Thomas Chua
Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
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Having a finance degree did not make me a better investor. Rather, I learned 10x more about investing from Twitter University. 𧡠Here are 5 threads from world-class Fintwitters.
There are 63,105 stocks in the investing universe. But only 947 firms drove ~100% of the returns. That's less than 1.5% of the entire investing universe. Without a screener, it...
I came across Warren Buffett's writings in 2009. For 14 years, I have consumed every book & interviews about him. 14 lessons on investing and life: π§΅
Buffett says that Munger has the best 30-second mind in the world. He sees the essence of everything before you even finish the sentence. Thatβs because Munger has a robust latti...
Everyone should read One Up On Wall Street at least once. Peter Lynch not only achieved a legendary 29% CAGR over 13 years. His ability to turn complex investing concepts into st...
We have all read Peter Lynch's One Up Wall Street. But few people know that he wrote for Worth Magazine from 1992 to 1999. It's a 181 page bonus scene to his best seller. Here...
The Berkshire AGM is back in Omaha after 2 years. Great to see Warren & Charlie being sharp as ever. My key takeaways from this year's $BRK AGM: https://t.co/o6TTy4AG2j
I'm sharing my complete research toolkit for analyzing stocks. Includes tracking of insiders & super investors, financial data, charting, tracking of traffic, product sales and mo...
The Marathon Asset letters from 2002 to 2015 are a treasure trove of investment insights. It covers everything from cycles to market psychology and their investment framework. Fu...
Analyze a business by first understanding how they make money. 8 ways a business makes money: β’ Licensing β’ Asset sale β’ Usage fee β’ Advertising β’ Brokerage fee β’ Subscription fe...
Jeff Bezos left a lucrative career at 30 to start an online book store. His letters since founding Amazon are full of insights into investing, decision making and life. I have co...
βIndeed, at Berkshire, I sometimes engage in large-scale derivatives transactions in order to facilitate certain investment strategies.β βWarren Buffett Oh yeah... Buffett is a b...