Investing Wisdom Daily @DailyCompounder
Follow to get one daily article/tool/resource to become a better investor. We aim to post evergreen content (vs. topical commentary). Compoundsville, USA Joined June 2023-
Tweets182
-
Followers113
-
Following36
-
Likes27
compounderspod.substack.com/p/what-if-some… Value investors are known for being skeptical of optimism and euphoria. But can that approach have downsides? In this post - “What if Something Good Happens? - @BenClaremon discusses.
investmenttalk.co/p/building-moa… Many investment articles discuss how to identify existing moats. But is it possible to identify a company that is building their moat? @irnsdersrch (via @InvestmentTalkk) suggests five questions that may help.
tonyisola.com/2023/04/how-to… This post - "How To Unlock Your Financial Creativity" from @ATeachMoment applies the principles in legendary music producer's recent Book "The Creative Act" (a great book) to investing. Follow for one piece of investing wisdom daily!
behavioralscientist.org/yates-expect-u… This article - "Why Randomness Doesn’t Feel Random" - from @Kit_Yates_Maths in @behscientist - while not strictly investing related - highlights a relevant bias: our tendency to see patterns and causes/effects when they don't exist.
bloomberg.com/news/articles/… Something a little different today: an article from Oct 2022 describing that Bloomberg economists' predict a 100% chance of recession in the next year. A good reminder as we head into the new year to ignore predictions (even when very confidently-made).
awealthofcommonsense.com/2023/06/the-ev… This post from @awealthofcs - "The Evolution of Financial Advice" - is a must-read. It provides critical context for the current state of markets and financial advice by providing a succinct summary of the (massive) changes over the last 100 years.
gregspeicher.com/?p=59 In this brief, bullet-point post "Investment Journaling" @Greg_Speicher advocates for the use of an investment journal - and, more broadly, for creating an auditable process that allows improvements in decision making. Follow for more daily wisdom!
theirrelevantinvestor.com/2022/05/11/twe… This post - "20 Lessons Learned" - from @michaelbatnick in May 2022 (in the midst of a significant market downturn) is a nice, quick list of timeless investment wisdom, including "you’re not a genius on the way up or an idiot on the way down."
everynetnet.com @everynetnet has a database of 1,500+ Net-nets (companies trading below their net current asset vale) in 50+ countries The interface is extremely user-friendly - and it's just in beta, so it's being updated regularly. Follow for more daily wisdom!
blogs.cfainstitute.org/investor/2014/… In this 2014 piece "Skills That Separate You as an Investment Manager: Introspection" @deceptruth discusses the importance of self-knowledge and introspection - with tips about how to get better. Follow for one piece of investing wisdom daily!
MUST READ 🙏 Remembering my teacher Charlie Munger - By Li Lu Thursday, November 30, 2023 I was on a business trip in Asia on Tuesday when I got the call from the Munger family informing me that Charlie was in his final hours. I hopped onto the next flight I could find to…
ft.com/content/70a2a9… This 2014 @FT piece from @TimHarford - "An astonishing record - of complete failure" - discusses economists' total lack of foresight about the 2008 collapse to reiterate an evergreen conclusion: forecasts should not be taken seriously.
demystifyingmarkets.com/dont-invest-li… In this post - "Don't Invest Like a Billionaire" - Conor Feldmann discusses how it is often unwise to follow the investment strategy of the super-wealthy/famous ...because they are typically playing a different game. Follow for daily investing wisdom!
suredividend.com/charlie-munger… There is no shortage of lists of Charlie Munger quotes going around today - but here's one more. Follow for one piece of investing wisdom daily!
aqfd.docsend.com/view/93r2fdy33… In this PDF: "The Search for a Behavioral Edge in Investing" Cornelius Kik (linkedin.com/in/cornelis-ki…) summarizes many biases, fallacies and other suboptimal mental and physical states that lead to poor decisions - and how to avoid them (via @GSpier).
pictureperfectportfolios.com/quantitative-m… In this interview by @NomadicSamuel (part of a series on different investment approaches), @RTelford_invest describes his quantitative approach to investing in microcaps. Follow for one piece of investing wisdom daily!
compounderspod.substack.com/p/saying-goodb… In this deeply personal post "Saying Goodbye to Benjamin Graham" @BenClaremon discusses the evolution of his investing philosophy (moving on from "deep value" stocks) and why it's important to reevaluate our approach over time (but not too frequently...)
netnethunter.com/value-investin… In this post - "Value Investing: To Beat the Market You Have to Underperform" @netnethunter discusses how, while value-based investing strategies outperform in the long run, they will almost certainly underperform for long periods.
grahamduncan.blog/the-playing-fi… In this insightful post - "The Playing Field" - @GrahamDuncanNYC uses his experience interviewing and assessing 5,000+ investment managers to define "five levels of the game" of investing.
