Kebab Finans

Investering 📊

"Du lærer ikke en dritt om aksjemarkedet før du har skin in the game" - Nelson Mandela

[Invest In Assets 📈 @InvestInAssets]

To become wealthy on your 9-5 alone is extremely hard.

It requires non-stop work for 20+ years.

Life on easy mode is having a solid 9-5, a side hustle, and spending time with friends and family while investing in income-producing assets.

[Invest In Assets 📈 @InvestInAssets]

The easiest and most certain way to become a millionaire is by saving and investing.

Here are 5 easy steps to construct a market-beating portfolio of stocks 🧵

(Detailed thread with a ton of value)

[Invest In Assets 📈 @InvestInAssets]

Wealth is made in the mind long before it manifests in reality

[Kebab Finans @Marius18438134]

@InvestInAssets Always had a hard time understanding ROA, ROE, ROIC, ROCE etc. It kinda makes sense, put kinda doesn't

[Invest In Assets 📈 @InvestInAssets]

Philip Morris $PM rundown:

- PE: 17
- Gross margin: 66,5%
- Profit margin: 28,5%
- ROCE: 58,5%
- FCF Yield: 7,5%
- FCF growth: 10% pa.
- Cash Conversion: 84%
- Interest coverage: 24x
- Dividend yield: 5,09%

$PM is a High quality business

[Invest In Assets 📈 @InvestInAssets]

Pay yourself first.

Its that simple. Before the morgage, bills and food. Invest in you. Invest in assets. Thank me later 💰

[Kebab Finans @Marius18438134]

@SJosephBurns Share Cash 🤣

[Kebab Finans @Marius18438134]

@TheGladiatorHC To gain insight, ideas, and knowledge from people that are much smarter and have accomplished a lot more than me.

[Kebab Finans @Marius18438134]

@SJosephBurns Don't go full-time day trader after 1 successful month.

[Kebab Finans @Marius18438134]

@orangebook Inception. Simply a master piece.

[Anthony Pompliano 🌪 @APompliano]

They built a robot that is more athletic than you 😂

[Kebab Finans @Marius18438134]

@Wealth_Theory $amzn, $msft, $aapl, $SQ

[Kebab Finans @Marius18438134]

Når børsen er ned -0,13% 🤦🤦🤦

[Kebab Finans @Marius18438134]

@AsennaWealth nop

[Kebab Finans @Marius18438134]

If you put your opinions in stocks on twitter, does that subconsciously lock you into defending the positions you take? If so (And I believe yes), what is the potential gain? Don't let confirmation bias ruin your returns.

[Kebab Finans @Marius18438134]

Det er ingenting litt cash ikke kan fikse

[Kebab Finans @Marius18438134]

Enkle regler å forholde seg til i teorien, værre å gjennomføre i praksis - men noe å strebe etter.

Fx. Kjøp kvalitet, hva er kvalitet? Hvor går grensen mellom kvalitet og ikke? Når er en business per din egen definisjon en 'laggard' som burde kuttes?

[Puru Saxena @saxena_puru]

This is what has worked for me -

1. Buy quality (its usually 'overvalued')
2. Add to winners (especially after strong ERs)
3. Cut laggards (weak businesses)
4. Ignore macro and/or experts' market views
5. Follow the broad market's trend
6. Hold onto winners (sit tight).

[Kebab Finans @Marius18438134]

Dette er selvsagt ikke ALLTID sant, men er et prinsipp som har spart meg for flere hundre tusner. Samtidig gir det muligheten til å fokusere mer på aksjer som ikke er i lyset for øyeblikket.

[Kebab Finans @Marius18438134]

Et prinsipp jeg har virkelig tatt på alvor de siste årene i aksjemarkedet er; Om alle snakker om en aksje / sektor, holder jeg meg unna.

Eksempler i skrivende stund - Tank (Hunter/Front/NAT), og SMB teknologiselskap som rir 'digitaliseringsbølgen'

[Kebab Finans @Marius18438134]

Om du er tidlig inne i disse aksjene vil du nyte godt, problemet er, når du ser det på fremsiden av E24/DN er det allerede for sent, og du blir sannsynligvis idioten som sitter igjen med de dyreste aksjene