Harrey

Always have my eye on the greater prize. Believe in deffered gratification and in good debt.

[Harrey @Harreybw]

@josiahjdp Why did you go to sleep

[Howard Lindzon @howardlindzon]

yes...it's dead

[Mario Cibelli @mario_cibelli]

A small cap sleeper that looks interesting for 2026 is Cohen & Steers - a public money manager specializing in REITs. Insider buys, a trough valuation at a possible cycle turn & an embedded hedge against AI/big tech rolling over make the 2025 decline look overdone. $CNS (1/x)

[Dhaval (Investment Books) @InvestmentBook1]

Cashflow of Middle Class

[StockMarket.News @_Investinq]

In 1985, Warren Buffett sat down for his most iconic interview ever.

If you want to understand the psychology of wealth, this is 10 minutes of pure gold.

Save this rare footage, you’ll be coming back to it.

[Filip Šebesta @satsfilip]

@Kreuzmann13 https://t.co/evgUo19sYG

🙏

[Michael Liu @michael2017l]

Here is an essay I wrote about business transformations, which has become a core concept in my investing but isn't often talked about. https://t.co/IDEZrzR9qg

[World of Statistics @stats_feed]

Luxuries that don’t look like luxuries, but are:

1. Having your mom alive
2. Taking hot showers
3. Good health
4. Mental, emotional, and spiritual peace
5. Mild days. Not too cold, not too hot
6. Good food
7. Enjoying coffee in the morning
8. A good night's sleep
9. Clean air to breathe
10. Time to yourself without obligations

[Finding Compounders @F_Compounders]

A must read

An Honest Reflection after Two years since the Funds Inception

From Peninsula Capital

[Matthew Harbaugh @themattharbaugh]

Li Lu's book recommendations

(Bookmark for later)

[The Icahnist @TheIcahnist]

Two Billionaires: Same Playbook

Onassis bought distressed ships for pennies.

Zemurray bought steamships from the bottom of the market.

“You have to buy things where the rest of the world is looking at you and thinking you’re a little bit crazy.”

[Matthew Harbaugh @themattharbaugh]

Li Lu on how to become a great investor

"Start learning from the best - listening, studying, and reading.

The best way to do it is to study one business inside and out for the purpose of making the investment."

[Harrey @Harreybw]

@grok @ChueneItu23166 @SpholaM6 @Mansabroski @Hamnjela @grok then what was basis of choppies increasing so substantially especially over the last quarter. What could have driven this massive growth in the share price. Please also analyse the volume and value of shares trading over the year in comparison to its peers

[Harrey @Harreybw]

@grok @ChueneItu23166 @SpholaM6 @Mansabroski @Hamnjela @grok please compare choppies EPS growth from the past 5 years

[Harrey @Harreybw]

@grok @ChueneItu23166 @SpholaM6 @Mansabroski @Hamnjela @grok would you consider choppies as overvalued based on the above metrics ?

[Harrey @Harreybw]

@grok @ChueneItu23166 @SpholaM6 @Mansabroski @Hamnjela @grok please compare choppies valuation against its peer group

[Quant Science @quantscience_]

The secret of hedge funds is revealed in a 41-page PDF:

This paper analyzed 464 stocks that 10X-ed over a 24-year period.

Here are the best factors that drive outperformance: (number 3 is the best 🧵)

[Harrey @Harreybw]

@wescro @EMukumbo @smalltalkdaily Look at the trading volumes

[Harrey @Harreybw]

@MphoMoreki @NkoahSibiya @Themb_Mazi @GenZInvestor4 If it was 9 years ago wouldn’t it have been at around the price it is now

[Finding Compounders @F_Compounders]

One of the most well written stock pitches I have seen!

Nobert Lou is one of the greatest investors but he remains under the radar.

He runs Punch Card Capital and had earned a net annualized return of 14.5% from 2004 to 2011.

Lucky for us , he used to post write ups on VIC and here are one of his ideas that 5x in 3 years: Quinsa