Cage The Giraffe

[10-K Diver @10kdiver]

1/

Get a cup of coffee.

In this thread, I'll walk you through a probabilistic thought experiment.

This will help you appreciate some key investing concepts:

- SURVIVAL is key,
- we need LONG TERM focus,
- the LUCK vs SKILL conundrum, and
- the CERTAINTY vs UPSIDE trade-off.

[Brian Feroldi @BrianFeroldi]

10 CRITICAL investing lessons I wish I could teach my younger self:

[Sahil Bloom @SahilBloom]

Every year on my birthday I write a letter to my future self.

It’s been a 10x unlock for my life.

Here’s why you should start doing it:

[Ali @AliTheCFO]

• Your 1st workout will be bad
• Your 1st podcast will be bad
• Your 1st video will be bad
• Your 1st speech will be bad

But you can’t make your 100th without doing your 1st.

Get started and you'll get better

[Brian Feroldi @BrianFeroldi]

Capitalism is brutal

If you invest, you MUST know how to identify a moat

Here are 9 financial “rules of thumb” that Warren Buffett uses to tell if a company has one:

[10-K Diver @10kdiver]

A CEO can generate enormous wealth for the owners of a business — by allocating the business’s capital wisely.

Here’s a “toolbox” for making such decisions:

(i) raising capital intelligently, and then
(ii) using that capital sensibly.

[Ming Zhao @FabiusMercurius]

Net Income vs. "Adjusted Net Income"

Just met a trader who's up 350%+ in 2022!
His strategy:
1. Look for one-time expenses the Street is missing.
2. Recalculate adjusted net income.

What's that?
Let's do a deep-dive.
👇

7 One-time items an investor should NEVER overlook.
🧵/

[Brian Feroldi @BrianFeroldi]

10 Twitter threads that are 100% worth your time:

[litquidity @litcapital]

Saving Capital Markets - coming soon to a theater near you

[Wall Street Memes @wallstmemes]

If it’s good enough to screenshot, it’s good enough to sell 😩

[Brian Feroldi @BrianFeroldi]

🔭Use a watchlist to track ideas
📄Use SEC filings to do research
🗣️Use a story to build a thesis
✅Use a checklist to assure quality
📝Use a journal to document your thoughts
🔢Use financials to validate your thesis
📈Use a benchmark to ensure the effort is worth it

[Sahil Bloom @SahilBloom]

Every Sunday morning, I do a quick review of the prior week:

• What gave me energy?
• What drained my energy?
• What should I have said no to?
• What could have been delegated?

It’s a simple, effective way to close out the prior week and set intentions for the week ahead.

[Brian Feroldi @BrianFeroldi]

The 15 best FREE investing resources on the internet:

[Sahil Bloom @SahilBloom]

20 ideas I can’t stop thinking about:

[Brian Feroldi @BrianFeroldi]

10 AMAZING Twitter threads that are well worth your time:

[Vince Stanzione @Vince_Stanzione]

$AAPL Apple trades at unsustainable valuations - the gains of the last 2 years whilst impressive are not matched by EPS - Many think Apple is a safe bet as $IBM was when I was starting out.. I am not so sure.🍏 h/t Ruffer Investments chart. note Apple is 12.5% of $QQQ

[Easlo @heyeaslo]

80% of success is just showing up.

1. Read 1 page every day.

2. Write 1 tweet every day.

3. Meditate 1 min every day.

4. Workout 5 mins every day.

Start showing up every day.

[Brian Feroldi @BrianFeroldi]

Knowing when to sell is much harder than knowing when to buy

Here are the 11 reasons why I'll sell a stock:

[Antonio Linares @alc2022]

Why $SPOT is the next $GOOG 🧵

[Joma Tech @jomatech]

if Wolf of Wallstreet were about crypto...