Jared Engeman @jared_engeman

Lifelong learner Joined December 2014

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From Growth To Value @FromValue

a year ago

If you invest in companies that you actually like, it's easier to hold their stocks when the eventual drop comes because you think more like an owner.

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Brad Freeman @StockMarketNerd

a year ago

If you wouldn't be excited to add to a holding after a 20% sale... you likely shouldn't own it now. Fundamental execution is what should drive that excitement. & if that execution isn't there... ❌ ✂️

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19/ That's what Charlie is saying. Over long periods of time, business quality (as measured by return on capital and reinvestment opportunities) always trumps purchase/sale timing, entry/exit multiples, etc. And here's the math behind it:

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Essential Mastery @EssentialMastry

2 years ago

8 Japanese Techniques To Overcome Laziness... 1.

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Compounding Quality @QCompounding

2 years ago

Just imagine:

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Daniel @MnkeDaniel

3 years ago

3. Preparation The only way to be confident in your (contrarian) decisions is to know they’re based on facts and proper research. So you got to put in the work, digging through 10Ks, Reports, Interviews, etc. The goal is to answer every “why” you come up with.

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Daniel @MnkeDaniel

3 years ago

Independent thinking and the confidence to stand with your decisions are essential for outperformance. If you’re right or wrong isn’t decided by what others think but by how the future plays out. And no one knows how that's gonna be.

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Daniel @MnkeDaniel

3 years ago

2. Independence Investors who decide to not just buy an index fund mostly do so to outperform. Yet, if they listen to the broad consensus of analysts, financial reporters, etc. they perform mediocre anyways. To achieve extraordinary returns, your decisions must be different.

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Dividend Growth Investor @DividendGrowth

3 years ago

27.It's not supposed to be easy. Anyone who finds it easy is stupid 28. When you mix raisins and turds, you still get turds 29.You don’t have to be brilliant, only a little bit wiser than the other guy on average, for a long time

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Compounding Quality @QCompounding

3 years ago

Peter Lynch is one of the greatest investors in the world achieving an annual return of 29.2% (!) between 1977 and 1990. This means your investment would have increased 26x (!). Learn how to improve your returns with these 20 golden investment rules:

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Commonstock @JoinCommonstock

3 years ago

Stanley Druckenmiller made his name as a hedge fund manager for over 30 years. In 1992, alongside George Soros, the pair made an infamous short on the Pound in a trade that was worth $1 billion. Here are 15 of his most insightful comments and ideas. THREAD

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From Growth To Value @FromValue

3 years ago

Great lessons!

Compounding Quality @QCompounding

3 years ago

Great lessons!

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10-K Diver @10kdiver

4 years ago

1/ Get a cup of coffee. In this thread, I'll walk you through one of Charlie Munger's greatest insights: In the long term, the return an investor gets from a business will roughly equal the return the business itself earns on its capital.

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JACK BLY @TheJackBly

3 years ago

Lastly, I'll leave ya with this "unpopular opinion": Exercise is absurdly high ROI. You invest 30 minutes. You receive high energy, more confidence, more respect from peers, a lean body, better mood, and a longer life.

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Idea Hive @ideahive

3 years ago

7/ "Treat others with respect and fairness, and always strive to do the right thing, even when it's difficult."

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Idea Hive @ideahive

3 years ago

6/ "I also want to remind you to be honest and have integrity in all that you do. Your reputation is one of the most important assets you have."

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Idea Hive @ideahive

3 years ago

4/ "Secondly, I want to remind you to be patient and disciplined in all that you do. Investing, business and life are not a sprint, they are a marathon."

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Idea Hive @ideahive

3 years ago

5/ "Avoid the temptation to follow the latest trends or fads, and instead focus on long-term fundamentals. It may take time, but it will be worth it in the end."