# ![@MnkeDaniel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349031693122998272.png) @MnkeDaniel Daniel

Daniel posts on X about investment, money, charlie, stocks the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1349031693122998272/interactions)
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### Mentions: [--] [#](/creator/twitter::1349031693122998272/posts_active)
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- [--] Month [--] -40%
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### Followers: [-------] [#](/creator/twitter::1349031693122998272/followers)
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- [--] Week [-------] +0.19%
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- [--] Months [-------] +2%
- [--] Year [-------] +6.80%

### CreatorRank: [-------] [#](/creator/twitter::1349031693122998272/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349031693122998272/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [fashion brands](/list/fashion-brands)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [ncaa football](/list/ncaa-football)  [gaming](/list/gaming)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[investment](/topic/investment), [money](/topic/money), [charlie](/topic/charlie), [stocks](/topic/stocks), [how to](/topic/how-to), [books](/topic/books), [the most](/topic/the-most), [the best](/topic/the-best), [if you](/topic/if-you) #2061, [balance sheet](/topic/balance-sheet)

**Top accounts mentioned or mentioned by**
[@ifbpodcast](/creator/undefined) [@leboenojeannot](/creator/undefined) [@tivpodcast](/creator/undefined) [@tip_network](/creator/undefined) [@apolloniostheos](/creator/undefined) [@williamgreen72](/creator/undefined) [@cryptowithkhan](/creator/undefined) [@rhinoinsight](/creator/undefined) [@muralir0](/creator/undefined) [@investinassets](/creator/undefined) [@prestonpysh](/creator/undefined) [@founderspodcast](/creator/undefined) [@themattharbaugh](/creator/undefined) [@jasonpiepmeier](/creator/undefined) [@iarm8nl](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@pernasresearch](/creator/undefined) [@smallcapcompass](/creator/undefined) [@ddblakefischer](/creator/undefined) [@varunv_malhotra](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Nike Inc (NKE)](/topic/nike)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/MnkeDaniel/status/1876261231549386957)  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](https://x.com/MnkeDaniel/status/1876261234527649839)  2025-01-06T13:35Z 116.8K followers, [---] engagements


"Apple Google YouTube Instagram PayPal Zoom Nvidia All these companies have one thing in common. They were backed by the same Venture Capital Firm. Sequoia Capital. This is the story of one of the most successful VC companies of all time. 👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1466395459459727365)  2021-12-02T13:14Z 102.1K followers, [---] engagements


"This Thread will teach you how to read a Balance Sheet 👇🏼"  
[X Link](https://x.com/anyuser/status/1535309131552378882)  2022-06-10T17:13Z 117.3K followers, 10.3K engagements


"This Thread will teach you how to read an Income Statement👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1536776133659729921)  2022-06-14T18:22Z 99.9K followers, [----] engagements


"After all one-time profits are non-repetitive and if we value a business we should focus on sustainable income. Now weve added all sources of income and can take care of the expenses that are left. Interest and taxes"  
[X Link](https://x.com/MnkeDaniel/status/1536776155419840512)  2022-06-14T18:22Z 105.8K followers, [--] engagements


"Here well go step by step. We start with EBIT (Earnings Before Interest and Taxes). Thats the number we have just calculated. Then we subtract all interest-linked expenses and end up with EBT (Earnings Before Taxes). From there we subtract all expenses linked to taxes"  
[X Link](https://x.com/MnkeDaniel/status/1536776156631945218)  2022-06-14T18:22Z 105.8K followers, [--] 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](https://x.com/anyuser/status/1591780008091324421)  2022-11-13T13:08Z 117.3K followers, 20.8K engagements


"1. Balance Sheet The balance sheet tells you about the net worth and health of a company. What assets does the company own (Assets) and Where did the money for those assets come from (Liabilities)"  
[X Link](https://x.com/MnkeDaniel/status/1591780014194032640)  2022-11-13T13:08Z 100K followers, [---] engagements


"1.1 What to look for 1) Cash & Equivalents Position 2) Relation of Debt and Equity 3) Retained Earnings Position"  
[X Link](https://x.com/MnkeDaniel/status/1591780020384854016)  2022-11-13T13:08Z 100K followers, [---] engagements


