سلاسل التغريدات
1/ Get a cup of coffee. In this thread, I'll walk you through the importance of thinking multi-dimensionally. This is an essential skill for investors. It helps us make better d...
1/ Get a cup of coffee. In this thread, I'll show you how to count the number of oranges in a pile. Believe it or not, this exercise can teach us a few lessons about investing....
1/ Get a cup of coffee. In this thread, I'll walk you through the key differences between *earnings* and *cash flows*. The punch line: Just because a company reports $1 of *earn...
1/ Get a cup of coffee. In this thread, I'll walk you through the benefits of turning capital quickly. The math behind turning capital is beautiful. It leads us to the number "e...
1/ Get a cup of coffee. Let's talk about dividends. From an investor's standpoint, dividends are key determinants of "intrinsic value". From a company's standpoint, dividends a...
1/ Here's the thing about Return On Equity (ROE). Imagine we have a business with $1B in assets, that earns $200M each year on these assets. The business is stable and has durab...
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 rough...
1/ Get a cup of coffee. In this thread, I'll walk you through the basics of Tax Deferred Compounding. This will show you a few simple ways to factor taxes into your decision mak...
1/ Get a cup of coffee. In this thread, I'll walk you through 2 probability concepts: Standard Deviation (SD) and Mean Absolute Deviation (MAD). This will give you insight into...
1/ Get a cup of coffee. In this thread, I'll walk you through the basics of Decision Fatigue. Understanding this can help us improve the quality of our "high value" decisions, w...
1/ Here's a special mathematical object you can make at home. All it takes is some colored paper. This is called a system of Borromean Rings. My recent thread on retirement plan...
1/ Get a cup of coffee. In this thread, I'll walk you through the basics of retirement planning. https://t.co/k48w3QH9SN