سلاسل التغريدات
1/ Get a cup of coffee. In this thread, I'll walk you through "Gambler's Ruin". This is a classic exercise in probability theory. But going beyond the math, this exercise can t...
1/ Get a cup of coffee. In this thread, we'll explore the question: As investors, how often should we check stock prices? To answer this, we'll draw on key ideas and concepts f...
1/ Get a cup of coffee. In this thread, I'll walk you through 2 key portfolio diversification principles: (i) Minimizing correlations, and (ii) Re-balancing intelligently. You...
1/ Get a cup of coffee. In this thread, I'll walk you through the P/E Ratio. Why do some companies trade at 5x earnings and others trade at 50x earnings? When I first started i...
1/ Get a cup of coffee. In this thread, I'll walk you through a fundamental business concept that may be counter-intuitive to some of you: Just because a business has made $1 of...
1/ Get a cup of coffee. In this thread, I'll walk you through a framework that I call "Lindy vs Turkey". This is a super-useful set of ideas for investors. Time and again, thes...
1/ Get a cup of coffee. In this thread, I'll walk you through one of the greatest qualities a business can have: a LONG RE-INVESTMENT RUNWAY. If a business can plow its profits...
1/ For most of us, the path to financial freedom consists of: (a) SAVING our money diligently, and (b) INVESTING these savings intelligently. Here are 4 key ideas to help you un...
1/ Get a cup of coffee. In this thread, I'll help you understand how the TIMING of Cash Flows within a business can have a BIG impact on the returns that shareholders get from ow...
1/ Folks, today is July 22'nd. 22/7. Pi Approximation Day. We all learned in school that 22/7 is a good approximation for pi. But who came up with it? And how? It happened ~230...
1/ Get a cup of coffee. In this thread, I'll walk you through how businesses die. As Charlie Munger says: All I want to know is where I'm going to die, so I'll never go there....
1/ Many people use the “Debt to Equity” ratio to tell whether a company has too much debt. For example, if this ratio is less than 0.5, debt is “manageable”. But if it’s over 1....