This is the best deep dive you will find on Unity Software. $U
It took me 6 innings of the Astros game to get through a third of the report. Lots of great content!
Unity Software (NYSE: U) Summary Research Report by
@SeifelCapital
In 1998 David Gardner and The Motley Fool introduced the World to Rule Breaker Investing.
This unconventional buy-and-hold strategy has produced mega winners like:
$AMZN
$NFLX
$TSLA
What traits does
@DavidGFool
look for to identify a Rule Breaker Stock?
Here are all 6 👇
Scrolling through Twitter last night and ended up in a Twitter Space listening to a $SQ employee discuss the company culture, the future of Cashapp, the Tidal acquisition, etc. ... To hear an employee speak so highly of leadership and culture is great news for $SQ investors.
Morgan Housel has provided the perfect podcast for a nice long walk and some deep thinking.
Helpful hints:
▪️Keep the speed at 1X
▪️Pause and ponder often
Thanks,
@morganhousel
Joel Tillinghast outperformed the market for 30 plus years at Fidelity.
Peter Lynch called him, “one of the greatest, most successful stock pickers of all time.”
In an interview with
@JRogrow
he shared the secrets to his success.
Here are my 5 favorite pearls of wisdom👇
In 2008, David Gardner shared the world's greatest stock market secret.
It's been hiding in plain sight on the internet for 15 years.
[It's not a secret, it's just hard to do]
@DavidGFool
#Ship30for30
@DavidGFool
has recorded over 300 podcasts on investing.
On October 15th, 2015, he put together a list of 7 Principles for Long-Term Investors.
Almost 7 years later, these principles still hold true.
Here’s all 7: 🧵👇
Ever feel like you're on autopilot, just going through the motions?
Today, I hit the brakes. and embark on a 30-day journey to design a more intentional life.
#ship30for30
The beach house portfolio is almost complete. 3 out of 4 positions have been filled. The goal is to 5X in 5 years.
1️⃣ $CMLF
2️⃣ $UPST
3️⃣ $ETHE
4️⃣ ?????
What should # 4 be?
Francois Rochon’s track record speaks for itself.
His US portfolio has returned 14% on an annualized basis.
His 2023 year-end letter is a gift for investors.
Here are 7 of my favorite highlights 👇
Investing lessons from one of my favorite investors.
I stumbled upon this gem yesterday. It's a couple of years old, but full of great lessons.
What would you add to the list?
Give
@jrogrow
a follow for daily investing wisdom.
"So, what advice would I give to someone with $1 million to invest?
The same I'd give to any investor: Find your edge and put it to work by adhering to the following rules."
Peter Lynch (1996)
Here are all 16 rules 👇
Bill Miller is an investing legend.
He beat the S&P 500 for 15 consecutive years (1991-2005).
In 2016, he discussed his investing process with Motley Fool Analyst John Rotonti.
@JRogrow
Here are 7 timeless takeaways from their conversation👇
Just finished my 1st semester of
@RBIPodcast
University MBA program. 29 podcasts from 2015 full of investing wisdom & completely free. Thank you
@DavidGFool
for making the world smarter, happier, & richer. I am grateful 🙏🏻
A few lessons learned:
🧵👇🏼
"Money is a means, not an end.
And in the end, most things matter very, very little.
Do what helps you sleep at night and wake up with a low heart rate. To me, those are the hallmarks of a world-class investor who gets the big picture."
@tferriss
In November of 2022, Todd Combs shared Warren Buffett's framework for picking stocks.
No more reverse engineering.
Combs laid it out plain as day at the Graham & Dodd Breakfast.
On a recent episode of
@MotleyFoolMoney
,
@JRogrow
tells investors what they need to know 👇
"The present moment is a special gift that we are either there to receive, or we are not. If we miss it, it is gone forever."
- Trevor Hudson
Are you robbing yourself of precious time?
I found out I'm getting laid off today.
It's a blessing in disguise.
This job was meant to be a transition when I left ministry. It's been a blessing for my family, but I'm ready for the next challenge.
Onward and upward!
"Nobody puts baby in a corner."
I'm excited to continue my writing journey, but I'm not making any promises as to where it will lead.
I've made some amazing connections since I began sharing more online, which is one of many reasons I will continue doing so.
#ship30for30
“Our core holdings are the same as last year. We own shares of the best businesses in the world.
Our attitude is that of a museum director: we only want to own masterpieces.”
-Francois Rochon
Great article by
@QCompounding
👇
I’ve completed year 2 of my journey through the
@RBIPodcast
catalog.
There are 56 podcasts from 2016, each filled with unique investing and life advice.
Thank you,
@DavidGFool
, for sharing your wisdom with the world! 🙏
Here are a few of my favorite lessons learned 🧵👇🏼
This interview by
@JRogrow
is an awesome primer for anyone interested in Expectations Investing by
@mjmauboussin
and Al Rappaport
I plan on going through the book and tutorials in 2023 in an effort to improve my quantitative analysis.
A dream come true!
I made an appearance on my favorite podcast yesterday.
It was an incredible experience with some amazing Fools!
