Value World

Stop the war🕊️.Value investor trainee.Gritting your teeth and holding on. #Valueinvesting:Only when the tide goes out do you discover who's been swimming naked

[Ethan Walker @MajidTulsh32058]

Most people do not realize how many tech giants are already deep bear market territory.
Tech Stocks From Record Highs:

1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Palantir, $PLTR: -48%
7. Microsoft, $MSFT: -37%
8. Meta, $META: -32%
9. Arm Holdings, $ARM: -27%
10. Broadcom, $AVGO: -26%
11. Marvell Technology, $MRVL: -20%
12. Nvidia, $NVDA: -19%

I created a beginners guide to investing for you. Link in the Bio

[Market Rebellion @RebellioMarket]

The Founder of IBD Shares His Greatest Investing Lessons in 22 Minutes

[Ken Fisher @KennethLFisher]

How has the “Midterm Miracle” played out so far, and what impact could it have in the months ahead? I explain in this short video:

[Dividendology @dividendology]

Charlie Munger's favorite investing metric?

Return on invested capital.

[Brian Feroldi @BrianFeroldi]

Charlie Munger's Top 10 Book Recommendations

[Finding Compounders @F_Compounders]

Kanbrick’s reading list

( This is also rumored to be the reading list for Berkshire Interns )

[Investment Wisdom @InvestingCanons]

Howard Marks: “You should never buy into momentum, you should never buy something because it’s been going up...

You should only buy it if you think it’s good value.”

[Value World @xiscan1]

True

[Mark Minervini @markminervini]

When you're going through a tough time or feel like you're getting all the bad breaks, don't ask, "Why is this happening to me?"
Ask, "What can this do for me?"
What can I learn from this? What opportunity might this create? What door could this be opening that I just can't see yet?
And if it feels like every door is closing, then ask yourself one last question: What's the lesson?
There's always a lesson. If you learn from it, the setback wasn't a waste. It was a gift.
Stop being ungrateful when you get gifts in disguise. Say, thank you teacher.

[Fiscal.ai @fiscal_ai]

Uber has reached an agreement to acquire one of their largest European competitors, Delivery Hero, for $14.8 billion.

The two companies are projected to generate nearly $100B in revenue in 2028.

$UBER $DHER

[Shaan Puri @ShaanVP]

ray dalio’s holy grail of investing:

“find 15 good, uncorrelated bets”

[andrew engler @aerockrose]

Warren Buffett reveals the underpricing test behind Apple's iPhone: a $1,000 device can be worth more than a $1 million plane.

"I do not focus on the sales in the next quarter or the next year."

"Hundreds and hundreds and hundreds of millions of people practically live their lives by it."

"That little piece of whatever it is, that is some of the most valuable real estate in the world."

"They spend hours a day."

"It is part of their habit of living."

"If we did not have it, you could not sell them anything else. They either went next door or they came back."

"The iPhone 10 cost $1,000 and that is a lot of money."

"I have a plane that costs me maybe a million dollars a year."

"I would rather give up the plane, which is a million or a million and a half a year, for something that costs $1,000."

"The iPhone is enormously underpriced."

That is the replacement-friction test.

The moat is not just usage. It is what customers refuse to substitute when supply disappears, prices rise, or a cheaper alternative shows up.

Before you optimize conversion, pricing, or retention, ask the Buffett question: what would your best customer give up before giving up you?

- Warren Buffett on CNBC

[Jon Erlichman @JonErlichman]

Total returns over the past 15 years:

Nvidia: +57,676%
Tesla: +20,417%
Broadcom: +14,170%
Axon: +13,229%
Micron: +12,571%
Seagate: +9,630%
Eli Lilly: +4,443%
Apple: +2,810%
Alphabet: +2,643%
Amazon: +2,132%
Casey’s: +2,060%
Marathon Petroleum: +1,973%
O’Reilly Auto: +1,848%
Microsoft: +1,752%
Netflix: +1,693%
Mastercard: +1,691%
Progressive: +1,643%
Visa: +1,626%
Take-Two: +1,537%
Costco: +1,523%
Williams-Sonoma: +1,512%
Live Nation: +1,414%
Corning: +1,397%
Blackstone: +1,365%
Moody’s: +1,357%
DR Horton: +1,354%
Monster Beverage: +1,310%
Morgan Stanley: +1,279%
Sherwin-Williams: +1,256%
TJX: +1,249%
Home Depot: +1,205%
Ross Stores: +1,161%
Caterpillar: +1,141%
JPMorgan: +1,115%
Lowe’s: +1,087%

[Black Edge @BlackEdgeFund]

David Paul argues that for 95% of traders, the problem isn't their strategy

Source: London Investor

[Shay Boloor @StockSavvyShay]

I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp.

AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available.

The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%.

The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself.

I added 20% to my position today.

[Market Rebellion @RebellioMarket]

Every Trader Should Hear These 10 Minutes.
Powerful Market Lessons That Can Shape Better Decisions.

[Jim Osman @EdgeCGroup]

If you find value in what I share here, my book goes deeper into how I actually approach investing and implement the process.

Every penny I receive from the book is donated to the Alzheimer’s Association, a cause that means a great deal to me and affects so many families.

You may learn something useful and help a very important cause at the same time.

[Investment Wisdom @InvestingCanons]

“If you buy things you do not need, soon you will have to sell things you need.”

— Warren Buffett

[Sunil Gurjar, CFTe @sunilgurjar01]

In 1994, Peter Lynch gave a 1 hour masterclass on Stock Picking. He gives the secrets to his multibaggers:

Taco Bell - 42x Return
Ford Motors - 10x Return
Dunkin Donuts - 7x Return

Watch this here:

[Compounding Quality @QCompounding]

American Hedge Fund billionaire Bill Ackman is a learning machine

"You can learn investing by reading books."

Here are his 9 favorite investing books everyone should read:

[SensaMarket @sensa_market]

Charlie Munger Last Portfolio 2024