

/THREAD/


1/ At the peak of the 2008 financial crisis, Volkswagen was considered a very likely candidate for bankruptcy.

Heavily indebted and already financially struggling before 2008, with car sales expected to plummet due to the ongoing global crisis.


2/ With GM and Chrysler filing for bankruptcy in 2009, shorting the VW stock would seem a safe bet.

If you are not familiar with stock shorts and short squeezes check my thread


3/ On October 26, 2008, Porsche announced it had increased its stake at VW from 30% to 74%.

This was a surprise to many who were led to believe that Porsche wasn't planning a takeover of VW, based on the company's announcements.


4/ Before the announcement, the short interest was approximately 13% of the outstanding shares, a number considered relatively low.

Porsche had a 30% stake, the Lower Saxony government fund held 20% of the shares, and another 5% was held by index funds.
BUSINESS
Irina Tsukerman
Irina Tsukerman
@irinatsukerman
Thread:
An explosive new criminal complaint against Martin Inacker, the former CEO of @wpmeurocom in #Germany shows Inacker potentially double crossing his #Saudi clients by colluding with #Qatar to cover up Doha's #Hezbullah's sponsorship in exchange for hush money.


According to the complaint, Inacker had kept the terms of his initial agreement with the #Saudi Ministry of Information (following his work with the Saudi Embassy in Berlin) secret from @wmpeurocom 's Board of Directors.

He had used unethical methods to promote a hyperbolized, if not outright mendacious, brochure that was supposed to improve the image of #KSA and the royal family. He had promised a list of high level political and business context to the Saudis as part of his business.

A strategy paper developed by Inacker was leaked to the papers showing unethical, and possibly illegal pressure on ten journalists to switch their "tone" on #KSA as a result of Inacker's lobbying efforts.

However, despite throwing these journalists under the bus, by his own admission Inacker did not appear to have succeeded in pressuring them to "switch their tone". This shows Inacker's duplicity: 1) he lied to his Saudi clients about his alleged success.
BUSINESS
MaMaMia \U0001f1ec\U0001f1f7\U0001f1e8\U0001f1fe\U0001f1e6\U0001f1f2 SupportGreekProducts
MaMaMia 🇬🇷🇨🇾🇦🇲 Support...
@MaMaMia73189983
Following @BAUDEGS I have experienced hateful and propagandist tweets time after time. I have been shocked that an academic community would be so reckless with their publications. So I did some research.
The question is:
Is this an official account for Bahcesehir Uni (Bau)?


Bahcesehir Uni, BAU has an official website https://t.co/ztzX6uj34V which links to their social media, leading to their Twitter account @Bahcesehir

BAU’s official Twitter account


BAU has many departments, which all have separate accounts. Nowhere among them did I find @BAUDEGS
@BAUOrganization @ApplyBAU @adayBAU @BAUAlumniCenter @bahcesehirfbe @baufens @CyprusBau @bauiisbf @bauglobal @bahcesehirebe @BAUintBatumi @BAUiletisim @BAUSaglik @bauebf @TIPBAU

Nowhere among them was @BAUDEGS to find
BUSINESS

You May Also Like

Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Yoga Ramar Temple
#Nedungunam
#TamilNaduTemples 🚩

Yoga Ramar Temple is located near Thiruvannamalai. Shri Rama is seated with eyes closed, without any weapons. Mata Sita  pointing to the feet of Rama telling that  everyone is safe at his feet. Lakshmana standing near Shri Rama


Hanuman is seen chanting Vedas obediently sitting before Shri Rama.

Sthala Puranam says that, Sukabrahma Maharishi had been doing Tapasya here, for the darshan of Sri Rama. Prabhu Shri Ram, pleased with his tapasya, came here after Rama Ravana yudham. Since Rama was returning


after the war, he did not have any weapons with him.

Another gopuram called Kili Gopuram is there for Sukabrahma Maharishi. There is a hill nearby called Dheergachala. According to Sthala puranam, Sri Padham of Prabhu Rama are found on the top of the hill


It is said that this is the place where Shri Rama gave darshan to Suka Maharishi. Nedumgunam means which shows all qualities of Shri Rama who is Maryadha purushottam. Shri Ramanavami is very famous here.

