Fat Margin

Investing high talk, business braggadocio, and other trivia

[Fontas @dumpit_io]

@TheJerzWay What we didn't do is run the Shopify payment processor through a US LLC. That move sounds clever, save 2% on fees, until you realize it triggers Effectively Connected Income... please explain

[Fat Margin @thefatmargin]

@SuppsCopyChief Damn! Going on Monday and can't wait!

[Koyfin @KoyfinCharts]

This is what Michael Mauboussin considers to be the ultimate checklist for measuring the moat of a company.

[David Senra @FoundersPodcast]

Paul Graham on how to make yourself a big target for luck:

“When you read biographies of people who've done great work, it's remarkable how much luck is involved.

They discover what to work on as a result of a chance meeting, or by reading a book they happen to pick up.

So you need to make yourself a big target for luck, and the way to do that is to be curious.

Try lots of things, meet lots of people, read lots of books, ask lots of questions.”

[Fat Margin @thefatmargin]

@petertzemis Wolf

[Brian Feroldi @BrianFeroldi]

How to analyze a Balance Sheet in less than 2 minutes:

[Fat Margin @thefatmargin]

@NYCWritesCopy Exactly how I picture a sales letter for the Gray Man book series would look like 😀

[Fat Margin @thefatmargin]

@NYCWritesCopy @iamRobONeill At least review my copies. Plz?

[Fat Margin @thefatmargin]

@NYCWritesCopy How do you say "killer copy" in Swedish? Hlögmoc!

[Fat Margin @thefatmargin]

@NYCWritesCopy Pretty sure I know the promo you're referring to. IMO, a couple of elements and proof points is why that package has crushing it (so far) 🥃

[Fat Margin @thefatmargin]

@NYCWritesCopy Because the Twitter crowd has no appreciation for Hindu pushups!

[Fat Margin @thefatmargin]

@NYCWritesCopy Saw you in Times Sq earlier

[Fat Margin @thefatmargin]

@NYCWritesCopy @SeanAnthonySays Also, most fear packages are pure greed in a fear wrapper

[Long Equity @long_equity]

This is the mental model I use when analysing a company’s quality and valuation.

[Andrew Kuhn @FocusedCompound]

The further up the income statement you go, the more you learn about the inherent economics of a business.

The further down the income statement you go, the more you learn about the people who run the business.

[Compounding Quality @QCompounding]

The Peter Lynch Playbook:

[Compounding Quality @QCompounding]

Companies with the best business model according to Morgan Stanley:

[Brian Stoffel @Brian_Stoffel_]

Some stocks are STRONG BUYS when they fall

Other stocks are SELLS when they fall

How can you tell the difference?

Here are 5 financial yellow flags to help you out...