Latest Twitter Threads by @QCompounding on Thread Reader App

Mar 25 • 13 tweets • 4 min read

Joel Greenblatt averaged 40% annual returns.

Not once. Not twice.

But for over 20 years!

He shared his exact method in The Little Book That Still Beats the Market.

Here are the 10 biggest lessons:

1. Stocks aren’t lottery tickets

They’re pieces of real businesses.

Owning shares means owning a slice of future profits.

That changes how you think about investing.

Mar 24 • 12 tweets • 3 min read

10 Crucial Investing Ratios:

Mar 24 • 12 tweets • 4 min read

Cannibal stocks buy back a large portion of their own shares.

Your ownership in the company grows without buying more shares.

Here are 10 cannibal stocks you should know:

10. Domino's Pizza ($DPZ)

Domino's Pizza is the largest pizza company in the world.

They operate a network of company-owned and franchise Domino’s Pizza stores.

10-year average buyback yield: 5.1%

Mar 22 • 17 tweets • 5 min read

Some movies changed my life

They made me a better person, investor, and entrepreneur

Here are 15 movies everyone should watch:

1. The Wolf of Wall Street (2013)

A stockbroker's rise and fall driven by greed, corruption, and excess.

Mar 22 • 8 tweets • 3 min read

Buy stocks when there's blood on the streets

7 Things to Memorize which will help you to stay rational when the stock market declines

1. Buy when the media is talking about a stock crash:

2. Bear markets offer opportunities

Mar 21 • 12 tweets • 4 min read

Financial Ratios are gold

They help you to make rational investment decisions

Here are the 10 best Financial Ratios ever:

1. Net Debt/EBITDA

This ratio shows how many years it would take for a company to pay off its debt using its earnings.

A lower number means the company can repay its debt more easily.

Mar 20 • 13 tweets • 5 min read

There are 3 methods to become wealthy

• Getting Rich
• Staying Rich
• Living Rich

Here are 10 Getting Rich Stocks:

10. Mastercard & Visa

Mastercard and Visa are companies that process payments.

• Net Profit Margin: Mastercard: 46.5% 🆚 Visa: 54.7%
• ROIC: Mastercard: 42.1% 🆚 Visa: 25.8%
• LT EPS Growth: Mastercard: 16.4% 🆚 Visa: 12.8%

Mar 19 • 12 tweets • 4 min read

Investing is an art.

But it’s also a craft and a science at the same time.

In this thread, I’ll teach you how to value a stock.

1. Keep It Simple

Great investors use common sense.

If you need an Excel sheet to decide if a stock is interesting, it probably isn’t.

Simplicity and patience win in investing.

Mar 18 • 25 tweets • 7 min read

🧵 25 Things I wish I knew about investing 20 years ago.

Lesson 1: Invest for the long term.

In the short run, stock returns can be very volatile, but they are very robust in the long run. Over time, stocks always perform better than bonds.

Lesson 2: On average, you double your money in the stock market every 10 years.

The real return on equities (after inflation) has averaged 6.8% per year over the past 204 years.

Mar 18 • 17 tweets • 5 min read

One of the most timeless investing books?

Security Analysis by Benjamin Graham & David Dodd

It was written in 1934 but the lessons are more than relevant today

Here are 15 investing principles from this classic:

1. Price ≠ Value

The stock market is a voting machine in the short run but a weighing machine in the long run.

Price fluctuations are temporary, intrinsic value matters.

Mar 17 • 12 tweets • 4 min read

The market is full of surprises

Even some quality companies have seen their stock prices drop hard recently

Here are 10 quality stocks down 15% or more in the past 30 days:

1. Arista Networks (ANET): -26%

The backbone of the internet.

Arista provides networking solutions for the cloud giants.

Amazon, Microsoft, and Google all rely on them.

Mar 16 • 15 tweets • 4 min read

Looking for investment ideas?

Here are 15 interesting quality stocks you could buy when the market tanks:

1. Old Dominion Freight Line

2. TerraVest

Mar 14 • 12 tweets • 3 min read

Most investors know P/E

But what about the other 49 ratios that matter?

Here are 50 must-know investing ratios, and how to use it

1. Valuation ratios

Mar 13 • 13 tweets • 5 min read

The world's best capital allocator?

Mark Leonard. He is the CEO and founder of Constellation Software

Here are 11 incredible lessons from him:

1. Buy-and-build

Just like Warren Buffett, Mark Leonard thinks like an owner.

When Constellation Software acquires a company, they do this with the intention to own it forever.

Mar 12 • 17 tweets • 5 min read

The best one-liners in investing come from Charlie Munger

His lesser-known insights are just as powerful

Here are the 15 best Munger quotes you’ve never heard:

1. Wisdom

“Acknowledging what you don’t know is the dawning of wisdom.”

Mar 11 • 11 tweets • 3 min read

7 Cheat Sheets to Change Your Life

1. Finance Cheat Sheet

2. Excel Cheat Sheet

Mar 9 • 16 tweets • 4 min read

15 Investing visuals to learn by heart

These are timeless lessons you should memorize:

1. Market sentiment

2. Investing vs saving

Mar 8 • 11 tweets • 3 min read

The 10 worst M&A flops ever

1. Microsoft and Nokia:

2. Google and Nest:

Mar 7 • 9 tweets • 3 min read

Most people never learn about money in school

But the right knowledge can change your life

Here are 7 documentaries that will teach you how money really works:

1. Freakonomics

Mar 6 • 15 tweets • 4 min read

I framed 14 quotes on the wall in my office

They shaped me as an investor and I reread them every week

1. "The big money is not in the buying and selling, but in the waiting." - Charlie Munger

2. "Know what you own, and know why you own it." - Peter Lynch

Mar 5 • 15 tweets • 4 min read

Do you know Jack Bogle?

He is a pioneer of low-cost index fund investing and an investing legend

Here are his 12 best quotes everyone should memorize:

"The two greatest enemies of the equity fund investor are expenses and emotions."

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