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When Druckenmiller Speaks, We Listen
The closest thing to a god in markets (30% CAGR over 30 years, no down years)
Nov 29
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@ValueInvesting
23
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When Druckenmiller Speaks, We Listen
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3
How Brands Are Born
The Soul Product: Self-Actualization in tangible form
Nov 15
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@ValueInvesting
14
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How Brands Are Born
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October 2024
Buy Low & Sell High: Why Is It So Difficult?
🗞️ Read my latest Nikkei commentary... link inside!
Oct 6
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@ValueInvesting
12
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Buy Low & Sell High: Why Is It So Difficult?
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7
September 2024
Understanding Reflexivity with $INTC
George Soros: "Stop trying to make EMH happen, it's not gonna happen"
Sep 29
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@ValueInvesting
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Understanding Reflexivity with $INTC
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5
August 2024
Why Buffett BOUGHT Apple
The Isaac Newton of our time
Aug 11
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@ValueInvesting
15
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Why Buffett BOUGHT Apple
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The Intelligent Gambler: 10% x 1,000 > 90% x 100
The Art of War & Politics in Markets: Distilling Risk out of Leverage
Aug 4
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@ValueInvesting
10
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The Intelligent Gambler: 10% x 1,000 > 90% x 100
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June 2024
When To Sell Stocks, According To Warren Buffett
"Our Favorite Holding Period Is Forever" - What Did Buffett Really Mean?
Jun 23
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@ValueInvesting
13
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When To Sell Stocks, According To Warren Buffett
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4
Value Investing: How To Invest Like A God
Could a God who can see the future beat EMH? Yes, it's called Value Investing.
Jun 15
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@ValueInvesting
8
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Value Investing: How To Invest Like A God
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March 2024
Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio
"Valuations of Wonderful Businesses aren't what they used to be." #QE
Mar 17
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@ValueInvesting
23
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Value Investing for Professionals
Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio
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Value Investors = Business Owners. Here's The Irrefutable Accounting Proof.
“How can you value investors call yourself REAL business owners when you're just trading stocks?” — An actual conversation.
Mar 10
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@ValueInvesting
16
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Value Investing for Professionals
Value Investors = Business Owners. Here's The Irrefutable Accounting Proof.
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5
February 2024
RISK: The Definitive Value Investing Definition
What does Buffett really mean by "Rule No. 1: Never Lose Money"?
Feb 4
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@ValueInvesting
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RISK: The Definitive Value Investing Definition
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January 2024
Was John Maynard Keynes A Value Investor?
Did you know that the Father of Keynesian economics switched from being a Cyclical business cycle forecasting investor to a Long-term "buy and hold…
Jan 7
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@ValueInvesting
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Andrew Smith
15
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Was John Maynard Keynes A Value Investor?
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