BetsyThackeray @ASDIWj8Zvz9HkRZ
3 Followers 804 Following
OdeletteBarrett @OoPcHg029R8XQJ
2 Followers 412 Following
Parmanand Parmanand @PParmanand76253
12 Followers 61 Following
Invest2Grow.com @Invest2Growcom
337 Followers 4K Following Investing in the stock market has been my passion for over 35 years. I like momentum plays as well as scaling into solid stocks pyramid-style.
Mihkel Kõrgesaar @korgesaarmihkel
73 Followers 206 Following Assistant Professor in Naval Architecture @ #TalTech | Avid structural analyst
FedWatchPro🇺🇸 @Erhiejaw126420
65 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tortoise Tips @TheTortoiseTips
76 Followers 157 Following 🐢 Making better predictions! 🌏 24/25 - 36k 📧 Link to newsletter below! #FPL #FPLCommunity
Yzrorvu @Yzrorvu7432
1 Followers 148 Following
kush kapoor @Kush1141
145 Followers 2K Following Deep Value Investor📈🌟↗️ (Contrarian) Passionate in Equity Markets👨💻🔗 Multibagger Approach 💸💫 Just A Common Man on Dalal Street🧑
Jay @kneppapeppa22
202 Followers 1K Following
Leanne @amara_von38320
67 Followers 3K Following
JasperOeberiusKaptei @JasperOebKap
154 Followers 897 Following Amsterdam investor, fundmanager@ https://t.co/gcpq7Hu7ua Mean reverter, Mungerfan https://t.co/mqkbfUhZMA.your.own, https://t.co/CfXYq9xf7J.not.advice.
Roughnea @Roughnea4dtThK
38 Followers 4K Following
Tutethath @TutethathUBwiA
55 Followers 6K Following
moti ronen @MotiRonen
67 Followers 895 Following
יניב @yanivlugassy
17 Followers 80 Following
Gibe78 @Gibe78
19 Followers 278 Following
Ken Patel @chaiwalaken
6 Followers 44 Following
Im @lmwqgobthm
48 Followers 404 Following
Saxon @Saxons_Eye
879 Followers 1K Following ~ Chart analyst ~ all caps ~ CND/US ~ Prudence powered by numbers = prosperity. ~ Sharing perspectives, not advice.
Wendy @teateson56348
73 Followers 7K Following Life is like a box of chocolates, you never know what you are going to get.
Nioffee @Nioffeentf
43 Followers 4K Following
Virginia @miyanishia8850
66 Followers 7K Following
Sheartoo @sheartoo42494
46 Followers 5K Following
Frisher @Frisherln9
43 Followers 5K Following
Thuston @ThustonB8EN_6
43 Followers 4K Following
Llily @4SC72LxMlmA6XhU
79 Followers 6K Following Take the risk and be a successful person in life ♥️❣️
Francis Barriault @BarriaultFranc2
226 Followers 2K Following HF L/S Analyst // Not Investment Advice
Heartoush @HeartoushIHR
47 Followers 4K Following
JoannaGibbon @XrHiX1pE0jZ08Sz
67 Followers 7K Following
Retough @RetoughrafL
42 Followers 4K Following
BeatriceHobson @O1l8xU19403TO
37 Followers 3K Following
G Singh @guru_simpa
12 Followers 231 Following
Niveathear @NiveathearEpn
43 Followers 4K Following
KittySailsbury @58NnH8853M0Vpe
39 Followers 4K Following
DeirdreLena @10REWZC2tcWaPd
32 Followers 3K Following
Xaviera @Uyx2j6Saw8b3Nt
77 Followers 7K Following
Erskine @5X5lr2ieH7m63V
72 Followers 7K Following
FayObadiah @24XD3v4o80iDVh
80 Followers 7K Following
Kyla @kurokomiki96965
74 Followers 7K Following
Rick Lobe @gangshalishyt
5 Followers 205 Following
Goose 🪿 @goosecaps
1K Followers 4K Following ❶ noob SWE @ f500, ❷ looking for ways to add value ❸ enjoy building things, i.e. @everynetnet ❹ 6’3” btw
Koyfin @KoyfinCharts
69K Followers 403 Following Koyfin is a financial data and analytics platform for researching global stocks, ETFs, Mutual Funds, macro trends, and portfolios. Sign up for free.