Thank you
@DavidGFool
for a life-improving 😉 conversation!
@dickiebush
Shoes for my dog
I used to spend ten minutes wiping his wet, hairy feet every morning after his walk.
That’s a total of 2.5 days I got back, but now I’m known in the neighborhood as “the guy who has the dog with the shoes.” 🤷🏻♂️
"The Psychology of Money" has been translated into 30 languages & sold over 1 million copies.
Last summer, author
@morganhousel
joined
@DavidGFool
for a fascinating discussion on money, investing, and life.
These 5 quotes from their conversation will make you a better investor.
TL;DR: 6 Traits of a Rule Breaker Stock:
1️⃣ Top-Dog & 1st Mover in an Important & Emerging Industry
2️⃣ Sustainable Competitive Advantage
3️⃣ Strong Past Price Appreciation
4️⃣ Good Management & Smart Backing
5️⃣ Strong Consumer Appeal
6️⃣ Called "Overvalued" by the Financial Media
I am a proud shareholder of Sea Limited $SE. Not because of their eye popping numbers, but because of their commitment to equipping and building up the region they serve.
Check out their statement followed by several initiatives offering community support.
👇
1/7
My daughter drew this picture and made an origami frame for me earlier this week.
Today, we had our 1st nice morning in a while, so we decided to walk to school.
Halfway there, she said, “I like it when we walk because we get to talk longer.”
My heart ❤️ is full!
Great conversation between
@tferriss
and
@noahkagan
I've been pondering this quote all day.
“If I find myself feeling compelled to rush, either it's a false signal I need to ignore or I'm about to do something that a lot of other people could do.”
Don't overthink it.
“If you want to outperform the market over the long term, buy stocks in growing companies that generate high and/or rising returns on invested capital (ROIC) at fair or better valuations.”
@JRogrow
The Power of ROIC in 5 minutes 👇
What is a Spiffy Pop?
When you make more money in a single day then you paid for the stock when you bought it.
Example: You bought $AMZN for $100 a share. When the stock goes up $100 or more in a single day, that’s a Spiffy Pop.
How do you get one? 👇🏼
When I began investing, I had no idea how to manage a portfolio.
I didn't have a plan, and I was sabotaging my returns.
Thankfully,
@DavidGFool
created a framework to help investors build and maintain a portfolio.
The 6 Principles of a Rule Breaker PortfoliIo 👇
Risky Business
How do you manage risk in your portfolio?
@DavidGFool
has shared his 25-point system with the world.
Before you buy, consider running the company through these questions.
Is it possible for someone you've never met to be your mentor?
I think so.
Two years ago, I was struggling to learn about investing. Then I found the
@RBIPodcast
and
@DavidGFool
@dickiebush
This will be my 3rd cohort and I'm pairing it with Pencil Pirates.
I'm excited to continue compounding as a writer and to learn from other shippers.
If you’re a 1st timer and need some encouragement or have a question, I'm glad to help.
Do you want to know how the best investors identify quality management teams?
@JRogrow
has interviewed multiple investing legends & asked them to share their secrets.
Take a 5-minute masterclass & see how they find elite management teams.
Miller-Nygren-Polen & more👇
What’s the best mission statement of a company you follow?
Mine is $RDFN - “Redefining real estate in the customers favor.”
Simple and to the point. Establishes a customer first culture and employees know what’s expected of them.
What are some other good ones?
Sometimes we underestimate the importance of simply showing up.
I learned this lesson 10 years ago in a small Guatemalan village.
Your presence is powerful.
@dickiebush
Excited about my 5th cohort!!
▪️Former Texan living in NC
▪️I write about investing.
▪️I’m building my own framework by studying successful investors.
▪️Building the Framework Challenge in public
Looking forward to connecting w/ other shippers!
How to buy a stock?
Let’s say you have $1,500 ready to invest. You have done your due diligence & feel the business will outperform over the next 3-5 years. The market has run up though & you think you can get a better price. It’s current price is $100, but you want to pay $75.
The most important trait of a Rule Breaker - Top Dog and 1st mover in an important and emerging industry. It is the most important of the 6 attributes.
@arvanaghi
@kamaroly
I’ve been reading through his shareholder letters.
They are awesome!
I think “Cash flow” is a close 2nd to “customer” for number of mentions.
Landed my 1st gig as a freelance writer!
I am extremely grateful to the Ship 30 community for encouraging me on this journey.
We are just getting started!
@ship30for30
I just hopped aboard the August Ship 30 for 30 cohort from
@dickiebush
&
@nicolascole77
!
Join me & 500+ others to learn the fundamentals of digital writing, form lifelong friendships, & publish every day for 30 days
Round 3-Let’s go!
Check it out!👇🏼🚢
3 Simple Questions to Help You Find Excellent Businesses.
A few thoughts from one of my favorite chapters in "Richer, Wiser, Happier" by
@WilliamGreen72
This Mauboussin and Gurley conversation does not disappoint.
One of my favorite parts was their discussion on the dangers of pattern recognition.
“There’s two error types. Only one of them matters. Missing the big one is all of the game.”
