Finding Compounders @F_Compounders Twitter profile | Pikagi

Pikagi

Finding Compounders

@F_Compounders

51,823

Followers

239

Following

1,852

Media

3,325

Statuses

Life Long Learning

Worldwide

https://t.co/DJBpAc5H8P

Joined December 2021

Don't wanna be here? Send us removal request.

Pinned Tweet

@F_Compounders

Finding Compounders

3 months

This is nothing but a mockery of justice. I know this post is not finance related by I would like to bring attention to the human rights violations occurring in Swaziland . Where the state , in an effort to supress progressive voices , has sentenced Mthandeni Dube and Bacede

1

1

33

Last Seen Profiles

@heavegnly

@hi_wa3710

@heavegnly

@celestendrii

@musingsofmegan

@sotwecom

@yedamella

@cardiffintww

@adrianna_mttz

@FunnyGirl_UK

@Cleo_Madison900

@zainabsita

@heavegnly

@Enriquematos22

@GinahGinayah

@CParki94_

@VmaniakJ

@lickkme1221

@penyukastw21

@MateuszLakomy

@alfaihaa

@TFeuerste

@troctzul

@coachcarterhopz

@hhghfsrgu

@KacangSinta

@doublen_uur

@donth2872581

@DaCryptoTycoon

@FulfordLeonard

@CGEnfermeria

@zuiradDane11

@indovidgram

@KacangSinta

@javiersumay

@Saiffar96877860

@F_Compounders

Finding Compounders

2 months

Warren Buffett explains how he analyses annual reports

19

528

2K

@F_Compounders

Finding Compounders

25 days

GOATS

Tweet media one

34

118

2K

@F_Compounders

Finding Compounders

2 years

In Berkshire Hathaway’s 2007 letter, Warren Buffet groups businesses into 3 categories: The Great, the Good and the Gruesome. This is something every investor should read. 1. The Great

Tweet media one

25

443

2K

@F_Compounders

Finding Compounders

1 month

Charlie Munger’s answer when asked on when to sell . Investors need to adopt this kind of thinking

25

278

2K

@F_Compounders

Finding Compounders

11 months

ROIC – The Underappreciated Variable in Valuation

Tweet media one

Tweet media two

Tweet media three

Tweet media four

9

261

1K

@F_Compounders

Finding Compounders

2 months

The best investing related YouTube channel

Tweet media one

7

133

1K

@F_Compounders

Finding Compounders

1 year

In 1977, Warren Buffett wrote on article in Fortune: "How Inflation Swindles the Equity Investor” Here are some key takeaways from that article:

Tweet media one

31

199

1K

@F_Compounders

Finding Compounders

27 days

One of the best videos I have ever watched

Tweet media one

17

106

1K

@F_Compounders

Finding Compounders

2 years

In 2000, Amazon’s stock dropped 80% and this is what Jeff Bezos wrote in his letter to shareholders.

Tweet media one

15

212

1K

@F_Compounders

Finding Compounders

2 months

Came across this Goldman Sachs Recommended reading list I’ve seen some great books in this list

Tweet media one

Tweet media two

Tweet media three

Tweet media four

7

197

1K

@F_Compounders

Finding Compounders

3 months

Free Cash Flow is Key

Tweet media one

9

194

1K

@F_Compounders

Finding Compounders

2 months

A young Bill Ackman( @BillAckman ) asks Buffett a question about stock buybacks at certain valuations . Coca-cola was buying back shares at a P/E of 40 Listen to Buffett’s response

10

182

1K

@F_Compounders

Finding Compounders

1 year

Came across this Goldman Sachs Recommended reading list I’ve seen some great books in this list

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

250

1K

@F_Compounders

Finding Compounders

2 years

In 1977, Warren Buffett wrote on article in Fortune: “How Inflation Swindles the Equity Investor” Here are some key takeaways from that article

