If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.
But finding them is hard.
1/ My most popular tweets of 2020 by month (thread)
January:
A reminder of @morganhousel cash strategy.
For every $1,000 in cash:
More: ⬇️⬇️⬇️⬇️⬇️
If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.
But finding them is hard.
Millennials have seen tech crash, 2008, and now #COVID19
I'm worried that many of them will swear off the stock market -- the greatest wealth-building device ever -- for life.
Want to see the checklists used by
Buffet
Dalio
Fischer
Graham
Greenblatt
Klarman
Marks
Munger
and more?
https://t.co/lrR1Fwe2WE
When the P/E ratio is:
Useless (Stage 1, 4) - $MDB, $SHOP, $PINS, $GME, $JCP
Semi-useful (Stage 2) - $TTD, $NFLX
Useful! (Stage 3) - $MSFT, $AAPL, $V
In determining valuation
Thread on the presentation that I give at my kid's stock about the stock market
https://t.co/Qf1SQxjEQ3
This school year, I lectured at my kid's school
— Brian Feroldi (@BrianFeroldi) June 13, 2020
I taught 2nd - 5th grade about investing/money
11 classes/250 kids.
My goal was to maximize ENGAGEMENT, so I made it as FUN as possible@themotleyfool has taught me that headlines matter, hence title :)
Details below: \U0001f447\U0001f447\U0001f447 pic.twitter.com/BYktP1NDUm
Amazing slide from @socialcapital on how $AMZN gradually turned all of its major costs into sources of revenue
This is beyond brilliant
Warren Buffett is worth $90 billion
$89.7 billion of that was generated after he turned 50
Characteristics of stocks with 10x potential:
1) Market cap <$5 billion
2) Building a moat that could be wide eventually
3) Huge TAM
4) Recurring revenue
5) Stable/expanding margins
6) Great management team
Invest in:
Your skills
Your home
Your family
Real Estate
Your health
Your network
Your community
The stock market
Your relationships
Your balance sheet
More from Brian Feroldi
Last week, I asked my followers to share their favorite Twitter threads
I receive tons of wonderful replies and read through them all
Here are 31 amazing threads that are well worth your time ⬇️
1/ @10kdiver on
2/ @aaronbush100 on 20 semi-controversial investing
3/ @annieduke on category
4/ @awilkinson on losing
I receive tons of wonderful replies and read through them all
Here are 31 amazing threads that are well worth your time ⬇️
1/ @10kdiver on
1/
— 10-K Diver (@10kdiver) April 10, 2021
Get a cup of coffee.
In this thread, I'll walk you through the basics of leverage -- in our personal lives and in the companies we invest in. pic.twitter.com/9MilmwE9f7
2/ @aaronbush100 on 20 semi-controversial investing
20 semi-controversial investing beliefs [THREAD]:
— Aaron Bush (@aaronbush100) May 24, 2020
3/ @annieduke on category
The most dangerous category of poor decisions are ones that remain easily hidden from view because any instance of that type of decision is so easy to rationalize.
— Annie Duke (@AnnieDuke) October 7, 2020
1/12
4/ @awilkinson on losing
This is a story about how I lost $10,000,000 by doing something stupid.
— Andrew Wilkinson (@awilkinson) March 30, 2021
Ten. Million. Dollars.
Literally up in smoke. Money bonfire.
That\u2019s enough to retire with $250,000+ in annual income.
Here\u2019s what happened\u2026
More from Finance
THREAD: Who are the rising stars of Chinese elite politics in the central Party-State bureaucracy?
For @MacroPoloChina I analyzed last year's ministerial-level promotions to posts in Beijing
TLDR: Ties to Xi Jinping—or a Xi ally—are very helpful! (1/14)
https://t.co/kO2A0Efyq2
Seven politicians were promoted to ministerial-level positions in central Party agencies last year
All are likely to feature on the next Central Committee selected at the 2022 Party Congress
Some could make the CCP's elite 25-person Politburo (2/14)
https://t.co/kO2A0Efyq2
Likeliest for the Politburo is Meng Xiangfeng, new Executive Deputy Director of the CCP General Office
He would replace Xi ally Ding Xuexiang as CCP chief-of-staff if Ding is promoted further in 2022
Meng worked under Xi allies Cai Qi in Hangzhou and Chen Xi in Liaoning (3/14)
Less likely for the Politburo but still important is Jiang Jinquan, new Director of the CCP Policy Research Office
He replaces 5th-ranked leader Wang Huning who led the Party's brains trust for 18 years
Wang remains prominent and will be <68 in 2022, so he'll stay around (4/14)
Other notable central Party promotions include Li Shulei and Liang Yanshun, who both assisted Xi when he led the Central Party School from 2007-2012
Li is a political conservative who is said to be quite close with Xi, even drafting his 2014 speech on culture and art (5/14)
For @MacroPoloChina I analyzed last year's ministerial-level promotions to posts in Beijing
TLDR: Ties to Xi Jinping—or a Xi ally—are very helpful! (1/14)
https://t.co/kO2A0Efyq2
Seven politicians were promoted to ministerial-level positions in central Party agencies last year
All are likely to feature on the next Central Committee selected at the 2022 Party Congress
Some could make the CCP's elite 25-person Politburo (2/14)
https://t.co/kO2A0Efyq2
Likeliest for the Politburo is Meng Xiangfeng, new Executive Deputy Director of the CCP General Office
He would replace Xi ally Ding Xuexiang as CCP chief-of-staff if Ding is promoted further in 2022
Meng worked under Xi allies Cai Qi in Hangzhou and Chen Xi in Liaoning (3/14)
Less likely for the Politburo but still important is Jiang Jinquan, new Director of the CCP Policy Research Office
He replaces 5th-ranked leader Wang Huning who led the Party's brains trust for 18 years
Wang remains prominent and will be <68 in 2022, so he'll stay around (4/14)
Other notable central Party promotions include Li Shulei and Liang Yanshun, who both assisted Xi when he led the Central Party School from 2007-2012
Li is a political conservative who is said to be quite close with Xi, even drafting his 2014 speech on culture and art (5/14)
You May Also Like
Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
https://t.co/6cRR2B3jBE
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.
https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.
https://t.co/FBfXhUrH5d
Microorganisms in biofilms are enclosed by an extracellular matrix that confers protection and improves survival. Previous studies have shown that viruses can secondarily colonize preexisting biofilms, and viral biofilms have also been described.
...we raise the perspective that CoVs can persistently infect bats due to their association with biofilm structures. This phenomenon potentially provides an optimal environment for nonpathogenic & well-adapted viruses to interact with the host, as well as for viral recombination.
Biofilms can also enhance virion viability in extracellular environments, such as on fomites and in aquatic sediments, allowing viral persistence and dissemination.