🧵 5 Investment visuals and rules that will make you a better investor
1️⃣ Warren Buffett’s investment checklist:
1️⃣ Warren Buffett’s investment checklist:
2️⃣ How to find great companies
Search for companies with the following characteristics:
- Revenue growth > 5%
- Profit growth > 7%
- FCF / earnings > 80%
- ROIC > 15%
- Net debt / FCFF < 5
- Debt/equity < 80%
Search for companies with the following characteristics:
- Revenue growth > 5%
- Profit growth > 7%
- FCF / earnings > 80%
- ROIC > 15%
- Net debt / FCFF < 5
- Debt/equity < 80%
3️⃣ If you want to perform better than the crowd, you need to differ from the crowd.
"If you are not willing to look like an idiot from time to time, stock markets are not for you." - Charlie Munger
"If you are not willing to look like an idiot from time to time, stock markets are not for you." - Charlie Munger
4️⃣ Podcast tip
@williamgreen72 is an excellent journalist who interviews the best investors in the world.
Via the link below, you can find his most recent interview with François Rochon:
@williamgreen72 is an excellent journalist who interviews the best investors in the world.
Via the link below, you can find his most recent interview with François Rochon:
5️⃣ Looking for investment inspiration?
Take a look at the top 10 positions of Chuck Akre:
Take a look at the top 10 positions of Chuck Akre:
Do you want to learn more about quality investing?
Start here: qualitycompounding.substack.com
Start here: qualitycompounding.substack.com
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