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1/ Thread: The trick to own a stock for the long termOne of the most common mistakes in investing is to sell too soon. I believe most of us will
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1/ Thread: Who are your peers?Bill Ackman was once asked what's the most influential thing Buffett has ever said. He referred to the following Buffett quote. 2/ "If you want
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1/ Thread: $TCEHYI have rudimentary understanding on tech in China. @packyM wrote a fascinating piece on $TCEHY which I came across today and wanted to leave my notes here.It is
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1/ Notes from @rorysutherland episode at @InvestLikeBest This episode was a reminder of Munger's latticework of mental models, and how much knowledge from other fields can actually be transferable to
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1/ Notes from @mjmauboussin episode at @InvestLikeBest Anyone who has been following me for a while knows I'm a big Mauboussin fan. In this episode, they mainly discuss about his
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1/6 Thread: Take rates for different marketplaces and business modelsJust came across (h/t @Scuttlebutt_Inv) a study which contains take rates for different marketplaces and business models. 2/6 Let's start with
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1/8 Thread: My behavioral biasesIt is absurd to think market is riddled with behavioral biases but I myself am somehow immune from these very biases. Most investors are aware of
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1/ Notes from Katrina Lake ( $SFIX CEO) episode at @InvestLikeBest First things first, I have no idea whether $SFIX will be $1 Bn or $100 Bn business 10 years
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1/ Thread: Looking beyond accounting based earningsImagine there's a genie who comes to you two months before the next quarter ends and tells you whether the stocks you own will
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1/ Thread: Big tech's cash hoarding and its implicationsAt the end of 2Q'20, here is the Net Cash balance (Cash-ST and LT debt) of the big tech:$AAPL +73 Bn$GOOG +106
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1/ MEGA THREAD: Long $BRKI follow three steps while investing in BRK.1. Read BRK annual shareholder letters2. Read Semper Augustus (SA) annual client letter in which @ChrisBloomstran discusses BRK for
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1/ Thread: Is Cricket a game of skill or luck?Cricket is the only sport I have religiously followed since childhood.You don’t have to understand Cricket to be able to follow
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