CMcript's profile picture. CFA and Gamer, is that so weird?

Dan

@CMcript

CFA and Gamer, is that so weird?

Dan reposted

Top 100 books on investing:

InvestInAssets's tweet image. Top 100 books on investing:

Dan reposted

The reason government programs are so inefficient is that, unlike a commercial company, the feedback loop for improvement is broken, because they have a state-mandated monopoly and can’t go out of business if customers are unhappy. No matter how bad the service is at your DMV…


Dan reposted

The secret of hedge funds is revealed in a 41-page PDF: This paper analyzed 464 stocks that 10X-ed over a 24-year period. Here are the best factors that drive outperformance: (number 3 is the best 🧵)

quantscience_'s tweet image. The secret of hedge funds is revealed in a 41-page PDF:

This paper analyzed 464 stocks that 10X-ed over a 24-year period.

Here are the best factors that drive outperformance: (number 3 is the best 🧵)

Dan reposted

This is Stanley Druckenmiller. He averaged 30% annual returns for 30 years without a single losing year. In 2009, he sat down for an 82-minute interview and revealed his entire approach. Here are the 5 most powerful lessons from it:

GoshawkTrades's tweet image. This is Stanley Druckenmiller.

He averaged 30% annual returns for 30 years without a single losing year.

In 2009, he sat down for an 82-minute interview and revealed his entire approach.

Here are the 5 most powerful lessons from it:

Dan reposted

Valuation of firm depends on stage in its life cycle and the purpose of valuation. I tell my clients: tell the reason you need valuation I’ll give you approach. Look at full perspective: There are 6 stages: 1. Starup 2. Young growth 3. High growth 4. Mature growth 5. Mature…

BojanRadojici10's tweet image. Valuation of firm depends on stage in its life cycle and the purpose of valuation. 

I tell my clients: tell the reason you need valuation I’ll give you approach.

Look at full perspective:

There are 6 stages:

1. Starup
2. Young growth
3. High growth
4. Mature growth
5. Mature…

Dan reposted

Macroeconomics Cheat Sheet Here's everything you need to know:

QCompounding's tweet image. Macroeconomics Cheat Sheet

Here's everything you need to know:

Dan reposted

This man achieved 921% returns while the market made 117%. He retired at 45 after making investors $2 billion. Yet you've probably never heard of him because he refused every interview and turned away new money. Here's Nick Sleep's secret to finding 100-baggers:🧵

100baggerhunt's tweet image. This man achieved 921% returns while the market made 117%.

He retired at 45 after making investors $2 billion.

Yet you've probably never heard of him because he refused every interview and turned away new money.

Here's Nick Sleep's secret to finding 100-baggers:🧵
100baggerhunt's tweet image. This man achieved 921% returns while the market made 117%.

He retired at 45 after making investors $2 billion.

Yet you've probably never heard of him because he refused every interview and turned away new money.

Here's Nick Sleep's secret to finding 100-baggers:🧵

Dan reposted

Two people retire with identical portfolios One thrives while one ends up with nothing This is the power of "Sequence of Returns Risk" The greatest threat to new retirees Let’s talk about how to fight it🧵

danjstefanski's tweet image. Two people retire with identical portfolios

One thrives while one ends up with nothing 

This is the power of "Sequence of Returns Risk" 

The greatest threat to new retirees

Let’s talk about how to fight it🧵
danjstefanski's tweet image. Two people retire with identical portfolios

One thrives while one ends up with nothing 

This is the power of "Sequence of Returns Risk" 

The greatest threat to new retirees

Let’s talk about how to fight it🧵

Dan reposted

"If a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you’ll end up with one hell of a result." — Charlie Munger Here are 10 stocks with a return on capital > 20%:

QCompounding's tweet image. "If a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you’ll end up with one hell of a result." — Charlie Munger

Here are 10 stocks with a return on capital > 20%:

Dan reposted

I often think about this

DividendGrowth's tweet image. I often think about this

Dan reposted

Bookmark it.

Dhanabalan1904's tweet image. Bookmark it.

Dan reposted

7 Incredible book summaries by @MnkeDaniel 1. The Psychology of Money by Morgan Housel

QCompounding's tweet image. 7 Incredible book summaries by @MnkeDaniel 

1. The Psychology of Money by Morgan Housel

Dan reposted

Some fascinating charts from the Coatue EMW keynote deck 🧵 1/ Tech driven by major waves of innovation

BoringBiz_'s tweet image. Some fascinating charts from the Coatue EMW keynote deck

🧵

1/ Tech driven by major waves of innovation

Dan reposted

7 Rules for Saving Money by @SystemSunday

QCompounding's tweet image. 7 Rules for Saving Money by @SystemSunday

Dan reposted

1/ $AMD will be the next trillion dollar company. It announced several breakthrough products yesterday that'll accelerate its growth. Here is why $AMD is 5x opportunity from here: 🧵

oguzerkan's tweet image. 1/ $AMD will be the next trillion dollar company.

It announced several breakthrough products yesterday that'll accelerate its growth.

Here is why $AMD is 5x opportunity from here: 🧵

Dan reposted

7 Charts Every Investor Should Know 1. Bill Ackman sold the dip

investmattallen's tweet image. 7 Charts Every Investor Should Know

1. Bill Ackman sold the dip

Dan reposted

Warren Buffett in a Nutshell

CompoundingW's tweet image. Warren Buffett in a Nutshell

Dan reposted

VIX reached 45 today. Here's every time this happened in the past, and what the S&P 500 did over the next few days ⬇️

SubuTrade's tweet image. VIX reached 45 today.

Here's every time this happened in the past, and what the S&P 500 did over the next few days ⬇️

Dan reposted

The people acting like you’ve made a mistake buying stocks unless you’ve timed the absolute bottom are the same people with anonymous accounts that never share their portfolio or transactions. You cannot time the bottom. Period. I bought stocks all the way down in the Covid dip…


Dan reposted

$GOOG can easily double in the next 5 years. Cloud revenue is exploding, Youtube growth remains strong and it's actively diversifying away from search. Yet, it's the cheapest mega-cap stock. Here is my $GOOG investment thesis: 🧵


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