@MnkeDaniel Daniel Mahncke
Daniel Mahncke posts on X about the most, books, herms, business the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +3,461%
- [--] Month [-------] +9,686%
- [--] Months [-------] -90%
- [--] Year [---------] -90%
Mentions: [--] #
- [--] Month [--] -40%
- [--] Months [--] -71%
- [--] Year [--] -72%
Followers: [-------] #
- [--] Week [-------] +0.19%
- [--] Month [-------] +0.42%
- [--] Months [-------] +2%
- [--] Year [-------] +6.80%
CreatorRank: [-------] #
Social Influence
Social category influence finance 47.62% stocks 14.29% fashion brands 11.43% luxury brands 10.48% technology brands 6.67% countries 4.76% cryptocurrencies 1.9% travel destinations 1.9% celebrities 0.95% ncaa football 0.95%
Social topic influence the most 14.29%, books 11.43%, herms 10.48%, business #1060, money 8.57%, if you #3117, how to 6.67%, list 5.71%, investment #480, ai 4.76%
Top accounts mentioned or mentioned by @leboenojeannot @tip_network @iarm8nl @varunvmalhotra @ddblakefischer @pernasresearch @smallcapcompass @varunv_malhotra @mrchoudhury @william_r2rclub @richardhurtz87 @notmarkleonard @realroseceline @rihardjarc @bogumilnyc @speedwellllc @mindset4moneyx @qualityinvest5 @feliimartiinez @wheeltail
Top assets mentioned Alphabet Inc Class A (GOOGL) Duolingo, Inc. (DUOL) MercadoLibre Inc (MELI) S&P Global Inc (SPGI) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Microsoft Corp. (MSFT) Stryker Corporation (SYK) Meta Platforms, Inc. (META) Philip Morris International Inc. (PM) Automatic Data Processing Inc (ADP) Metadium (META) Adappter Token (ADP) Now Coin (NOW) Salesforce Inc (CRM) Nike Inc (NKE) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Duolingo $DUOL trades below IPO prices. I'm currently looking into the company. I didn't think I'd like what I see but I gotta say at current valuation levels it might be interesting to go deeper. Companies like Chegg were completely disrupted by AI. Duolingo has nothing but benefitted from AI to this point. Daily active users went from [--] million to [--] million. Revenue rose from $250 million to nearly $1 billion. Operating margins went from negative 2.5% to positive 11%. Compare that with a possible data moat gained from years of being the most used language learning app in the world and"
X Link 2026-02-08T21:51Z 117.4K followers, [----] engagements
"When my portfolio goes down (yes I own some software) I like to remind myself of some biases I don't want to fall prey to. One of Charlie Munger's favorite books on Human Behavior is Influence by Robert Cialdini. Here are [--] Learnings that I apply in times like these: [--]. Automatic Behavior Patterns - We use stereotypes as shortcuts and by and large they help us. But they can also work against us: a 50% Stock Price Drop doesn't mean cheap. "What do you call a stock that's down 90% A stock that was down 80% and then got cut in half." [--]. Commitment and Consistency Bias - We feel pressure to"
X Link 2026-02-13T16:32Z 117.4K followers, [----] engagements
"Mercado Libre: E-Commerce + Payments = Unbeatable Flywheel Every once in a while theres a statistic that sounds so absurd it almost feels made up. One of those this cant possibly be right kind of http://x.com/i/article/2023003085023363072 http://x.com/i/article/2023003085023363072"
X Link 2026-02-15T13:50Z 117.4K followers, 31.7K engagements
"4. Terry Smith $MSFT - Microsoft Corp. (12.5%) $SYK - Stryker Corp. (7%) $META - Meta Platforms Inc. (7%) $PM - Philip Morris Intl. (6%) $ADP - Automatic Data Processing Inc. (6%)"
X Link 2024-02-05T12:38Z 117.1K followers, [----] engagements
"@leboenojeannot But shouldn't that increase the paid conversion rate measured by using DAU instead of MAU"
X Link 2026-02-09T20:07Z 116.9K followers, [---] engagements
"@richard_hurtz87 I haven't done work on $NOW yet so I can't comment on that but I've heard a lot of bullish takes on it"
X Link 2026-02-09T20:39Z 116.9K followers, [---] engagements
"I'm the first to say I'm not an expert in SAP or CRM functionality. However I have not yet heard from a single company that thought it would be realistic to vibe code this. Everyone I talk to says it's unimaginable. Give everyone I talked to worked at major corporations. But that's the target audience for $CRM. They can lose smaller players. That's on the margin. https://twitter.com/i/web/status/2021163087189921903 https://twitter.com/i/web/status/2021163087189921903"
X Link 2026-02-10T10:03Z 116.9K followers, [--] engagements
"Charlie Munger once said there's only one stock in the fashion industry he would ever own Herms. Herms is arguably the strongest brand in the world. It outperformed the market for decades. Here's a Deep Dive and Valuation of Herms 👇"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"1. The Highest Tier of Luxury There are levels to the luxury game and Herms is the king. You can see thousands of LVMH bags outside but you. rarely ever see a Birkin or a Kelly bag. Even if you have the money to buy them it's not guaranteed that you get one. That creates scarcity and the exclusive feel that very few brands in the world can create. https://twitter.com/i/web/status/2021237774557577571 https://twitter.com/i/web/status/2021237774557577571"
