CarValueInv

Un ganador no es precisamente quien siempre gana, sino aquel que deja la vida por su meta. Quien se compromete con su alma a ir hasta el final.

[Loofy @Loofyb0i]

warren buffett on the bond bubble: "the ten-year at 1.4% means you're paying 70 times earnings for something that can't increase its earnings for ten years"

this is him in omaha with the market in free fall - laying out why he won't chase yield no matter how low rates go

"reaching for yield is really stupid - but it's very human"

"you should always adapt your consumption to your income - you shouldn't try and adjust your income to your consumption"

"eventually you get to midnight and everything turns to pumpkins and mice"

[CarValueInv @car_value_yon]

@AlphaPicks Talk Aberforth, Uk Small experts! Great guys

[AP Research @AlphaPicks]

Our latest thought exercise:

Would the demand be equivalent if the financing available to these buyers were any different?

https://t.co/5HhPIMNXew

[Mo Elgaraihy @EngMoElgaraihy]

بدلاً من قضاء ساعتين في مشاهدة نتفليكس الليلة.. شاهد هذا الفيديو التاريخي! 🎬

🚨 ملياردير جلس لمدة 42 دقيقة واستعرض كل الحيل النفسية التي تجعل الناس يفقدون أموالهم.. مجاناً بالكامل!

​📌 شاهد المحاضرة الآن، احفظ التغريدة، وشاركها مع غيرك! 🔖👇

[CarValueInv @car_value_yon]

Top!

https://t.co/k47RMQ6XL5

[Dipanshu Kushwaha @Dipanshu_AI]

Bill Ackman literally gave a 44-minute masterclass that explains money better than any business school.

[R @AlphaWizarDD]

Howard Marks: “Let your winners run.”

This is probably one of the most underrated investment advice.

I bought AMD at $100 in early 2025, I could have sold at $150, $200, $250..

Today it’s about to cross $310 and I am still holding even though it looks fairly valued now.

Because exceptional companies tend to surprise on the upside.

You shouldn’t sell them unless their fundamentals are broken or the price is egregiously expensive.

Hold onto your winners.

[Investment Wisdom @InvestingCanons]

Peter Lynch: “If you can’t explain, I’m serious, if you can’t explain to a 10-year old in 2-minutes or less why you own a stock, you shouldn’t own it.”

Warren Buffett: “If you’re not sure whether you understand it or not, you don’t.” “If I don't know, I don't invest.”

[zerohedge @zerohedge]

Where the hidden AI liabilities are:

$1.8TN in off balance sheet operating leverage ($1TN in purchase commitments and $0.8TN in lease commitments): obligations hidden in space

$520BN in deferred earnings masking earnings hit from spending happening now: costs hidden in time

[CarValueInv @car_value_yon]

https://t.co/p9g6EF3VvZ

[Patient Investor @patientinvestor]

At the top of the dot-com bubble, a Berkshire shareholder asked Buffett and Munger to “just speculate” 10% in tech.

Their answer aged perfectly.

April 29, 2000.

[CarValueInv @car_value_yon]

@ContraInvest “No hubo recesión en 2022” — EEUU tuvo 2 trimestres consecutivos de PIB negativo. Lo que no hubo fue colapso del empleo, gracias a $5T en estímulos post-COVID. El daño fue inflación y destrucción de renta real. Recesión silenciosa. Patada y a seguir.

[andrew engler @aerockrose]

In 2018, Nassim Nicholas Taleb gave a 61-min masterclass on why systems fail when decision-makers don't share the downside.

685K views.

His frameworks:
- No downside, no discipline
- Moral hazard with better branding
- Fragility hides in incentives

12 insights: 🧵

[CarValueInv @car_value_yon]

@rata_bursatil_ SBC 8-10B en 4 años… quedan 15B de recompra. Sigue siendo un 15% del Mcap en 4 años. No es algo que haga solo adobe. Es común en el mercado y mas en tech

[The Shift Journal @TheShiftJournal]

In 1998, Warren Buffett gave a 1-hour masterclass on how to never lose money investing.

[Finding Compounders @F_Compounders]

Peter Lynch on when to sell

[Finding Compounders @F_Compounders]

Decoiding ROIC

The best breakdown of ROIC I’ve seen.

Sourced from my newsletter.

The link is in my bio

[Finding Compounders @F_Compounders]

10 investing don’ts from Seth Klarman