Swiss Army Knife Investing
@deadcompwalk
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Motivation is perishable, act on it immediately. Love the stock markets. Quality compounders are the way, but a swiss army knife mindset is invaluable.
Joined November 2021
Not doubting the numbers, but this ignores a crucial fact that companies that make it to S&P 500 are some of the most dominant businesses, with expanding TAMs, already large or expanding moats and profits. It's no wonder 90+% of investors fail to beat S&P 500.
Why I don’t invest in the S&P 500: - only 25% of the index has a FCF/share growth greater than 15% - only 26% of the index has a return on capital greater than 12% - only 12% of the index has both of the above - I don’t want to own banks, airlines, energy companies, mining companies, utilities, heavy industrials and biotechs - I don’t want to own anything discretionary - I don’t want to own alcohol, tobacco or gambling stocks - I don’t want to own anything highly leveraged or highly cyclical What would you add?
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RT @bryan_johnson: When in India, I did end this podcast early due to the bad air quality. @nikhilkamathcio was a gracious host and we wer…
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RT @DRGinvests: These quality businesses are on my watchlist. Due diligence done and waiting for the right entry point. $ROP Roper Techno…
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RT @SleepwellCap: Buy companies with explosive earnings at low single digit multiples is probably a decent strategy now that I think about…
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RT @iancassel: The smaller the company the more important management becomes. If you want to find great companies early you must find great…
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RT @realroseceline: Most people overcomplicate investing. The key? Reset your focus. Look for simple, easy to understand businesses that ca…
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@OnTheGrapevine do these people really make 1.6cr as software engineers or are those numbers inflated?
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RT @dalibali2: Meta should be up on this. If the cost of compute goes to zero (hypothetical of course), it’s a huge beneficiary. Unlikely o…
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RT @qualityequities: China’s DeepSeek has released AI modelscomparable with those of leading U.S. companies such as OpenAI and $GOOG $GOOGL…
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RT @thexcapitalist: Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you belie…
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@blondesnmoney TIL that a CEO attending a Harvard Business School course and AI conferences is supposed to be a huge flex:
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@BRuss008 @qualityequities Following this. Been super intrigued since I found out Dev Kanteseria owns it.
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@investingdpark @bkaellner @saylor @MohnishPabrai @Brookfield @wagonsfund @MicroStrategy Could you explain what you mean by "permanent capital of MSTR?"
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