X Link 2026-02-10T15:00Z 116.9K followers, [---] engagements
"2. The Gaiting Mechanism Why can't you buy a Birkin bag even if you have the money It's a common practice in luxury. The most prestigious products are reserved for loyal customers. You have to build a relationship with the store and "level up" to get a shot at buying a Birkin one day. It's a controversial sales technique but highly efficient. Both in maximizing profits and preserving the brand image. If you see someone with a $30000 Birkin bag you can be sure that person spent at least 5x times that amount on Herms goods to be able to buy it."
X Link 2026-02-10T15:00Z 116.9K followers, [---] engagements
"3. Manufacturing Excellence What makes Herms special Besides century long history Herms manufactures its bags like no one else. Everything is made in France. So it's not just a label but a fact. There's a "One Man One Bag" policy. Every bag is manufactured and assembled by the same artisan. To become an Herms artisan you have to go through [--] months of training and to be considered a Master it takes five years. https://twitter.com/i/web/status/2021237809760350495 https://twitter.com/i/web/status/2021237809760350495"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"4. Family Ownership Today Herms is led by the sixth generation of the Herms family. Fun Fact: To join the executive team every family member must spend at least [--] years in manufacturing the so-called "Apprentice Tradition." The family ownership and leadership are why I believe that Herms was able to overcome the constant temptation of "just a little more" that most luxury brands succumb to sooner or later. Just a little more volume just a little more cost-saving . https://twitter.com/i/web/status/2021237825950318871 https://twitter.com/i/web/status/2021237825950318871"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"5. Business Breakdown Herms makes most money with its bags about 40% of revenue. They sell it all over the world. The most important market is China. That's where you have most volume but also the highest margins almost 50% The reason is simple. Imagine your waitlist for the Paris flagship store has [---] names. In Shanghai it has [----]. To keep scarcity you can only give out 20-30 in Paris but ten times the number in Shanghai. https://twitter.com/i/web/status/2021237842740215967 https://twitter.com/i/web/status/2021237842740215967"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"5.1 Store Count And selling more bags in Shanghai doesn't require more stores or many more employees. In fact Herms' store count has been declining for a few years now. And yet revenue compounded at 17% since then. Herms doesn't need a lot of stores to sell. For the big purchases clients are invited to the flagship stores. Herms doesn't need to be in Tier [--] cities to follow customers; customers come to them. https://twitter.com/i/web/status/2021237857898332542 https://twitter.com/i/web/status/2021237857898332542"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"6. Structural Tailwinds Herms aims for the Top 0.1%. LVMH customers are aspirational buyers. They save some money and fulfill a dream by buying an LVMH bag. Herms customers don't even think about spending $30000 on a bag. And guess what that customer base is growing fast. The Top 0.1% have grown by a CAGR of 9% over the last decade. https://twitter.com/i/web/status/2021237873895407695 https://twitter.com/i/web/status/2021237873895407695"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"7. Where to put the Billions If there's one problem Herms has it's that they don't know where to put the billions. Cash has compounded at a CAGR of 25% over the last decade. That means the balance sheet looks phenomenal. However due to the hefty multiple dividends or buybacks barely move the needle. Despite paying out more than [---] billion in dividends last year the yield was still below 1%. Good problems to have but still a negative for investors. https://twitter.com/i/web/status/2021237889854820462 https://twitter.com/i/web/status/2021237889854820462"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"Valuing Herms With Herms it's all about the multiple. The business will grow high-single digits and perhaps faster should a new market like India accelerate. If the multiple stays stable which it has for years I expect a high single-digit return. If the multiple goes up you can expect more. However where is it supposed to go from here In my opinion Herms is a good buy when you get the chance to grab it at 30x earnings. How could that happen Good question. But if you had told me a couple of months ago that I could buy a Ferrari at 30x I wouldn't have believed you. The same is true for half the"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"I spent 40+ hours of research on Herms. Beyond this threat there's a podcast episode and a newsletter. I would highly appreciate you liking and retweeting this Thread so more people can see it. Thank you very muchHerms"
X Link 2026-02-10T15:00Z 116.9K followers, [--] engagements
"@iarm8nl The quote: "I suppose if you offered me Herms at a cheap enough price I'd buy it but short of that I'm not going to buy any style company.""
