Human @alias_trader

Not financial advice. Victoria, Australia Joined March 2014

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Compounding Quality @QCompounding

2 years ago

Great finance cheat sheet:

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Acquired Podcast @AcquiredFM

3 years ago

New listeners often ask us what episode to start with. Here are the top 10 by all-time downloads: 1. Amazon Pt 1 2. TSMC 3. AWS 4. Walmart 5. Berkshire Pt 1 6. Benchmark Pt 1 7. NVIDIA Pt 2 8. Enron 9. Ethereum 10. Sony Runners up: T Swift, NVIDIA Pt 1, Peloton, Bitcoin.

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Compounding Quality @QCompounding

3 years ago

How to find great companies: -Revenue growth > 5% -Profit growth > 7% -FCF / earnings > 80% -ROIC > 15% -Net debt / FCFF < 5 -Debt/equity < 80%

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Compounding Quality @QCompounding

3 years ago

This PDF will teach you more than an MBA. It will even make you smarter than most fund managers. 10.000 (!) pages full of investing wisdom from Warren Buffett, Terry Smith, Howard Marks and many more. To receive it: 1️⃣ Follow us 2️⃣ Retweet this tweet 3️⃣ Reply 👋 below

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Nathan Baugh @nathanbaugh27

3 years ago

Not many 90 second videos change how I view the world. But Charlie Munger arguing envy drives the world — not greed — certainly did:

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Compounding Quality @QCompounding

3 years ago

Different kind of moats according to Morningstar:

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Alf @MacroAlf

3 years ago

The only chart that matters for the housing market in 2023. Who is the marginal buyer here?

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Chris D’Agnes @ChrisDagnes

4 years ago

I’ve been in the investing business for over 20 years. Here are 10 important lessons I’ve picked up along the way. 🧵

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Ian Cassel @iancassel

3 years ago

A great post by @chriswmayer “I received a package this week – a three-ringed binder documenting a 100-bagger. Peter O’Keefe, of O’Keefe Stevens Advisory, compiled this work. He bought the stock in 2013 and last year he got his 100 bagger.” $NVDA woodlockhousefamilycapital.com/post/100-bagge…

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Steve Burns @SJosephBurns

3 years ago

Warren Buffett: How Many Stocks Should You Own? newtraderu.com/2022/11/11/war…

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Human @alias_trader

3 years ago

For those who are interested in day trading this is very important here in AUS chng.it/VFgfZLJCpH

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Michael Mauboussin @mjmauboussin

3 years ago

Earlier this month I wrapped up my 30th consecutive year of teaching Security Analysis @Columbia_Biz. I am often asked how the curriculum has changed over the decades. Here are some thoughts. The course has four sections - the first is on markets (i.e., are markets efficient?)

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sns_trader @sns_trader

3 years ago

When people ask how is your stock investing going?

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Game Theory @GameTheory1984

4 years ago

The Market. Jerome Powell

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Human @alias_trader

4 years ago

Tough end to last month. Been very selective this month. Only entered 2 trades.

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Human @alias_trader

4 years ago

-4.4R today. All but one stop was hit. Nothing new as I’m regrouping for next month as this one has been very rough. -15.5 R net. Sizing down next month for sure.