I've spent years obsessing over 100-baggers.
I recently found Anna Yartseva's study that analyzed 464 ten-baggers over 24 years.
It challenged everything I thought I knew. FCF yield dominated every other factor.
Here's why I'm rebuilding my approach:🧵
Elon Musk: We don't know the meaning of life, but we can expand consciousness to understand more.
“Our AI Grok is modeled after the Hitchhiker's Guide to the Galaxy, which is one of my favorite books. It's a book on philosophy disguised as a book on humor. And I would say that…
Warren Buffett: "Having the right heroes is terribly important. You tell me who a ten-year-old's heroes are and I can give you a pretty good prediction about how they're gonna turn out. You want to choose your heroes very carefully b/c you're gonna look like them at some point."
$VOO vs Hyperscalers $AMZN $GOOGL $MSFT $META last 5 years.
If you had bought AMZN 5y ago, you would have massively underperformed the S&P500. If you had bought GOOGL, you would have comfortably beaten the market today, despite the current sentiment about the DOJ & disruption.
Investing is not easy: Picking a random stock gives you ~60% chance of underperformance
and only a ~2.4% chance it contributes positively to total market wealth.
159 Followers 4K FollowingOwner's Rep, investor & weather enthusiast.
Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators.
No investment advice!
22 Followers 1K FollowingFinance Professor at Robert H. Smith School of Business, University of Maryland. Look for updates on Warren Buffett, Finance, Economics, and the Stock Market.
2K Followers 3K FollowingStock-picker since 2008, YouTuber (850k subs), flap-jack flipper 🥞,husband and dad. I make $ into more $ you can LEARN it, too! 💸 @HoliSmokas my ONLY account
65 Followers 4K FollowingAirline Captain, B.A. in International Business & Economics, Law Diploma, Technical & Financial Analyst. Not Financial Advice. Patreon: thelonginvestor
2K Followers 567 FollowingAll about Chips. Semiconductor industry expert. ex AMD, ex Samsung. currently managing a product division at Renesas. Opinions are mine.
659 Followers 398 FollowingFollow Altrata, for news and insight on the #wealthy & #influential from @WealthX, @BoardEx, @Brinsiders, @RelSci, & @WealthEngine
45K Followers 1K FollowingAI Developer Experience @GoogleDeepMind | prev: Tech Lead at @huggingface, AWS ML Hero 🤗 Sharing my own views and AI News 🧑🏻💻 https://t.co/7IosdlNz22
8K Followers 167 FollowingLarge Model Systems Organization: Join our Slack: https://t.co/mSPNyKTLTS We developed SGLang https://t.co/jEqIJcGwGA, Chatbot Arena (now @lmarena_ai), and Vicuna!
446K Followers 4K FollowingIndependent research and analysis on the most important policy issues in the world. Sign up for the daily Brookings Brief: https://t.co/nZdfZxn4JQ
215 Followers 799 Following💼 Dig into the portfolios of top investors like Warren Buffett and Michael Burry.
📈 See when insiders like Elon Musk or Tim Cook buy or sell their shares.
10K Followers 401 FollowingFinance Professor at Robert H. Smith School of Business, University of Maryland. Look for updates on Warren Buffett, Finance, Economics, and the Stock Market.
9K Followers 13 FollowingHi👋 We're Flow, an AI filmmaking tool from Google, powered by Veo. Follow along for product news and creative tips to bring your cinematic stories to life.
114K Followers 495 Following@Sequoia partner @PayPal CFO before. Working with entrepreneurs from idea to IPO and beyond: @nateragenetics @Instagram @MongoDB @Square @Unity3D @YouTube
246K Followers 1K FollowingAt Greylock, we are the first partner to consumer and enterprise software entrepreneurs. Newsletter: https://t.co/4tHdH9xmvk
22K Followers 33 FollowingDaily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
320K Followers 7K FollowingProfessor, biomedical scientist, human immunologist, aging & cancer immunotherapy. ALL IN ON AI. Interests: longevity, robotics, Scifi, space. Personal opinions
428K Followers 420 FollowingCombining Social Media and Investment Research to Build your Wealth |
Goldman Sachs Analyst → CEO | #1 Finance Marketing Agency
1.0M Followers 6K Followingfirst investor in https://t.co/M6cblbFld9 Host: @twistartups @theallinpod; I also invest in 100 startups a year @launch & @founderuni [email protected] for life
183K Followers 2K FollowingEditor-in-chief of The Verge. CNBC contributor. Host of Decoder, co-host of The Vergecast, everywhere good podcasts are served. I am in love with spectacle.
9K Followers 803 FollowingFollow for investing insights. My posts are educational/entertainment, not financial advice. Bullish on $SOFI $OSCR $UNH $ROOT $OPEN