Lex◇investor

I’m nobody—but I put my dollars to work w/ a vengeance •Self-made millionaire •Buying well lowers risk, patience gets paid •A worker investing 55%

[Lex◇investor @Inves2grow]

The price action & chart is a go—so added back to previous levels.

I also added to $BTI.

•5 positions
+77% returns 13 mo.
•98% in 4 names
0% AI/tech direct exposure
74% healthcare
24% consumer non cyclical
98% value leaning, growth

[Lex◇investor @Inves2grow]

$MU short term trade closed. I’m not greedy—just harvesting what I see.

A month or so ago, $UNH & $MOH popped hard after earnings, I trimmed those positions back—letting the price age & settle…

1/2

[Lex◇investor @Inves2grow]

@negligible_cap @taobanker Yes, let us all study crap “investments” for “200 hours” that “99.99% of” real investors wouldn’t touch, then make sure we’re publicly featured in an article. Pinnacle of dumbfuckery.

[Lex◇investor @Inves2grow]

@ArneUlland My guess—Verisk is safe.

[Lex◇investor @Inves2grow]

@FromValue I think I’ve got it. It’s a small cap. It’s headquartered in a town that starts w/ the 8th letter of the alphabet.

[Lex◇investor @Inves2grow]

@bucketshopcap wtf

[Lex◇investor @Inves2grow]

@MauiBoyMacro File this under “grifter who’s selling an illusion.”

“CEO of Alpha”
147K followers (bots)

[Lex◇investor @Inves2grow]

@davey_juice It takes a mental illness & a rocket-rider membership.

[Lex◇investor @Inves2grow]

@MantisInvests Great one.

[Lex◇investor @Inves2grow]

Anyone want to throw out their investing book picks that are worth a re-read? (2X worthy)

[Vancouver Value Investor @BCValueInvestor]

@Inves2grow your X profile cover photo shows some investment classics

Of these books, which ones would you recommend reading twice before picking a new book?

[Lex◇investor @Inves2grow]

@amitisinvesting You’re describing market efficiency, which has always been in play. It’s not different this time. We’re always making decisions on incomplete information. We have access to more info, but we’re not better (as a crowd) at resisting “to the moon” narratives. The market is human.

[Thomas Chua @SteadyCompound]

Back in 2020, I started this account to post stock breakdowns from my lunch break.

Hardly anyone read them.

Today, something I still can't quite believe: I wrote a book.

📖 The Lunch Break Investor

Out 18 August with Harriman House

For people with real jobs, families & lives who still want to invest properly.

One big shift: Stop renting stocks. Start owning businesses.

One focused lunch break at a time.

What’s your biggest struggle investing while busy? Reply 👇 I’ll share a tip from the book.

[Lex◇investor @Inves2grow]

@Asker_itwasme Located it, read the summary & grabbed a screenshot. Definitely interested. Thank you.

[Lex◇investor @Inves2grow]

@orrdavid @drterrysimpson When you have zero connections & few options, it’s definitely for the education.

[Lex◇investor @Inves2grow]

@LionheartInves1 I like it when a list includes many I don’t yet own. 🔥

[Lex◇investor @Inves2grow]

@BCValueInvestor “Poor C. Almanac” is on my list to purchase. Fisher was great.

[Lex◇investor @Inves2grow]

@BCValueInvestor Interesting—I’m aware of that title (have screenshot somewhere). I’ve a book-buy list that includes Edgar Morin “On Complexity”. I should locate both.

[Lex◇investor @Inves2grow]

@BCValueInvestor I tend to be fascinated by the behavioral & psychological aspects of the market.

[Lex◇investor @Inves2grow]

@BCValueInvestor …but I could easily reread: Schwager’s first “Market Wizards: Top Traders”, “The Snowball”, “Your Money & Your Brain” by Zweig, “Reminiscences of a Stock Operator”, etc.