Value Theory @ValueInvestorAc
Buying wonderful businesses. Investing. Books. Free toolkit we use for finding wonderful stocks at Value Investor Academy: https://t.co/f2Hsnnhck6 valueinvestoracademy.com *Not investment advice Joined May 2020-
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“Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of its popularity. At that point, all favorable facts and opinions are already factored into its price, and no new buyers are left to emerge.” – Howard Marks
Duquesne Capital had a stellar record until its closing in 2010, and at the time of its closure, the fund had assets under management of $12 billion.
“Many unsuccessful investors regard the stock market as a way to make money without working rather than as a way to invest capital in order to earn a decent return.” – Seth Klarman
Peter Thiel launched a company for PalmPilot payments & cryptography. Once called Fieldlink, it was later renamed to Confinity. And its milestone product? PayPal.
“Management is always part of the equation of making the company successful, so the quality of management always matters.” – Li Lu
Peloton Partners was forced to liquidate over a billion dollars worth in assets in 2008. During this time, Seth Klarman decided to open up his fund to new investors. He subsequently raised $4 billion in capital.
Daniel @MnkeDaniel
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95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.Bad investors only focus on the upside. Good investors study the upside and downside potential, weigh each carefully, and only act when the odds are heavily skewed in their favor.
@ValueInvestorAc That's why they won't make money, it's all about the slow game.
True wealth, according to @nntaleb
@AngryTomtweets Sorry I ruin everything
300K followers on an account w no content except a coming soon post w 950 likes = 🚩Likely a decent PR campaign that will fall flat if/when exposed. Come on people — you’re better than this get-rich-quick nonsense.
Forward P/E and Trailing P/E are not the same. They are easy to mix up. How are they different, and why do we care?
@ValueInvestorAc Yes, the management can break a company, which is why you need to evaluate it as well.
@ValueInvestorAc Good bosses make the dream work, bad ones sink the ship.
@ValueInvestorAc Klarman's timing was spot on and it really paid off big time.
@ValueInvestorAc Great message, look for friends that empower you to change for the better!
“Acquire worldly wisdom and adjust your behavior accordingly. If your new behavior gives you a little temporary unpopularity with your peer group… then to hell with them.” – Charlie Munger
Every Weekend I write about a new company. Subscribe free today to get this week's issue. valueinvestoracademy.ck.page/newsletter
Is it trading at discounted multiples?✅ vs median ❌ vs industry Are analysts expecting growth? ✅ Are Insiders buying? ❌
Starbucks' name was inspired the famous novel, Moby-Dick (Starbuck was the name of the first mate on the ship, the Pequod). In my newsletter this week I wrote about Starbucks. Here are some key numbers. 🧵
Prior to joining Berkshire Hathaway, Todd Combs ran his own hedge fund: Castle Point Capital. It was backed with $35 million of seed money from Stone Point Capital & grew to over $400 million.
Abrams Capital Manages $9 Billion in Assets Its funds have posted an average 15% annual returns since its founding. Its top 10 stock holdings: 🧵
“Well done is better than well said” - Benjamin Franklin Don't just talk about your dreams. Do it.
@ValueInvestorAc Great summary. Really enjoyed the read. Thanks for posting.
“I will always choose the dollar bill carrying a wildly fluctuating discount rather than the dollar bill selling for quite a stable premium.” – Michael Burry