Compound at Home
@Compoundathome
Teaching myself markets. I use dca, seek asymmetric moves and out-performers for longterm alpha. No crypto, leverage or options, just longterm plays
Sometimes you get a gem from ai, alpha over optics, I like that, that feels accurate. Alpha hunting takes place pre scale, even pre revenue sometimes. But high conviction and leaders that execute are where it is at. That and dca intelligently and all it takes is time
Pretty sure if any of the stocks I hold went on sale 20% I would find more money to buy them with. I prefer high conviction in my holdings and thesis with learning as much as I can. Only sell if the thesis breaks
Peter Lynch said it best. People lose more money by waiting for the “perfect” pullback that never comes than they do in the actual downturns.
"Patience and aggressive opportunism is what you need. It's an odd combination, but it's what works best." — Charlie Munger
Proof that the world is still good 💜 (Oh, and swearing makes you stronger???) ➡️ Swipe for your weekly serotonin boost to help you stress less this weekend.
This is great advice that I had the privilege to hear from Mr. Buffett at age 24. Other than my parents, no one has had as profound influence on me as has Warren Buffett. Mentors can be life changing. Find one when you are young.
If you're young, this is the smartest advice you'll ever hear:
Charlie Munger being ruthless for 5 minutes
WARREN BUFFETT: “The natural course of government is to make the currency worth less over time.” "They devalue it at rates that are breathtaking... In the end, if you've got people that control the currency, you can issue paper money." "Fiscal policy is what scares me in the…
Paramount is launching a hostile takeover bid to buy Warner Bros. They are going directly to shareholders with a bid valued at $108.4 billion (Source: variety.com/2025/tv/news/p…)
$NB keeps giving good news with expansions and progress. Keep it up, should be an exciting next few years
My top moves/sectors being miners, ai, big tech, energy should outperform. Plus a few ideas in other sectors. What about you? It should capture future shifting trends, even if it does have higher beta now, it should turn to defensive alpha in coming years.
The godfather of valuation dropped a 30-minute investing masterclass
Warren Buffett’s basically saying investing is rigged in your favor if you have patience. You can sit there & watch pitch after pitch go by & refuse to care that everyone around you is swinging at everything out of FOMO since the market only punishes the swings you take, not the…
U.S. online Black Friday spending hit a record $11.8 billion, rising 9.1% from a year earlier, per Adobe. But even with higher overall spending, consumers purchased fewer items because prices continue to climb, per Reuters
That feeling when you find out $BKRB buys your biggest holding as a new position in $GOOGL and it is one of your biggest holdings. Thanks for the cosign, hope it works out for us both
Happy Veterans Day 🇺🇸 Today, we honor the men and women, past and present, who have served our nation. Thank you for your service, sacrifice and dedication.
WARREN BUFFETT UPDATE INCOMING Warren Buffett tomorrow will issue a press release "which will contain a message from Mr. Buffett regarding philanthropy, Berkshire and other matters that Berkshire shareholders and others may find to be of interest"
GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET Here's a full catalyst watch to help you get prepared A thread 🧵⬇️
Charlie Munger’s life in his 30s was terrible. His wife left him He went bankrupt Watched his nine-year-old son die from leukemia He lost one of his eyes and had to do an excruciating surgery. Most people probably would’ve given up on life, but he didn’t. Through all…
For three years from 2021-2024 covering $SOFI all I heard was, "They are cheating with their fair value accounting, if they did CECL accounting like $LC, the earnings would look terrible and the company would go out of business. The OCC and the Fed are going to shut them down any…
Holy f*ck!! $LC “we intend to elect fair value option for all newly originated loans beginning January 2026”!!!!!! I’m not bullish enough on 2026 EPS IMO
Charlie Munger: “You become what you pretend to be, to some considerable extent.” “I've known a lot of roguish people who made a fair amount of money and they start giving a little money to show off. And, 20 years later, they are actually real philanthropists.”
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.…
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