Jai Sri Ram
🙏🕉🙏
ALL
dan spaceman
dan spaceman
@ohlaika
ugh i wanted to do a thread about the wars in Star Wars and how the two outlying wars (the clone wars in the prequels and the cold war/civil war in the sequels) are really weird but i don't feel like it any more.

my first argument is that the Clone Wars were a really complex morally gray moment in Star Wars canon in like, 5 different directions and I'd kind of like to know why Lucas did that.

especially with the direct line that's drawn in the OT with the allegory of WW2 and Vietnam with the rebels being the Vietnamese and the Empire being America. That...doesn't exist in the Clone Wars.

for starters: it's weird it's called the Clone Wars. I get why, because that's what Kenobi calls it in STAR WARS, but the clones are a small facet in the larger story of the war.

the clones basically only exist as a macguffin in AOTC that is...extremely confusing ultimately. Because if you accept that Sidious has this grand master plan to use this war to destabilize the Republic and form an Empire...it's way too complex.
CULTURE
Advertisement
Tashny Sukumaran
Tashny Sukumaran
@tashny
Surendra Ananth @surendraananth, you violated my conditional consent. I assented to unprotected intimate relations with you on the STRICT condition that you tell me if you have relations with anyone else. You failed to do so, and I became ill as a direct consequence.

You refused to reveal your own STI results to me, but claimed to others they were negative and alleged I had multiple other partners, slut-shaming me. You gaslit me saying you had told me about your other partners.

You called up @justice_sisters and @SistersinIslam to tell them I was crazy, jilted. You rebuffed attempts to organise a community mediation so we could address matters. You said I was crazy for speaking to your boss and father in an attempt to keep other women safe.

You have a PATTERN OF BEHAVIOUR of misogyny, harassment and sheer disrespect for women. This was sent to a friend of mine who has never expressed interest in you and has a partner.


You think women are playthings, notches on the bedpost. You, @surendraananth, are no human rights advocate.
LAW
Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
DODDA GANAPATHI, BENGALURU
#karnatakatemples

Dodda in Kannada means big. Sri Ganesha here is 18 ft tall in height and 16 ft wide. Dodda Ganesha is also known as Shakthi Ganapathi and Satya Ganapathi.

It is said that Kempe Gowda, the founder of Bengaluru, saw a rock here.


The rock had engravings of Ganesha. His sculptors cut the Ganesha murti from that single rock. Later, a shrine was built around the Ganesh murti.

It is believed that Dodda Ganapathi is the protector of Bengaluru. All auspicious events start by praying to Him.


Benne Alankara is the most famous festival here when about 100 kg of butter is coated over Ganapathi every four years and the rich prasad is offered to the worshippers.

Ganesha is also covered in cream colour and is decorated with golden laces and buttons
@GampaSD


The Dodda Ganapathi murti is believed to be still growing in size, especially towards right.

The weavers from old Bengaluru tie a coconut to their looms before starting work. When the work is completed, they break 100 coconuts here along with the one tied on the loom.
ALL
Respectable Lawyer
Respectable Lawyer
@RespectableLaw
There's been a lot of talk about the missionary killed by the natives of North Sentinel Island. They're probably so aggressive because of this weirdo, Maurice Vidal Portman. So here's a big thread about this creep and some facts from my decade-long obsession with the island.


The Sentinelese are often described as “uncontacted,” but this not strictly true. They had a very significant contact in 1880 with Commander Portman.

Portman, the black sheep third son of some minor noble, was assigned by the English Royal Navy to administer and pacify the Andaman Islands, a job he pursued from 1880-1900 with the full measure of his own perversity.


Portman was erotically obsessed with the Andamanese, and he indulged his passion for photography by kidnapping members of various tribes and posing them in mock-Greek homoerotic compositions.


During his 20 years in a sexualized heart of darkness, Portman measured and cataloged every inch of his prisoner’s bodies, with an obsessive focus on genitals.
SOCIETY