Tweet media one

19

243

1K

@F_Compounders

Finding Compounders

2 years

Ted Weschler’s statement on his IRA. Ted grew his IRA, which he converted to a Roth IRA in 2012, from $70 000 to $264.4 million

Tweet media one

Tweet media two

31

110

1K

@F_Compounders

Finding Compounders

2 years

The Value of Not Being Sure by Seth Klarman

Tweet media one

Tweet media two

5

186

1K

@F_Compounders

Finding Compounders

1 year

Warren Buffett writes on what we can learn from his real estate investments

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

267

1K

@F_Compounders

Finding Compounders

2 years

David Einhorn’s Speech at the Value Investing Congress in 2006. He goes into and explains how to look at ROE( Return on Equity)

Tweet media one

Tweet media two

Tweet media three

Tweet media four

14

194

1K

@F_Compounders

Finding Compounders

1 year

In Berkshire’s 1997 letter, Warren Buffett explains how he thinks about Market Fluctuations.

Tweet media one

6

192

974

@F_Compounders

Finding Compounders

2 years

Li Lu’s recommend book list . Seems like I’ve got a couple of books to add to my list.

Tweet media one

Tweet media two

11

236

965

@F_Compounders

Finding Compounders

7 months

Emails between Jeff Raikes and Warren Buffett Jeff Raikes pitches Microsoft . Buffett’s reasoning for not investing is thought provoking .

Tweet media one

Tweet media two

Tweet media three

Tweet media four

10

169

955

@F_Compounders

Finding Compounders

1 month

Charlie Munger being ruthless for 5 minutes

6

212

963

@F_Compounders

Finding Compounders

1 year

Joel Greenblatt co authored this article : How the small investor can beat the market

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

182

940

@F_Compounders

Finding Compounders

2 months

Highly recommended

Tweet media one

5

127

937

@F_Compounders

Finding Compounders

1 year

Prof Michael Porter gave a lecture about Strategy at Havard Business School to a couple of CEO's. Here are 5 key takeaways from that lecture:

Tweet media one

13

215

905

@F_Compounders

Finding Compounders

2 years

During his lecture at Columbia Business School, Li Lu talks about his Timberland Investment. He made 600% in 2 years!! He handed out this Value Line page to the students, this is the page that got him interested in Timberland.

Tweet media one

13

139

875

@F_Compounders

Finding Compounders

6 months

Came across this Goldman Sachs Recommended reading list I’ve seen some great books in this list

Tweet media one

Tweet media two

Tweet media three

Tweet media four

8

140

867

@F_Compounders

Finding Compounders

5 months

In 2000, Amazon’s stock price dropped by 80%! This was Jeff Bezos’s response

Tweet media one

5

176

849

@F_Compounders

Finding Compounders

2 years

Here is an article Warren Buffett wrote on Why Stocks Beat Gold and Bonds

Tweet media one

Tweet media two

Tweet media three

Tweet media four

7

221

821

@F_Compounders

Finding Compounders

1 year

Jim Simmons on the Efficient Market Theory

15

172

813

@F_Compounders

Finding Compounders

1 month

Warren Buffett on how to value a business .

9

234

829

@F_Compounders

Finding Compounders

3 months

Every book Charlie Munger has recommended in Berkshire meetings since 1994 Source: CMQ Investing

4

186

818

@F_Compounders

Finding Compounders

2 years

The Forgotten Lessons of 2008 by Seth Klarman of Baupost Group.

Tweet media one

Tweet media two

8

194

803

@F_Compounders

Finding Compounders

2 years

Key takeaways from Calculating Return on Invested Capital by @mjmauboussin , D.Callahan. cc: @SteadyCompound @realdennishong @EugeneNg_VCap @long_equity @JoinCommonstock @RamBhupatiraju @bkaellner @BrianFeroldi @InvestmentBook1 @HurriCap @Vivek_Investor @FromValue @MoS_Investing

Tweet media one

20

156

775

@F_Compounders

Finding Compounders

1 year

A gem from Warren Buffett

Tweet media one

6

160

771

@F_Compounders

Finding Compounders

1 year

During his lecture at Columbia Business School, Li Lu talks about his Timberland Investment. He made 600% in 2 years!! He handed out this Value Line page to the students, this is the page that got him interested in Timberland.