hoy finanzas. @hoy_finanzas
579 Followers 80 Following checklist, PDFs & tesis de inversión. tweets no son recomendaciones de inversión. https://t.co/4PJpSgx8XS
Norbert Lou @NorbertLou
3K Followers 9 Following
Alibaba Group @AlibabaGroup
261K Followers 2K Following Driven by passion and imagination, we are at the forefront in AI, Cloud, and e-commerce. Join us on this journey! 🚀✨
Negative Alpha @NegativeAlp
4K Followers 859 Following Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
Saj Karsan @SajKarsan
5K Followers 487 Following Started a value investing fund with $400K, which is worth $14 million now
Ian Cassel @iancassel
277K Followers 644 Following Finding great companies early @MicroCapClub // CIO @IntelligentCM
Charlie Munger Fans @CharlieMunger00
86K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony White
Kevin Gee @kevg1412
23K Followers 2K Following “Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc
Steve Liesman @steveliesman
173K Followers 4K Following CNBC's senior economics reporter. Over at Bluesky
AAII SentimentSurvey @AAIISentiment
21K Followers 6 Following The official source for the American Association of Individual Investors' Stock Sentiment Survey.
Turtle Bay @turtlebay_io
24K Followers 518 Following Business History l Investment Cases l Financial Data
Shanghai Macro Strate... @ShanghaiMacro
53K Followers 292 Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
CN Wire @Sino_Market
120K Followers 788 Following Covering China's business and market. #CN_Note #ChinaChart Check out our realtime news website @MKTnewscom
Hindenburg Research @HindenburgRes
877K Followers 0 Following Popped bubbles as we saw them, including our own. We expressed strong opinions. Not investment advice.
Patrick De Haan @GasBuddyGuy
67K Followers 2K Following Head of Petroleum Analysis X authority on #gasprices “America’s best-known gas price expert" "The 🐐 of gas price trackers" Mythbuster. Debunker. Fact Checker.
John Mihaljevic @JMihaljevic
13K Followers 3K Following Value investor. Chairman @manualofideas, The Zurich Project, Ideaweek St. Moritz. Editor/Host, Latticework. Co-Host @twiii_podcast. Author, The Manual of Ideas.
Brian Sullivan @SullyCNBC
193K Followers 2K Following One of the world's longest tenured financial broadcasters. Reported & hosted all over the world. Data driven journalist. Storyteller. Surprisingly funny.
Julianne Geiger @JuliOnTwtr
7K Followers 209 Following Writer, editor, researcher for https://t.co/pHaQcLTGzo
Brendan Ahern @ahern_brendan
13K Followers 561 Following China/EM CIO responsible for +$6B Author of https://t.co/1FuX6wbJUT Personal opinions views & not advice KraneShares Funds' Prospectus & Disclosures https://t.co/9KJyrMutM1
Compounding Quality @QCompounding
463K Followers 397 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Charlie Bilello @charliebilello
674K Followers 150 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Amena Bakr @Amena__Bakr
150K Followers 1K Following Head of Middle East Energy & OPEC+ Insights @Kpler. Award winning journalist, Ex-Reuters/@energyintel. [email protected]
ValueNotDeadYet @ValueNotDeadYet
4K Followers 775 Following ~AlwaysLookingForValue~ ~Take the Win~ ~Manage the Expectations, Manage the Outcome~ #COM #Alpha #SmallCaps #VNDY
Upslope Capital @UpslopeCapital
25K Followers 592 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Scott Reardon @Scott_Reardon_
2K Followers 50 Following Author of "The Dark Continent" thriller series and "The Death of a 10-Year-Old Boy." Founder & Portfolio Manager at Dakota Funds. **Not investment advice.**
🕵️♀️ @Mandeep_Singh14
2 Followers 27 Following
GG @gahsgsvsvsv
25 Followers 231 FollowingTrends for United States
You might like
