AngieLo

I'm addicted to self-improvement and learning from great investors.
Sharing investing ideas and life lessons I've learned.

[AngieLo @AngieLWM]

Warren Buffett found the Buffett Partnership at the age of 25

The partnership hasn’t had one year of losing money

It achieved 31% annual return for 12 years

In 1969, after Buffett closed the partnership

Forbes published an article on him for the first time

My takeaways:

[Snowball Captial ❄️☃️ @SnowballCaptial]

Just watched Mohnish Pabrai's Wagons ETF ($WAGN) shareholder call (Sep 23). Here's what stood out to me 🧵👇

1. The name says it all. "Circle the wagons" means you guard your highest-conviction ideas. When redemptions come, those are the last things you sell. Great results usually come from a few great businesses held for a long time. The hard part isn't finding them, it's not selling them.

2. Reysas (Turkish logistics real estate) is the largest position. Mohnish caps his exposure at 30% across his funds, out of respect for the founding family. His rule: "We sell when the family sells."

3. On $RIG: yes, the debt is high. But after the Valaris merger, leverage drops sharply, and management wants to take debt to zero.

4. On $CSU.TO: Mark Leonard has fully stepped back for health reasons, but Mohnish believes the DNA is now hard-wired into the organization.

5. Met coal: he prefers Warrior over Alpha because Warrior sits at the bottom of the cost curve, "the Aramco of met coal."

6. He exited Mongolian Mining. He likes the business, but couldn't underwrite the risk of the government reopening mining terms. Knowing when you can't assess a risk is a skill too.

7. Method over labels. He doesn't think in terms of "cyclicals vs compounders." He looks at where a company sits on the cost curve, and at management's energy, creativity and integrity.

Huge thanks to @MohnishPabrai for sharing so openly and generously. These calls are a free masterclass in value investing. Grateful for the education. 🙏❄️

Full call: https://t.co/irQPqtpujx

Source: Pabrai Wagons ETF shareholder call replay, Sep 23, 2026

[周览资源 @grgerwcwetwet]

硬核高能！

强烈建议每一个想提高效率的人，看懂 埃隆·马斯克 的五步工作法。

这是他在 SpaceX 和 特斯拉 内部反复验证的方法论。

核心只有5步，但几乎能解决90%的低效问题。

很多人忙了一整天，其实都在做“无效工作”。

如果你经常感觉效率低、任务堆积、节奏混乱，看完这一套会非常清醒。

——建议收藏，反复看。

[Morgan Stanley @MorganStanley]

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

[iPaul @iPaulCanada]

乔治·索罗斯：我认识的金融市场。喜欢投资的朋友们收好了！

[Steve Burns @SJosephBurns]

“I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction.”

- Stanley Druckenmiller

[StockMarket.News @_Investinq]

Bill Ackman on how to maintain clarity when everything is going wrong.

This is a masterclass in psychological resilience.

[AngieLo @AngieLWM]

@HeroDividend 😂

[Goshawk Trades @GoshawkTrades]

This is Stanley Druckenmiller.

He averaged 30% annual returns for 30 years without a single losing year.

In 2009, he sat down for an 82-minute interview and revealed his entire approach.

Here are the 5 most powerful lessons from it:

[Compounding Quality @QCompounding]

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.”

[Kintsugi Investing @kintsugiinvest]

Howard Marks just spoke on Bloomberg.

Not to panic.
Not to predict.

But to explain how Liberation Day reshapes the rules of investing.

Here are my distilled insights:🧵

[Quartr @Quartr_App]

We've got the perfect weekend read for you.

In this exclusive interview with @chriswmayer, the author of 100 Baggers, he shares insights on what drives long-term shareholder value, one of his current holdings, and the most common mistakes investors make. https://t.co/AEEQMawaV2

[AngieLo @AngieLWM]

@SteadyCompound Thank you so much for sharing Thomas! 😀

[AngieLo @AngieLWM]

@elonmusk Lmao 🤣

[AngieLo @AngieLWM]

@InvestInAssets Very full of wisdom! Thanks for sharing :)

[AngieLo @AngieLWM]

What would you do if you’ve earned your first one million dollars?

[LEI @TheMarketMemo]

全球最佳商業模式（公司）
by: Morgan Stanley Research

[AngieLo @AngieLWM]

Therefore, it cannot be said that long-term holding is value investing, and non-long-term holding is not value investing.

［Non-official translation from Zhang Lei’s book The Value］

[AngieLo @AngieLWM]

Is long-term holding always value investing?

See what famous Chinese investor Zhang Lei said 👇🏻

[AngieLo @AngieLWM]

Long-term holding is the result, not the purpose.

It is the outside manifestation of value investing.

The realization of some values ​​requires the accumulation of time, and the realization of some values ​​only requires major changes in the environment.

[AngieLo @AngieLWM]

@Theholisticpsyc Emotionally mature is one the most neglected parts in personal development.

Before handling shits around you, learn to master yourself!

Without stable emotions, one will easily make wrong decisions.

Great thread @Theholisticpsyc!
Thanks for sharing!