X Link 2026-02-10T15:59Z 116.9K followers, [--] engagements
"@varunv_malhotra @NotMarkLeonard @realroseceline @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 Appreciate it Varun 🙏"
X Link 2026-02-13T10:04Z 117.3K followers, [---] engagements
"@DDBlakeFischer Appreciate it @DDBlakeFischer You're right about the valuation. The idea of the model is to be supplementary to the qualitative research. There are certainly details not captured. I do believe SPGI is attractive here"
X Link 2026-02-14T19:54Z 117.4K followers, [---] engagements
"Considering that Duolingo runs about [---] A/B tests a quarter and has by far the most data on language learning I think that will be difficult for any AI to match. There are plenty of other risks for $DUOL in regard to AI though. [--]. Risk of AI and Real-Time Translation: While I strongly believe learning a language is something special and no translation service will ever give you the same feeling as talking to someone face-to-face in the same language the most serious learners are learning English for job opportunities (not new languages as a hobby). And it's likely more effective to work with"
X Link 2026-02-13T12:40Z 117.4K followers, [----] engagements
"@felii_martiinez Thanks I'm long too. I think it's a great company at an attractive price"
X Link 2026-02-15T17:20Z 117.4K followers, [---] engagements
"@Wheel_Tail Which is why I like it right now. $MELI was overvalued and has since grown into its valuation. And arguably beyond"
X Link 2026-02-15T17:21Z 117.4K followers, [---] engagements
"One of my favorite investing videos out there Seth Klarman rarely does interviews fortunately he did this one. It's only ten minutes. Watch it before you go to bed tonight. It's worth it:"
X Link 2023-09-14T18:12Z 117.4K followers, 515.2K engagements
"Billionaire Investor Howard Marks has published Memos for over [--] years. In my opinion its a gem every investor should internalize. Here are the key concepts you need to know👇🏼"
X Link 2023-03-31T14:04Z 117.4K followers, 412.6K engagements
"Franois Rochon is one of the most successful modern Value Investors in the world. Over the last [--] years he returned 5355% vs 1177% for the S&P. Here's how he values stocks and invests👇 (+ Free PDF of all his Shareholder Letters)"
X Link 2023-07-10T12:02Z 117.4K followers, 312.8K engagements
"15 Biases that distort our Decision Making in less than [--] minutes: [--]. Confirmation Bias - We interpret new information as confirmation of our existing beliefs. [--]. Availability Bias - We tend to rely on information that comes to our mind easily/the quickest. [--]. Action Bias - We favor action over inaction. That's why we sell or buy prematurely. [--]. Overconfidence - We overestimate our own knowledge and ability. Paradoxically we feel more knowledgeable the less we know. [--]. Survivorship Bias - This is a sample bias that occurs when we assess only successful outcomes and disregard failures. 6."
