Thomas Chua
Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
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The Marathon Asset letters offer a masterclass in investing through the capital cycle. If you invest in the stock market... Here are 11 capital cycle patterns you need to know: h...
Charlie Munger & John Collison podcast. It's bittersweet listening to one of Charlie's final interviews. His words of wisdom were always simple and straightforward. Here're my...
My notes from Warren Buffett letters from 1977 to 2022: 1. Moat is NEVER stagnant A company's competitive position either grows stronger or weaker each day. Widening the moa...
"The Algorithm" by Elon Musk These are the 5 commandments he developed from the lessons he learned during production hell: (#5 surprised me) 1. Question every requirement. Eac...
Everything I've learned from Howard Marks' letters and interviews. Risks, returns and market cycles. These are the 10 most important lessons: https://t.co/ci9BbKPHNK
Warren Buffett believes Munger has the best 30-second mind in the world. He sees the essence of everything before you even finish the sentence. That’s because Munger has a robust...
Devoured 46 years of Warren Buffett's wisdom through his letters from 1977 to 2022. My eyes are tired, but my mind is richer! It taught me more about investing than any business...
10 Investing Gems from Peter Lynch. This legend inherited a $20 million fund and grew it to $14 billion. Delivering a 29.2% annual return between 1977 and 1990. Here is how he d...
When Charlie Munger was asked: “You seem extremely happy and content. What’s your secret to living a happy life?” he replied: “The first rule of a happy life is low expectatio...
Why I'm invested in Wise. (and why I'm a very happy customer) A business breakdown: https://t.co/xDhuBQcvKW
1/ Buffett's hefty stake in Occidental Petroleum $OXY piqued my curiosity. Went down the rabbit hole to understand what Buffett sees in this business. 🧵 A thread on OXY:
First time seeing Buffett and Munger LIVE. This meeting was amazing & I took away a lot. In this thread, I will share my key lessons from the shareholders meeting + How to make...