Tweet media one

19

127

770

@F_Compounders

Finding Compounders

2 years

ROE breakdown ( DuPont Analysis ) Source : Jensen Investment Management

Tweet media one

8

135

732

@F_Compounders

Finding Compounders

3 months

This is a must read from Warren Buffett

Tweet media one

5

114

745

@F_Compounders

Finding Compounders

2 months

Li Lu on how you know if you really understand a company

Tweet media one

Tweet media two

3

142

741

@F_Compounders

Finding Compounders

1 month

Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006. He was ahead of his time Source: Value Investor Insight

Tweet media one

7

106

725

@F_Compounders

Finding Compounders

3 months

Bill Miller explains how to pitch a stock Bam, bam , bam

Tweet media one

7

82

709

@F_Compounders

Finding Compounders

6 months

Kanbrick’s reading list ( This is also rumored to be the reading list for Berkshire Interns ) Source : @MarceloPLima

Tweet media one

0

84

628

@F_Compounders

Finding Compounders

10 months

Balancing ROIC and Growth to build value by McKinsey

Tweet media one

Tweet media two

Tweet media three

Tweet media four

5

119

691

@F_Compounders

Finding Compounders

1 year

Why stocks beat gold and bonds by Warren Buffett

Tweet media one

Tweet media two

Tweet media three

Tweet media four

3

166

680

@F_Compounders

Finding Compounders

2 years

This was Jeff Bezos’s response when Amazon stock dropped 80% back in 2000.

Tweet media one

5

110

668

@F_Compounders

Finding Compounders

9 days

Markets move first , reasons follow later By Sanjay Bakshi

Tweet media one

4

128

725

@F_Compounders

Finding Compounders

1 year

Warren Buffett wrote a Forbes article on what we can learn from Phil Fisher

Tweet media one

Tweet media two

Tweet media three

Tweet media four

7

163

664

@F_Compounders

Finding Compounders

1 year

Buffett’s Letter to Hank Paulson, the then secretary of the treasury, in 2008

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

126

660

@F_Compounders

Finding Compounders

2 years

Not all buybacks benefit shareholders. Here is an article on how to assess a company’s buyback program

Tweet media one

3

175

659

@F_Compounders

Finding Compounders

2 years

Why I Never Invest In Bank Shares by Terry Smith

Tweet media one

Tweet media two

Tweet media three

Tweet media four

10

146

649

@F_Compounders

Finding Compounders

8 months

So you want to be the next Warren Buffett? How’s your writing ? By Mark Sellers

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

127

659

@F_Compounders

Finding Compounders

2 years

Insight into Nick Sleep’s Costco Investment thesis :

Tweet media one

Tweet media two

7

91

652

@F_Compounders

Finding Compounders

1 year

Seth Klarman explains why he is critical of indexing What are your thoughts ?

Tweet media one

45

107

651

@F_Compounders

Finding Compounders

1 year

The Role of ROIC by Epoch Investment Partners

Tweet media one

5

101

652

@F_Compounders

Finding Compounders

2 months

Interesting story on Jeff Bezos

Tweet media one

21

71

657

@F_Compounders

Finding Compounders

2 years

Li Lu on how you know if you really understand a company

Tweet media one

Tweet media two

4

159

635

@F_Compounders

Finding Compounders

2 months

Bridge with Buffett An excellent piece by Ed Thorp

Tweet media one

Tweet media two

Tweet media three

5

123

650

@F_Compounders

Finding Compounders

1 year

Warren Buffett writes on Americas Trade Deficit and he offers a solution to it.