"1.2 What You want to see (Rule of Thumb): 1) Cash-to-Current Liabilities Ratio [--] 2) Debt-to-Equity Ratio [--] 3) Retained Earnings-to-Total Assets 40%"  
[X Link](https://x.com/MnkeDaniel/status/1591780026025971712)  2022-11-13T13:08Z 100.3K followers, [---] engagements


"This Thread will teach you how to read a Balance Sheet 👇🏼"  
[X Link](https://x.com/anyuser/status/1604483736573468673)  2022-12-18T14:28Z 117.3K followers, 274.7K engagements


"Charlie Munger turns [--] years old today Hes one of the most successful investors of all time compounding at outrageous rates for over [--] decades This Thread teaches you all about Mungers Investing and Thinking. We discuss:"  
[X Link](https://x.com/MnkeDaniel/status/1609549047576100864)  2023-01-01T13:56Z 99.9K followers, 154.2K engagements


"1.1 What to look for 1) Cash & Equivalents Position 2) Relation of Debt and Equity 3) Retained Earnings Position"  
[X Link](https://x.com/MnkeDaniel/status/1613528057272320000)  2023-01-12T13:27Z 100.2K followers, [----] engagements


"1.2 What You want to see (Rule of Thumb): 1) Cash-to-Current Liabilities Ratio [--] 2) Debt-to-Equity Ratio [--] 3) Retained Earnings-to-Total Assets 40%"  
[X Link](https://x.com/MnkeDaniel/status/1613528064176136193)  2023-01-12T13:27Z 100K followers, [----] engagements


"Income Statement in plain English:"  
[X Link](https://x.com/MnkeDaniel/status/1618922054933159938)  2023-01-27T10:41Z 106.1K followers, 123.1K engagements


"3. Money Masters of Our Time In this book John Train profiles the best investors in the world. Among them are Buffett Fisher Templeton or Graham. He explains their unique investing styles and why they could do what so many others tried and failed"  
[X Link](https://x.com/MnkeDaniel/status/1638164145970266113)  2023-03-21T13:02Z 100.5K followers, 16.1K engagements


"4. The Alchemy of Finance by George Soros George Soros is one of the most successful investors in the world. Famous for his massive bet against the British pound in [----]. In this book he gives a detailed look into his investment strategy and thinking process"  
[X Link](https://x.com/MnkeDaniel/status/1638164152513339392)  2023-03-21T13:02Z 102.1K followers, 17.2K engagements


"6. Capitalism Socialism and Democracy This isnt a book solely on investing. In fact it has little to do with investing. Its about politics and competing political and economic systems. And it might be more important than ever considering the rise of China India etc"  
[X Link](https://x.com/MnkeDaniel/status/1638164167860387840)  2023-03-21T13:02Z 102.1K followers, 14K engagements


"YouTube has [----] billion active users. It became one of the best learning tools in the world. Here are [--] Google Talk Videos that will teach you Investing better than University👇 [--]. The Art of Investing by Francois Rochon [--]. Trying to solve the Investment Puzzle by Chuck Akre [--]. The Value of Stories on Business by Aswath Damodaran [--]. The Great Minds of Investing by William Green [--]. The Most Important Thing - Origins and Inspirations by Howard Marks [--]. The Art of Value Investing by John Heins and Whitney Tilson [--]. The Little Book that beats the Market by Joel Greenblatt All these videos are"  
[X Link](https://x.com/MnkeDaniel/status/1650817262830469127)  2023-04-25T11:01Z 103.1K followers, 110.4K engagements


"1.1 What to look for 1) Cash & Equivalents Position 2) Relation of Debt and Equity 3) Retained Earnings Position"  
[X Link](https://x.com/MnkeDaniel/status/1654818630280921088)  2023-05-06T12:01Z 100.1K followers, [----] engagements


