Markus Schmieder

Foolish Investor | Gaming | Sports | IT

[From Growth To Value @FromValue]

Perfect analogy from my friend @EugeneNg
👍

[Barack Obama @BarackObama]

Today, the Trump administration repealed the endangerment finding: the ruling that served as the basis for limits on tailpipe emissions and power plant rules. Without it, we’ll be less safe, less healthy and less able to fight climate change — all so the fossil fuel industry can make even more money.

[Markus Schmieder @Randalinho]

@joecarlsonshow $NVDA
$GOOGL
$TSLA

[Markus Schmieder @Randalinho]

@FromValue

[Maurice Weber @MauriceWeber42]

Twitter zeigt jetzt wo Accounts wirklich herkommen und SELTSAMERWEISE posten viele der aggressivsten USA-Patrioten aus... Indien, Nigeria oder Russland. Nur als kleine Info, sicher auch amüsant mal drauf zu schauen wenn euch der nächste leidenschaftliche AFD-Fan unterkommt.

[From Growth To Value @FromValue]

Investing is simple but make it hard.

Market sentiment negative? Buy the best companies.

Market sentiment positive? Buy the best companies that are not excessively expensive.

Repeat for years.

Get rich.

[Markus Schmieder @Randalinho]

@FromValue @lynxbeleggen FREE

[Markus Schmieder @Randalinho]

@FIREDUpWealth Sold 25% of my Tesla position. Was holding since 2018.

[Markus Schmieder @Randalinho]

@HandOfBlood Kannst später auch noch machen. Ich warte. :-)

[Markus Schmieder @Randalinho]

@FromValue I think it's quite reasonable

[From Growth To Value @FromValue]

FCF made clear for everyone.

[Ian Cassel @iancassel]

Moat is the most overused term by microcap cos and investors. This was my favorite realistic response by a microcap CEO.

"Our moat has water in it – it’s deep – slippery sides – but no crocodiles – you could get across but it would take time, planning and a lot of experience."

[Ian Cassel @iancassel]

One of the irrefutable laws of investing is short-term price movement always drives narrative.

Price going up = great business/management
Price going down = poor business/management

Disconnecting stock price from the business and focusing on the latter is imperative.

[Markus Schmieder @Randalinho]

@FromValue Mine is $TSLA
Followed by $ASML
Both bought in 2017 🙂

[Markus Schmieder @Randalinho]

@JohnKerry
The world can't afford the #COP28 climate talks to fail -- the US must show up now, and use its diplomatic firepower to unlock negotiations.

[From Growth To Value @FromValue]

Morris Chang was a semiconductor pioneer at Texas Instruments in the 50s. $TXN
In 1987, he founded TSMC, by far the most important chipmaker in the 🌍now.

Chang was $TSM's CEO until 2005. But in 2009, at 78, he fired the CEO he had appointed.

Why?👇

[Morgan Housel @morganhousel]

Reminder that no matter how the economy is performing there will always be a loud group of people saying:

- Big recession around the corner
- Hyperinflation imminent
- The dollar is doomed
- The Fed broke everything
- Stocks are overvalued

Been like that for 100+ years.

[From Growth To Value @FromValue]

If you think a company's mission is not important, think again.

The purpose of a company, also called its mission, is much more important than many investors think. According to research, it has a big impact on revenue. 👇
1/7

[Ian Cassel @iancassel]

The market's job is to find your breaking point. It looks you in the eye, puts a finger in your chest, "Oh you think you have conviction, isn't that cute." Then bam! Something you believe is down 40-50%. Nothing tests your conviction like falling stock prices.