X Link 2023-10-14T10:56Z 117.4K followers, 493.1K engagements
"Michael Mauboussin just wrote a phenomenal paper on multiples and their role in valuing companies. The paper is [--] pages long. Let me give you an introduction by breaking it down for you: The paper discusses [--] topics: [--]. What Multiples Miss [--]. The Two Most Popular Multiples [--]. Alternative Measures of Earnings [--]. EV/EBITDA Deep Dive [--]. What Multiples Miss [---] Main Problem: Multiples tell us nothing about the returns of a company. And if the returns are insufficient (below or at the cost of capital) growing earnings are irrelevant. - Return above Cost of Capital - Higher growth leads to higher"
X Link 2024-04-24T14:50Z 117.4K followers, 136.1K engagements
"Superinvestor Bill Ackman placed a $1.4 billion Bet on Nike Stock It's +11% of his Portfolio Since then Nike stock is 20% cheaper. Is it a good buy now Let's take a look at Nike's Valuation: $NKE"
X Link 2025-01-12T11:29Z 117.4K followers, 775.5K engagements
"4 High-Quality Stocks that dropped 50% and whether they're opportunities now: [--]. $ADBE Adobe is now in its largest drawdown since almost [--] years. But has AI impacted the business Growth since ChaGPT release: - Revenue: 10%+ CAGR - EPS: 14% CAGR - FCF: 10% CAGR More generated content means more content that needs to be edited. Yes there might be seat compression but Adobe's customers are the top 1% of the creative industry not you and me. They need the best tool in the market. AI won't be able to replicate Adobe's tools. What might happen is that it replaces the first 50% of editing work"
X Link 2026-02-09T14:59Z 117.4K followers, [----] engagements
"$SPGI is down 10% at market open. It's now 25% lower than just four weeks ago. I believe the market misunderstands how SPGI plays the AI game for these reasons: - More than 95% of S&P's Market Intelligence data is proprietary - S&P owns its own LLM through Kensho which is integrated into CapitalIQ and other business segments - The Ratings Business the heart of the company sells trust and regulatory approval not just a service that can be replaced by AI. S&P Global is to some extent becoming a company that's increasingly important because of its proprietary data that can't be found anywhere"
X Link 2026-02-10T14:42Z 117.4K followers, 12.6K engagements
"@pernasresearch I agree. I also think Duolingo is more likely to be an AI loser than a winner. That's not saying they will lose; however the asymmetry (in regard to AI) is to the wrong side in my opinion"
X Link 2026-02-13T23:54Z 117.4K followers, [---] engagements
"@varunv_malhotra Totally agree. I came out of my research thinking Duolingo doesn't have a durable moat. The price is attractive but that's not enough for a long-term position"
X Link 2026-02-13T23:55Z 117.4K followers, [--] engagements
"@SmallCapCompass I like to look at small caps but I'm not doing so based on price-to-Book ratios or the broader market"
X Link 2026-02-13T23:57Z 117.4K followers, [--] engagements
"The Company Behind the Market S&P Global is best known for the S&P [---] index and if you are a bit more well-versed in the financial sector you probably know its Ratings business too. But the http://x.com/i/article/2022460266751934464 http://x.com/i/article/2022460266751934464"
X Link 2026-02-14T13:23Z 117.4K followers, 108K engagements
"I'll update it. When I first researched $SPGI it traded much higher. At that point I try to work as efficient as possible (I deep dive one business as week which is a lot 😅). When prices drop to where they get more attractive I revisit the valuation and update it. Id say SPGI is there now. https://twitter.com/i/web/status/2022763917047730563 https://twitter.com/i/web/status/2022763917047730563"
X Link 2026-02-14T20:04Z 117.4K followers, [--] engagements
"Thanks Francisco Glad you liked it And I agree with you. If you exclude goodwill then ROIC tells you what return SPGI earns on the operating/tangible capital base. That's useful when you want to figure out the operating efficiency. That'S the point I tried making. However the full picture is to include it which will tell you what return SPGI earns on the full price paid for its asset base. https://twitter.com/i/web/status/2022821322124829116 https://twitter.com/i/web/status/2022821322124829116"
X Link 2026-02-14T23:52Z 117.4K followers, [---] engagements
"@omkar_jagdale Their management team has done an extraordinary job Incredible how they navigated that environment. Venezuela used to be one of $MELI biggets markets. Now it's non-existent. At no point did that stop MELI from growing"
X Link 2026-02-15T22:02Z 117.4K followers, [---] engagements
"3. Li Lu $GOOG - Alphabet Inc. CL C (40%) $BAC - Bank of America Corp.(27%) $BRK.B - Berkshire Hathaway (17%) $EWBC - East West Bancorp (8%) $AAPL - Apple Inc. (7%)"