"1.2 What You want to see (Rule of Thumb): 1) Cash-to-Current Liabilities Ratio [--] 2) Debt-to-Equity Ratio [--] 3) Retained Earnings-to-Total Assets 40%"  
[X Link](https://x.com/MnkeDaniel/status/1654818636958167044)  2023-05-06T12:01Z 102.1K 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](https://x.com/anyuser/status/1670040345998925825)  2023-06-17T12:07Z 117.3K followers, 760.6K engagements


"@greenydavy Not every section is useful but going over the 10-k is mandatory in a thorough research process"  
[X Link](https://x.com/MnkeDaniel/status/1673602475675271168)  2023-06-27T08:01Z 86.4K followers, [--] engagements


"As an Investor you NEED to understand Risk. However most Investors have the wrong idea of risk. This Thread teaches you everything need to have an edge over those investors👇"  
[X Link](https://x.com/anyuser/status/1675488551838920706)  2023-07-02T12:56Z 117.3K followers, 624.1K engagements


"Li Lu the "Asian Warren Buffett" manages the money of Charlie Munger. He is a chinese-born Superinvestor who has achieved a compounded annual return of about 30% for over [--] years. Here are his [--] Secrets to Successful Investing👇🏼"  
[X Link](https://x.com/anyuser/status/1676923032827248641)  2023-07-06T11:56Z 117.3K followers, 718.5K engagements


"Howard Marks just released a new Investment Memo. He has been writing these Memos for decades and they're among the most valuable resources you can get your hands on. This Memo discusses [--] Components of how to beat the Market. Let's break them down 👇"  
[X Link](https://x.com/MnkeDaniel/status/1678743012774490118)  2023-07-11T22:02Z 76.4K followers, 475K engagements


"Charlie Munger is not only a tremendous investor he is also one of the wisest people on this planet. In [----] he gave the USC Law Commencement Speech and it contains tons of wisdom. Here are [--] Lessons he views as most important for a Successful Life 👇"  
[X Link](https://x.com/MnkeDaniel/status/1679468558764457984)  2023-07-13T12:31Z 113.5K followers, 377K engagements


"Michael Mauboussin is a phenomenal Investment thinker and researcher. He worked for Morgan Stanley Legg Mason and other big players. He's also a Professor at Columbia and has written numerous fantastic books and articles. Here's a list of his Book Recommendations👇"  
[X Link](https://x.com/MnkeDaniel/status/1679848775370588161)  2023-07-14T20:02Z 83K followers, 372.8K engagements


"Many strategies can outperform the market. The [--] best-known are: - The Concentrated "High-Quality Business" Strategy - The "Special Situations" Strategy - The Diversified "GARP (Growth at a Reasonable Price)" Strategy Here are some of my Thoughts on these Strategies👇"  
[X Link](https://x.com/MnkeDaniel/status/1680519097090469891)  2023-07-16T17:49Z 86.4K followers, 327.3K engagements


"Investing is an art not a science. Otherwise mathematicians or accountants would be the most successful investors. That's not the case. But what exactly is the art of Investing And what do the Superinvestors do differently Here are my conclusions from analyzing"  
[X Link](https://x.com/MnkeDaniel/status/1680936213446905856)  2023-07-18T01:22Z 86.3K followers, 218.9K 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](https://x.com/anyuser/status/1683814657474134017)  2023-07-25T12:21Z 117.3K followers, 592.5K engagements


"The best way to learn investing is self-taught. There's so much phenomenal free stuff out there. Here are [--] must-read resources that helped me understand Investing (+ Free PDFs): [--]. Joel Greenblatt's Investing Class [--]. All of Warren Buffett's Public Writings [--]. Bruce"  
[X Link](https://x.com/MnkeDaniel/status/1684918616372686848)  2023-08-03T19:44Z 86.3K followers, 248K engagements


"When to sell a Stock:"  
[X Link](https://x.com/MnkeDaniel/status/1685262305204776961)  2023-07-30T00:15Z 86.4K followers, 70.8K 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](https://x.com/anyuser/status/1685607231553720320)  2023-07-30T11:04Z 117.3K followers, 837.7K engagements