Tweet media one

Tweet media two

Tweet media three

Tweet media four

8

130

637

@F_Compounders

Finding Compounders

2 months

An article by Peter Lynch How to catch companies that are on their way back and avoid companies that are on their way out

Tweet media one

Tweet media two

Tweet media three

6

108

641

@F_Compounders

Finding Compounders

7 months

Joel Greenblatt co authored this article : How the small investor can beat the market

Tweet media one

Tweet media two

Tweet media three

Tweet media four

3

149

624

@F_Compounders

Finding Compounders

2 years

Why Market Efficiency Does Not Exist by Seth Klarman.

Tweet media one

Tweet media two

Tweet media three

Tweet media four

3

118

607

@F_Compounders

Finding Compounders

5 months

An article by Peter Lynch How to catch companies that are on their way back and avoid companies that are on their way out

Tweet media one

Tweet media two

Tweet media three

9

110

623

@F_Compounders

Finding Compounders

2 years

Walter Schloss returned 15.7% per year over 45years. He wrote this paper explaining why he invests the way he does. “Why We Invest The Way We Do” by Walter Schloss

Tweet media one

Tweet media two

Tweet media three

Tweet media four

8

133

612

@F_Compounders

Finding Compounders

2 months

Li Lu’s recommend book list . Seems like I’ve got a couple of books to add to my list.

Tweet media one

Tweet media two

2

119

622

@F_Compounders

Finding Compounders

1 year

Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006. He was ahead of his time Source: Value Investor Insight

Tweet media one

3

120

608

@F_Compounders

Finding Compounders

2 years

This is Ted Weschler’s last letter at Peninsula Capital Advisors before he left to work at Berkshire Hathaway .

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

97

608

@F_Compounders

Finding Compounders

1 month

Warren Buffett explains how Berkshire selects their stocks

Tweet media one

3

113

611

@F_Compounders

Finding Compounders

7 months

Joel Greenblatt used to have a Value and Special Situations Investing course at Columbia University. Came across this image of his syllabus , might be a good place to start

Tweet media one

6

110

576

@F_Compounders

Finding Compounders

7 months

Valuing Equities in an Economic Crisis A great piece

Tweet media one

Tweet media two

Tweet media three

Tweet media four

3

119

597

@F_Compounders

Finding Compounders

2 months

Great presentation by Michael Mauboussin

Tweet media one

5

76

599

@F_Compounders

Finding Compounders

25 days

Great Business Reading List Source : Unknown ( Please let me know if it belongs to you. )

Tweet media one

7

96

605

@F_Compounders

Finding Compounders

1 month

Absolute gem . Highly recommend

Tweet media one

12

75

595

@F_Compounders

Finding Compounders

2 months

Kanbrick’s reading list ( This is also rumored to be the reading list for Berkshire Interns ) Source : @MarceloPLima

Tweet media one

4

107

600

@F_Compounders

Finding Compounders

1 year

This was Jeff Bezos’s( @JeffBezos ) response when Amazon stock dropped 80% back in 2000.

Tweet media one

3

110

581

@F_Compounders

Finding Compounders

6 months

ROIC – The Underappreciated Variable in Valuation

Tweet media one

Tweet media two

Tweet media three

Tweet media four

4

117

588

@F_Compounders

Finding Compounders

1 year

Pershing Square, ran by Bill Ackman, has a new position in Alphabet . Here is their thesis

Tweet media one

Tweet media two

4

76

584

@F_Compounders

Finding Compounders

1 month

Bill Miller explains how to pitch a stock Bam, bam , bam

Tweet media one

8

68

585

@F_Compounders

Finding Compounders

2 years

I’ve been currently reading Valuation by McKinsey & Company. I’ve been enjoying it, I would definitely recommend it.