X Link 2024-02-05T12:38Z 117.1K followers, [----] engagements
"7. Seth Klarman $LBTYK - Liberty Global Ltd (18%) $VRTV-OLD - Veritiv Corp. (11%) $GOOG - Alphabet Inc. (10%) $FIS - Fidelity National Information Services (7.5%) $LSXMK - Liberty SiriusXM Series (7%)"
X Link 2024-02-05T12:38Z 116.9K followers, [----] engagements
"8. Francois Rochon $BRK.B - Berkshire Hathaway (9%) $AME - Ametek Inc. (7%) $MKL - Markel Group Inc. (7%) $GOOG - Alphabet Inc. (6.5% $KMX - CarMax Inc. (6%)"
X Link 2024-02-05T12:38Z 116.9K followers, [----] engagements
"Aswath Damodaran Masterclass on Investing:"
X Link 2024-03-04T09:23Z 117.4K followers, 275.5K engagements
"Warren Buffett reads up to six hours per day. "I just sit in my office and read." Having read thousands of books he knows some of the best ever written. Here's his list of must-read books👇"
X Link 2024-05-05T12:37Z 117.3K followers, 656.5K engagements
"What are the top three positions in your portfolio right now If you want to add a little investment thesis"
X Link 2024-08-24T10:13Z 116.9K followers, 53.1K engagements
"Here's a comprehensive Collection of [--] Investors and their Investing Strategies and Rules: [--]. Charlie Munger"
X Link 2024-09-07T10:36Z 117.4K followers, 202.9K engagements
"One-Pager on One Up on Wall Street by Peter Lynch:"
X Link 2024-11-02T12:38Z 117.3K followers, 408K engagements
"2. Risk vs. Reward Could the rally continue Of course But think about Risk and Reward. Nvidia is valued at $3.5 trillion. Is it more likely to reach $4.5T (+30%) or $2.5T (-30%). Tough guess. But remember losses are more difficult to recover. The Risk/Reward shifted"
X Link 2025-01-06T13:35Z 116.8K followers, [---] engagements
"3. Pile of Cash Buffett recently made headlines selling Apple stock (maybe he did a Risk/Reward analysis 😉) He now has $325bn in cash. When the market goes down it means stocks are sold at a discount. Not bad to have cash to invest then"
X Link 2025-01-06T13:35Z 116.8K followers, [---] engagements
"Li Lu is a well-known Superinvestor who has achieved a compounded annual return of about 30% since [----]. He is also known for managing the money of his good friend Charlie Munger. Today he turns [--] years old and on this occasion here is some of his timeless wisdom👇🏼"
X Link 2022-04-06T19:30Z 117.4K followers, [----] engagements
"Charlie Mungers Investment Principle Checklist is hugely underrated. These two pages summarize all Investment Philosophy you need. Today we will walk through it👇🏼"
X Link 2022-05-15T16:29Z 117.4K followers, [----] engagements
"Billionaire Investor Howard Marks has published Memos for over [--] years. In my opinion its a gem every investor should internalize. Here are the key concepts you need to know👇🏼"
X Link 2022-07-09T15:33Z 117.4K followers, [----] engagements
"The average investor underperforms the market. The top 1% of Investors double or triple the markets return. The Reason: Investors Psychology Heres a list of [--] biases you need to avoid (+Investment Psychology Checklist PDF for free)👇🏼"
X Link 2022-11-21T13:55Z 117.4K followers, [----] engagements
"Easy-to-understand Balance Sheet:"
X Link 2022-12-03T20:31Z 117.4K followers, [----] engagements
"Joel Greenblatt compounded at 49% () from [----] to [----]. And the best thing he taught a Columbia Class on how to do it. Here are [--] Investing Gems from his Columbia Classnotes👇🏼"
X Link 2022-12-09T13:23Z 117.4K followers, [----] engagements
"Aswath Damodaran is the Dean of Valuation. For almost [--] decades he has been teaching valuation at NYU. He also teaches millions of people online. Here are [--] Key Valuation Lessons from the Dean👇🏼 (+PDF of his Class Presentation)"
X Link 2023-01-28T16:37Z 117.4K followers, 370.2K engagements
"The Balance Sheet in plain English:"
X Link 2023-01-30T16:24Z 117.4K followers, 134K engagements
"This PDF is the most valuable investing resource of all time. Most people wont take the time to read it. I understand it can take months. But its worth more than any MBA. If youre truly dedicated to learn investing read it: https://danielmnke.substack.com/p/resources https://danielmnke.substack.com/p/resources"
X Link 2023-02-01T13:12Z 117.4K followers, 242.2K engagements
"Charlie Munger has never seen a smart person that wasn't reading all the time. He also considers reading to be the main reason for his success. Being [--] years old he has read thousands of books in his lifetime. Here are [--] of his all-time favorites👇🏼"
X Link 2023-03-09T13:33Z 117.4K followers, 501.2K engagements
"Warren Buffett reads up to six hours per day. "I just sit in my office and read." Having read thousands of books he knows some of the best ever written. Here's his list of must-read books👇"
X Link 2023-03-13T13:34Z 117.4K followers, 530K engagements
