Ravi

Bitter Sweet Symphony !!

[Tiho Brkan @TihoBrkan]

Buying well is half sold.

Not buying well means your exit has to be superior timing. One of the key reasons quality fund managers underperform is they don’t buy well (they overpay) and their timing skills is below average (they sell low and buy high).

Buffett said it best:

"Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good results."

[Ravi @Rbbanga]

@ReneSellmann That good.

[Matthew Harbaugh @themattharbaugh]

Dev Kantesaria on why investing in high-quality businesses is the greatest wealth building strategy

"The formula to become wealthy is rather simple: find high quality businesses, consistently buy them over time, and hold them through all the ups and downs."

[Gregory Blotnick @gregoryblotnick]

you: "I want to buy more Google here but I'm already too big, its a 2.5% position"

Tepper in 2009: watch me take 30% of the fund and start chaingunning these banks, all of them, all over the cap structure. Why, cause I'm a big dog and that's what big dogs do, we eat. 117% return

[Feroze Azeez 🇮🇳 @feroze_azeez]

When an investment suddenly becomes the centre of every conversation… I become a little careful.

One mistake I have seen investors make repeatedly is confusing attention with opportunity.

By the time an asset is being discussed everywhere—across television, newspapers, podcasts and WhatsApp—a significant part of the price move has often already happened.

As investors, however, our job is a little different.
We are not trying to identify what is attracting the most attention today.

We are trying to identify opportunities that can deliver the best risk-adjusted outcomes over the long term.

[Finding Compounders @F_Compounders]

When David Swenson was asked on the most important thing in investing

This was his answer

David Swenson , ran the Yale Endowment , and over 35 years grew it from $1.3 billion to $42.3 billion

[Adam Cohen @adambcohen93]

Founder friendly VCs in the 90's

[Ritesh Jain @riteshmjn]

Bull market ends when stocks stop going up on good news…

Bear market ends when stocks stop going down on Bad news.

This is the reason that you should act contrary to the advice given on magazine covers.

[Toby @TomolaGroup]

Benjamin Graham built his entire philosophy on three words: margin of safety.

The idea is almost insultingly simple. If a bridge needs to carry 10 tonnes, engineers build it for 30. Investing should work the same way. Buy assets for clearly less than they're worth, so even your mistakes have a cushion.

You don't need to be right about everything. You need room to be wrong and still survive.

Amateurs ask how much can I make. Graham's students ask how protected am I if this goes badly.

That single question is why his most famous student is worth over $100 billion.

[Ronit Pereira @CAronitpereira]

“Most of my wealth is from 5 to 8 companies in my investing career. As Warren Buffett has said, you need only one good decision in life.”

- Rakesh Jhunjhunwala. 2019

[SokoAnalyst @SokoAnalyst]

Most people see @Nike and think success. Few see the 16 years between 1964 and 1980. Before the IPO, billions and global fame, there were years of selling, learning, reinvesting and surviving. True wealth is built in decades, not months.

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[SokoAnalyst @SokoAnalyst]

Sam Walton entered retail in 1945. The first @Walmart store opened in 1962. That’s 17 years of learning before building what became one of the world’s largest companies. Most people admire the empire but ignore the apprenticeship.

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[SokoAnalyst @SokoAnalyst]

Tesla was founded in 2003. Its first full-year profit came in 2020. That’s 17 years of losses, production bottlenecks, skepticism, capital raises and near-collapse. Most people admire the outcome. Few would tolerate the journey. @Tesla @elonmusk

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[SokoAnalyst @SokoAnalyst]

Alibaba began in Jack Ma’s apartment in 1999 with a small team and a big vision. In 2014, the company delivered one of the largest IPOs in history. The lesson? Most people celebrate the outcome but ignore the 15 years of work that made it possible. @AlibabaGroup @AlibabaCloud
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[SokoAnalyst @SokoAnalyst]

Apple started in 1976. The iPhone arrived in 2007. That’s 31 years between the company’s birth and the product that changed everything. Most people see the breakthrough. Few study the decades of preparation that made it possible. @Apple

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[SokoAnalyst @SokoAnalyst]

Amazon started as an online bookstore in 1994. By 2018, it had crossed the $1 trillion valuation mark. The world celebrated the milestone, but few appreciated the 24 years of reinvestment, experimentation and persistence that made it possible. @Amazon @JeffBezos

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[SokoAnalyst @SokoAnalyst]

Netflix started in 1997 by mailing DVDs. Most people remember the streaming giant. Few remember the years spent building customers, systems and trust. Wealth is rarely created in one breakthrough. It is usually built through decades of adaptation. @Netflix

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[SokoAnalyst @SokoAnalyst]

Nvidia began in 1993 with a mission to advance computer graphics. Most people know the company because of AI, but AI was not the original story. The lesson for entrepreneurs: build capabilities so valuable that they remain useful even when the market changes. @NVIDIA

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[SokoAnalyst @SokoAnalyst]

Walt Disney founded @Disney in 1923. Fourteen years later, Snow White premiered in 1937 and changed animation forever. What looked like an overnight success was actually years of practice, experimentation and persistence. True wealth is usually built long before anyone notices it.

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[Sunil Gurjar, CFTe @sunilgurjar01]

4 months ago, S. Naren clearly warned:

"Time to invest in Gold and Silver is gone. They have become one of the most dangerous asset classes."

Truly a legend 🔥