Tweet media one

4

81

580

@F_Compounders

Finding Compounders

7 months

Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006. He was ahead of his time Source: Value Investor Insight

Tweet media one

4

110

583

@F_Compounders

Finding Compounders

11 months

Markets move first , reasons follow later By Sanjay Bakshi

Tweet media one

5

135

575

@F_Compounders

Finding Compounders

10 months

A Primer on PE ratios

Tweet media one

Tweet media two

Tweet media three

3

128

568

@F_Compounders

Finding Compounders

2 months

Opportunities for Patient Investors Seth Klarman

Tweet media one

Tweet media two

Tweet media three

Tweet media four

1

117

568

@F_Compounders

Finding Compounders

7 months

The importance of Book Value

Tweet media one

Tweet media two

Tweet media three

Tweet media four

4

119

554

@F_Compounders

Finding Compounders

2 months

One of the best investing books I’ve read

Tweet media one

11

82

565

@F_Compounders

Finding Compounders

1 year

The Coffee Can Portfolio A must read

Tweet media one

Tweet media two

Tweet media three

Tweet media four

4

135

560

@F_Compounders

Finding Compounders

6 months

Li Lu’s recommend book list .

Tweet media one

Tweet media two

3

109

555

@F_Compounders

Finding Compounders

7 months

David Einhorn’s Speech at the Value Investing Congress in 2006. He goes into and explains how to look at ROE( Return on Equity)

Tweet media one

Tweet media two

Tweet media three

Tweet media four

5

120

548

@F_Compounders

Finding Compounders

1 year

Bruce Greenwald’s lists the Value Investing Process.

Tweet media one

6

113

549

@F_Compounders

Finding Compounders

1 year

Why Value Investors Are Different by Seth Klarman

Tweet media one

Tweet media two

6

138

541

@F_Compounders

Finding Compounders

1 year

Tying Free Cash Flows to Market Valuations by Robert Howell Want to Improve your valuation skills? Check the tweet below

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

113

542

@F_Compounders

Finding Compounders

2 years

Bruce Greenwald’s lists the Value Investing Process.

Tweet media one

4

125

533

@F_Compounders

Finding Compounders

1 year

Seth Klarman on the painful decision to hold cash

Tweet media one

Tweet media two

2

100

535

@F_Compounders

Finding Compounders

1 year

Here is an article Warren Buffett wrote on Why Stocks Beat Gold and Bonds

Tweet media one

Tweet media two

Tweet media three

Tweet media four

1

150

530

@F_Compounders

Finding Compounders

2 years

François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. During his talk at Google, he listed the stock selection process he uses.

Tweet media one

18

133

530

@F_Compounders

Finding Compounders

1 year

Another investment Li Lu talked about during his lecture at CBS is his investment into Hyundai Department Store H&S. Li Lu says it should only take 5minutes to go through a S&P manual page before deciding whether you want to dive deeper This is the page Li Lu saw.

Tweet media one

11

95

526

@F_Compounders

Finding Compounders

1 year

The Relationship Between Growth and Value

Tweet media one

Tweet media two

3

127

516

@F_Compounders

Finding Compounders

7 months

Worth the read The Loser’s Game By Charles D Ellis

Tweet media one

Tweet media two

Tweet media three

Tweet media four

4

104

521

@F_Compounders

Finding Compounders

2 months

Joel Greenblatt used to have a Value and Special Situations Investing course at Columbia University. Came across this image of his syllabus , might be a good place to start

Tweet media one

6

70

524

@F_Compounders

Finding Compounders

2 years

This is Warren Buffett’s offer letter to Rose Blumkin for Berkshire to purchase 90% of Nebraska Furniture Mart in 1983.

Tweet media one

Tweet media two

Tweet media three

Tweet media four

5

86

509

@F_Compounders

Finding Compounders

5 months

Warren Buffett writes on what we can learn from his real estate investments

Tweet media one

Tweet media two

Tweet media three

Tweet media four

6

115

519