"Joel Greenblatt compounded at 49% () from [----] to [----]. And the best thing he taught a Columbia Class on how to do it. Here are [--] Investing Gems from his Columbia Classnotes👇🏼"
X Link 2023-03-16T13:21Z 117.4K followers, 535.7K engagements
"Li Lu is a well-known Superinvestor who has achieved a compounded annual return of about 30% since [----]. Legendary investor Charlie Munger chose him to manage his money. Today Ill explain Li Lus outperforming strategy👇🏼"
X Link 2023-03-18T15:25Z 117.4K followers, 465.6K engagements
"Li Lu is a successful investor with a special interest for investing classics. His list of book recommendations is full of legendary classics of Investing and Valuation. Here are [--] of his favorite Books👇"
X Link 2023-03-21T13:02Z 117.4K followers, 372.8K engagements
"Mohnish Pabrai is a successful investor and an avid reader. He taught himself how to invest by reading books instead of going to business school. Here are [--] books he studied to learn investing👇🏼"
X Link 2023-03-23T13:27Z 117.4K followers, 344.1K engagements
"As an investor you NEED to know how to read an Annual Report (10-K). But they often have hundreds of pages and seem way too complex. Here's how to efficiently read and understand a 10-K (+example)👇🏼"
X Link 2023-03-25T13:06Z 117.4K followers, 507.9K engagements
"Bill Miller is the only Investor who beat the S&P [---] for 15() consecutive years. He also achieved more than a decade of 20% annual return He might be the most modern value investor of our time and the answer for future value investors. Here is his approach to investing👇"
X Link 2023-04-06T12:14Z 117.4K followers, 729.1K engagements
"This Thread will teach you how to read a Balance Sheet 👇🏼"
X Link 2023-04-16T12:04Z 117.4K followers, 236.1K engagements
"Charlie Munger spent the last [--] decades reading and learning. He considers reading to be the main reason for his success. According to him he has never seen an intelligent person not reading all the time. Here are [--] (+1) of his all-time favorites👇🏼"
X Link 2023-04-18T12:19Z 117.4K followers, 666.4K engagements
"The most Influential Biases on your Decision-Making: [--]. Illusion of Skill - We regularly confuse luck with skill because we solely focus on outcomes. [--]. Recency Bias - We tend to put too much weight on recent events. [--]. Anchoring - Our judgment is heavily screwed by the first information we are given about something. [--]. Regression - We love to see cause-effect relationships where none exist. Everything always regresses to its mean [--]. Hindsight Bias - In retrospect events seem more predictable than they actually were. [--]. Halo Effect - You either like or dislike everything about someone or"
X Link 2023-07-25T12:21Z 117.4K followers, 592.6K engagements
"Buffett Munger and countless other Superinvestos consider Investor's Psychology the most important factor. Here are [--] MUST-read Psychology Books: [--]. Thinking Fast and Slow The most comprehensive book I've ever read on psychology by Nobel Prize winner Daniel Kahneman"
X Link 2023-08-09T11:56Z 117.4K followers, 482.7K engagements
"Every Investor MUST know how to analyze companies. A huge part of that is analyzing the [--] financial statements. Heres how to analyze and interpret the - Balance Sheet - Income Statement - Cash Flow Statement"
X Link 2023-08-17T13:45Z 117.4K followers, 383.3K engagements
"Daniel Kahneman is an outstanding psychologist who won a Nobel Prize in Economics. Hes also the author of the best book Ive ever read Thinking Fast and Slow. But hes not only an author but also an avid reader himself. Here are his Book Recommendations👇🏼"
X Link 2023-08-23T11:56Z 117.4K followers, 1M engagements
"How Warren Buffett would invest a small amount of money. Probably more relevant for most of us than his tips on managing $500 billion:"
X Link 2023-09-01T06:45Z 117.4K followers, 263.1K engagements
"Understanding Risk is key to successful investing. Howard Marks has done a phenomenal job at explaining what risk actually is. Spoiler: It's not Volatility I believe every investor should hear Marks' ideas on risk:"
X Link 2023-09-04T11:43Z 117.4K followers, 764.2K engagements
"If youre an investing beginner you MUST watch this video. If youre an advanced investor watch it as a reminder. Peter Lynch is the most successful Fund Manager of all time. He uses these [--] minutes to cover 95% of all of investing My Key Takeaways: [--]. Personal Edge - Look for the fields in which you have a knowledge benefit. Working in an industry being a customer all of that is an advantage. [--]. The Key Organ for Investing: The Stomach - Investing is not about brains. Its about having the stomach. The real key to making money in stocks is not to get scared out of them. - Peter Lynch 3."
