Thomas Chua
Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
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I've always enjoyed François Rochon's letters from Giverny Capital. I've always found it well-written and insightful. At the recent Value Investor Conference, he shared about Giv...
Charlie Munger only invests in 3 holdings: Berkshire, Costco, and Li Lu's fund. He entrusted a portion of his investments to Li Lu and called him a genius. Here's what Li Lu say...
Jeff Bezos left a lucrative career at 30 to start an online book store. His letters are full of insights into investing, decision making frameworks and life. I have read all of J...
Buffett is arguably the best investor in banks. He explains: - Why he sold most of his bank holdings - What caused this banking crisis - Who's losing their pants Plus, he talke...
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...
Jason Zweig has been a columnist for The WSJ since 2008. Many people recommended me his book Your Money & Your Brain. Using scientific research, this book explains why smart peop...
25 Psychological Tendencies from “The Psychology of Human Misjudgment” by Charlie Munger 1. Reward and Punishment Superresponse Tendency: People are strongly motivated by incentiv...
'Tony' Deden is one of the best fund managers you've never heard of. The interviews he gives are gold, but extremely rare. To him, capital preservation is #1 priority. Here're s...
Terry Smith is often referred to as "the English Warren Buffett". He runs Fundsmith which has a fund size of £22.8bn. Despite the size, Fundsmith did a CAGR of 15.6% In his book...
At 99, Charlie Munger is still one of the sharpest minds around. In the latest 2.5 hours $DJCO meeting, he discussed: - His mistake with $BABA - Views on Chat GPT - China geopoli...
The investor's bible. By the father of value investing and mentor to Warren Buffett. After reading all 725 pages, I was blown away. Here are 18 timeless lessons you can apply to...
Three main engines that drive stock returns: - Earnings growth - Change in P/E multiple - Change in shares outstanding Here's my notes from John Huber's presentation at the FinTw...