deepvalue @deepvalueAI
Helping value investors manage their portfolios. Track performance, taxes, dividends, and Superinvestors. deepvalue.ai New York, NY Joined October 2021-
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Investor reading list:
āStay in the game long enough to get lucky.ā
āStay in the game long enough to get lucky.ā
"Thereās a 100% correlation between what happens to the company and what happens to the stockāthe trick is it doesnāt happen over a week or even 6-9 months. Thatās terrific. Sometimes fundamentals get better and the stock goes downāthatās what youāre looking for." ā Peter Lynch
More income doesnāt solve poor money habits. Fix the foundation ā Build lasting progress
Force yourself to be in a good mood
āI have always wanted to improve what I do, even if it reduces my income in any given year. And I always set aside time so I can play my own self-amusement and improvement game.ā ā Charlie Munger
The solo builderās edge isnāt just speed. Itās asymmetry. While a company spends 3 weeks aligning stakeholders, you can ship 3 experiments. By the time they finish their slides, you already know which idea works. Thatās how 1 person can outship a hundred.
Donāt get so focused on building wealth that you forget to build a life. Money is a means to an end.
Underrated benefit of writing:
Larry Ellison on what made Steve Jobs great āSteve was my best friend for about 25 years. We were neighbors in Woodside and his peacock wandered onto my property and woke me up. His girlfriend had given him a peacock and I came over to complain.ā Steve replied: āYou donāt likeā¦
"Investing is one of the few professions where you can objectively improve every day until the day that you die." ā Naval Ravikant
Iāll die on this hill. Every time I add a new investor agent to our AI hedge fund, Iām reminded how many weeks of work LangGraph has saved me. Multi-agent wiring, memory, orchestrationā¦all done by @LangChainAI. Without it, this project wouldnāt scale past a single LLM.
Jeff Bezos on the first thing to do before starting a startup āThat blank sheet of paper stage is one of the hardest stages. And one of the reasons itās hard is because at that stage, thereās nobody counting on you but yourself. Itās really just you. And you can quit at anyā¦
"Never invest in a company without understanding its finances. The biggest losses in stocks come from companies with poor balance sheets." ā Peter Lynch
The true value of a portfolio:
āDoing well with money has a little to do with how smart you are and a lot to do with how you behave.ā ā Morgan Housel
Goldman agrees ā¦
Greatness is forged in private. In the empty room. In the late night commits. One day theyāll call it luck. But youāll know it was willed into existence.
Elon Musk explains how anyone can learn to be innovative āI think itās possible to learn to be innovative. A lot of times for any given thing, you have to say, āDid you try?ā This may sound obvious, but actually try. Somebody might wonder, āCan I be innovative?ā Well, have youā¦
ROIC > WACC for value creation Measure using EVA (Economic Value Added) EVA = NOPAT - (IC Ć WACC) Where: NOPAT = Net Operating Profit After Taxes IC = Invested Capital WACC = Weighted Average Cost of Capital $MSFT example: MSFT EVA = $71.8B - ($290.7B x 10%) = $42.7B Theā¦
William Green @WilliamGreen72
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ęµęć®å¤¢ @Hafid27_
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Christopher Bloomstra... @ChrisBloomstran
121K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. Itās a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
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421 Followers 3K Following āExtreme patience combined with extreme decisiveness. You may call that our investment process. Yes, it's that simple.ā ā Charlie Munger
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