My conversation with
@mjmauboussin
and
@bgurley
on all things investing
We cover:
- AI
- regulatory capture
- the different types of increasing returns to scale
- hardware
- capital markets
- working with extreme talent
Bunch more
Enjoy
Are you making the most of each day?
Join me in reflecting on Covey's powerful exercise from 'Seven Habits.'
An introspective journey that transforms passing thoughts into deliberate inquiries.
#Ship30for30
People always ask why I keep doing
@ship30for30
.
Today I was in a breakout room with writers from Germany, Austria, Norway, and NYC.
We shared our stories, our struggles, our victories, and most importantly, we encouraged one another.
There's nothing else like it.
That's why!
I have always struggled with prayer.
My biggest issue: My prayers lacked honesty.
Because I worked in ministry most of my career, I was embarrassed to talk about it.
90 days ago, I began a new prayer journey. Here's what I've learned so far. 👇
TL;DR - 7 Principles from
@DavidGFool
that will change the way you invest.
1️⃣ Buy Businesses, Not Tickers
2️⃣ Be a Lifetime Investor
3️⃣ Diversify
4️⃣ Fish where Others Aren't
5️⃣ Check Your Emotions at the Door
6️⃣ Keep Score
7️⃣ Be Foolish and Have Fun
@MotleyFoolMoney
@JRogrow
@mjmauboussin
Here are the 3 things Buffett looks for:
◾A forward PE of 15 or less
◾90% confidence the company will have higher earnings five-years from now.
◾The company can grow EPS by at least a 7% CAGR, for the next five years with a 50% confidence level.
Warren Buffett. Peter Lynch. Charlie Munger. Philip Fischer.
All of these super investors use checklists.
I spent hours studying their criteria.
Here’s the ultimate list of investing checklist questions (all yours for free):
David Gardner recommended $NVDA in 2005 at $1.63 a share.
At its current price, that's a 492-Bagger.
How did he hold through the ups and downs?
He shared his secret in 2008. 👇
@DavidGFool
In 2008, David Gardner shared the world's greatest stock market secret.
It's been hiding in plain sight on the internet for 15 years.
[It's not a secret, it's just hard to do]
@DavidGFool
#Ship30for30
Nothing but smoke.
Ancient wisdom and modern frameworks collide as Bezos, Covey, and Solomon tackle life's biggest questions.
Grab a stool and eavesdrop on the beginning of their conversation.
#ship30for30
Update: I have renamed the “Beach House” portfolio. It will now be known as the “Day-trip to the Beach” portfolio.
Current Holdings
$UPST
$MNDY
$ETHE
$APPS
The beach house portfolio is almost complete. 3 out of 4 positions have been filled. The goal is to 5X in 5 years.
1️⃣ $CMLF
2️⃣ $UPST
3️⃣ $ETHE
4️⃣ ?????
What should # 4 be?
@dickiebush
I'm excited to connect with new Shippers.
This is my fourth cohort, so let me know if I can answer any questions.
This time around, I'm working on 30 questions to create an investing framework. I'll be summarizing many of the ideas I've been thinking about over the last year.
What is the greatest investing secret of all?
@DavidGFool
shared it with the world in 2008, and it still works today.
"Find good companies and hold those positions tenaciously over time to yield multiples upon multiples of your original investment."
Patient investors can thrive in a world of immediate gratification by finding a business that knows where they are headed and understands it takes time to get there. Extending your timeframe can expand your gains. $RDFN
Oil Discovered in Hell
Today, I stumbled upon an entertaining Buffett story while listening to
@FoundersPodcast
#182
.
It led to an excellent question for my investing framework.
#Ship30for30
John Rotonti has interviewed some of the world’s greatest investors.
He calls his recent interview with Bill Nygren, “the best value investing interview I've ever done.”
I agree.
Here are 7 lessons from their conversation 👇
{Part 1 of 2}
Rule Breaker One Pager
Finding great stocks is half the battle.
Master these 6 habits, and you'll set yourself up for success.
The 6 Habits of a Rule Breaker Investor 👇
@DavidGFool
If they made a Mount Rushmore for investors, David Gardner would be first on my list.
Last week
@DavidGFool
visited with
@TreyLockerbie
for over an hour.
Here are 9 Investing & Life lessons from their conversation 👇
I've had an idea trapped in my head for a while.
Today. I'm letting it out and beginning to build.
I'll be sharing my journey along the way.
But first, why am I doing this? 👇
The concept of inversion keeps popping up in my life. I’m reading a lot of stuff from these 3👇
Bezos - “Start with the customer and work backward.”
Covey - “Begin with the end in mind.”
Munger - “Turn a situation or problem upside down. Look at it backwards.”
@dickiebush
Hey All,
I’m Jason, and I’m from Texas. I can’t wait to start shipping.
I like to write about finance, faith, frameworks, and other random thoughts that pop into my head.
I'm excited to develop a consistent writing habit, find my niche, and make some friends along the way.
Some of the best books an investor can read aren't about investing.
I've discovered some of my favorite books through
@RBIPodcast
and
@DavidGFool
.
Here’s a list of every author interviewed on the podcast w/ links to the books and podcast episodes 👇