X Link 2023-09-09T09:04Z 117.4K followers, 501.8K engagements
"Listen to Jeff Bezos talking about business He would've been an outstanding investor. He's the personalization of Buffett's principle: Think like an owner"
X Link 2023-09-15T08:15Z 117.4K followers, 258K engagements
"The most legendary speech of Peter Lynch. A lecture on the [--] most dangerous mistakes Investors make. If you have never watched it you must catch up on this:"
X Link 2023-09-20T08:15Z 117.4K followers, 450K engagements
"9 Mental Models that will level up your Thinking: [--]. Map vs. Territory - Theory has its limits. Don't rely on step-by-step instructions. Learn theory apply it and readjust. [--]. Second-Order Thinking - Instead of thinking about the immediate consequences think about the second-level consequences. [--]. The Precautionary Principle - Precaution is better than cure. Johann Wolfgang von Goethe [--]. Asymmetric Bets - Put yourself in situations with limited downside and unlimited upside [--]. Cause-Effect Fallacies - Keep in mind that there aren't always cause-effect relationships. Lots of stuff is random."
X Link 2023-09-25T11:22Z 117.4K followers, 451.9K engagements
"Warren Buffett explains in five minutes what to look for in a business. . And how to find the next MVP for the NBA"
X Link 2023-09-29T15:04Z 117.4K followers, 233.4K engagements
"I've worked through the Book Recommendations of the greatest Investors. Here are the [--] Most Featured Books: [--]. Skin in the Game Taleb wrote many phenomenal books. This is about asymmetries in life and it'll change your idea of risk. Heads I win tails I dont lose much"
X Link 2023-10-03T11:20Z 117.4K followers, 480.7K engagements
"Viktor E. Frankl's book "Man's Search for Meaning" might be the most influential book I've ever read. I believe everyone should read this book at least once in their lifetime. Here are some of my favorite Notes/Quotes: [--]. Every human being has the freedom to change at any instant. [--]. There is no general meaning to life. It's individual. Different for all of us. [--]. But it not only differs from person to person but also from day to day hour to hour even minute to minute. There's no general meaning of life but rather a specific meaning at a given moment. [--]. To live is to suffer. To survive is to"
X Link 2023-10-06T11:09Z 117.4K followers, 533.7K engagements
"10 Mental Models that will level up your Thinking: [--]. First Principle Thinking - Rethink the problem from the ground up. Separate the underlying facts from assumptions made based on them. [--]. Second-Order Thinking - Instead of thinking about the immediate consequences think about the second-level consequences. [--]. Inversion - Look at the problem at hand from the endpoint instead of the starting point. Don't ask: "What do I need to do" Ask: "What must I avoid" [--]. Opportunity Costs - Think about the costs that arise because you decide in favor of one option and thus against every other option. 5."
X Link 2023-10-10T11:14Z 117.4K followers, 944.6K engagements
"Many great investors are self-taught. They studied investing through books. Mohnish Pabrai is one of them. And he published a list of books that helped him the most. Here are [--] books he studied to learn Investing👇🏼"
X Link 2023-11-06T12:16Z 117.4K followers, 593.5K engagements
"Margin of Safety is one of the best investment books ever written. Unfortunately it is out of print and costs over $2000. I've read it and here are [--] of the most important Points👇"
X Link 2023-11-14T13:02Z 117.4K followers, 442.5K engagements
"If you want to learn about business the late 1800s and 1900s offer absolute gems. Here are the best books on some of the most successful businessmen of all time: [--]. Titan - The Life of John D. Rockefeller Inflation-adjusted Rockefeller would be worth over $400 billion"
X Link 2023-11-26T11:18Z 117.4K followers, 579.3K engagements
"The Top [--] Book Recommendations by [--] of the Best Investors of All Time: [--]. Charlie Munger"
X Link 2023-12-09T11:58Z 117.4K followers, 298.6K engagements
"Warren Buffett said the three most important words in investing are "Margin of Safety." He also said that Chapter [--] of The Intelligent Investor is the best chapter ever written on that topic. Here's what Chapter [--] taught about the Margin of Safety👇"
X Link 2023-12-16T12:24Z 117.4K followers, 348.4K engagements
"Li Lu is one of the most successful investors of the last decades. But there are almost no public videos of him. But in [----] he held a Valuation Class at Columbia. Here's the Video:"
X Link 2024-01-24T15:03Z 117.4K followers, 313.4K engagements
"The internet is a remarkable place. You can literally be in the classroom of a Greenblatt lecture from [----]. See how he discusses an investment thesis and the way he looks at valuation:"
X Link 2024-01-28T11:43Z 117.4K followers, 257.3K engagements
"Howard Marks explains how he invests in asymmetrical bets and deals with risk:"
X Link 2024-02-04T10:30Z 117.4K followers, 167.9K engagements
"This is Stan Druckenmiller. He is one of the best Hedgefund Managers of all time He achieved a 30% annual return for over [--] years. Here are his [--] Investment Principles:"
X Link 2024-04-08T10:02Z 117.4K followers, 576.6K engagements
"One of my favorite investing videos out there Seth Klarman rarely does interviews. Fortunately he did this one. It's only [--] minutes. Watch it before you go to bed tonight. It's worth it:"
X Link 2024-05-07T09:36Z 117.4K followers, 232.9K engagements
"RIP to one of the best and brightest investors of all time Jim Simons. Here's a 15-minute video of Simons talking about his life and passion math"
X Link 2024-05-10T20:03Z 117.4K followers, 333.9K engagements
"American hedge fund billionaire Bill Ackman is a big fan of self-studying investing. "You can learn investing by reading books." Here is the 11-Book-List that he recommends to everyone who wants to learn about Investing👇"
X Link 2024-05-20T10:52Z 117.4K followers, 957.2K engagements
"Bill Ackman is an avid reader. He often gives book recommendations for people who want to start investing. Heres a Top [--] List:"
X Link 2024-09-20T09:45Z 117.4K followers, 241.9K engagements
"This is David Tepper. He is worth over $20 billion and is the Founder and CEO of the Appaloosa Hedge Fund. He has had tremendous returns of 20%+ annually for decades and is famous for delivering 120% returns in [----]. Here are his Top [--] Investing Rules:"
X Link 2024-09-27T12:40Z 117.4K followers, 550.7K engagements
"One-Pager on Thinking Fast and Slow by Daniel Kahneman:"
X Link 2024-10-20T11:27Z 117.4K followers, 635.6K engagements
"One-Pager on Margin of Safety by Seth Klarman:"
X Link 2024-10-21T10:44Z 117.4K followers, 323.5K engagements
"One-Pager on The Intelligent Investor:"
X Link 2024-10-31T11:24Z 117.4K followers, 899.3K engagements
"One-Pager on The Psychology of Money:"
X Link 2024-12-11T15:48Z 117.4K followers, 1.4M engagements
"A One-Pager on Fooled by Randomness:"
X Link 2024-12-15T13:45Z 117.4K followers, 210K engagements
"One-Pager on The Intelligent Investor:"
X Link 2025-01-26T19:56Z 117.4K followers, 426.5K engagements
"One-Pager on The Psychology of Money:"
X Link 2025-01-31T12:17Z 117.4K followers, 636.9K engagements
"One-Pager on The Intelligent Investor:"
X Link 2025-03-31T13:09Z 117.4K followers, 408.1K engagements
"Charlie Munger wasnt just one of the greatest investors of all time he was also one of the wisest thinkers. Many years ago he gave a legendary speech at USC. Here are [--] timeless lessons from it for building a successful life 👇"
X Link 2025-04-12T14:40Z 117.4K followers, 492.2K engagements
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