"Biases that distort our Decision Making: [--]. 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. Often because we know too little to know better. (Less knowledge = more confidence) [--]. Survivorship Bias - This is a sample bias that occurs when we assess only successful outcomes and disregard failures. What"  
[X Link](https://x.com/anyuser/status/1686353572370284544)  2023-08-01T12:29Z 117.3K followers, 506.5K engagements


"@pennsteric I'm not big into insurance companies but this might change my mind🤔 Do you know of any research I could read on that"  
[X Link](https://x.com/MnkeDaniel/status/1687525643737583645)  2023-08-04T18:07Z 109.7K followers, [---] 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](https://x.com/anyuser/status/1687798167494897664)  2023-08-05T12:10Z 117.3K followers, 1.1M engagements


"Rakesh Jhunjhunwala is one of the most successful investors of all time. He turned $10000 into $5.8 billion and never managed outside money. That's a 43% CAGR over [--] years() I read through hundreds of pages of transcripts and interviews of him. Here's his Strategy 👇"  
[X Link](https://x.com/anyuser/status/1688155322949447680)  2023-08-06T11:49Z 117.3K followers, 1.8M engagements


"@Cryptowithkhan People pointed out the numbers weren't correct. So I corrected them. But I still don't know what's the correct number. Read many reports and all of them have different numbers😂"  
[X Link](https://x.com/MnkeDaniel/status/1688832570924867584)  2023-08-08T08:40Z 86.4K followers, [---] engagements


"@Cryptowithkhan And even in the comments here I've heard a dozen different stories about the amount of money he started with and from whom he apparently borrowed money"  
[X Link](https://x.com/MnkeDaniel/status/1688833035808952321)  2023-08-08T08:42Z 75.2K followers, [--] engagements


"Ray Dalio turns [--] years old today He founded and ran one of the world's biggest and most successful hedge funds. For years he's been sharing lessons on life and investing. To celebrate his birthday here are some of his greatest lessons👇"  
[X Link](https://x.com/MnkeDaniel/status/1688883330471636994)  2023-08-08T12:02Z 102K followers, 206.6K 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](https://x.com/anyuser/status/1689244200443801600)  2023-08-09T11:56Z 117.3K followers, 482.7K engagements


"Warren Buffett's first-ever published List of what makes a Successful Investor: Published in John Train's Book in [----] "The Money Master.""  
[X Link](https://x.com/MnkeDaniel/status/1689281450351140864)  2023-08-09T14:24Z 100.3K followers, 121.3K engagements


"Phil Fisher is a legendary investor and pioneer of High-Quality Growth Investing. In his book Common Stocks and Uncommon Profits he wrote a 15-point list of what to look for when buying stocks. In this article I examine the most important points in more detail. You can also find a PDF of the List here:"  
[X Link](https://x.com/MnkeDaniel/status/1689605184035446784)  2023-08-10T11:50Z 86.3K followers, 55.5K engagements


"8 Reasons for Human Misjudgment: [--]. Doubt-Avoidance Tendency - Our brain is wired to quickly remove doubt by reaching some decision. [--]. Inconsistency-Avoidance Tendency - We tend to accumulate fixed conclusions that are not often reexamined or changed even when there is plenty of good evidence that they are wrong. [--]. Envy/Jealousy Tendency - The evolutionary tendency to envy people that possess more than oneself. "It's not greed that drives the world but envy" - Warren Buffett [--]. Reciprocation Tendency - The automatic tendency of humans to reciprocate both favors and disfavors. 5."  
[X Link](https://x.com/MnkeDaniel/status/1689965267093196801)  2023-08-11T11:41Z 80.7K followers, 177.8K engagements


""I constantly see people rise in life who are not the smartest but they are learning machines. They go to bed every night a little wiser than they were when they got up." - Charlie Munger"  
[X Link](https://x.com/MnkeDaniel/status/1690255717394001920)  2023-08-12T06:55Z 75.1K followers, 21.8K 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](https://x.com/anyuser/status/1690340126541647872)  2023-08-12T12:31Z 117.3K followers, 1.1M engagements


"3. Fooling Some of the People All of the Time by David Einhorn David Einhorn was one of the few investors who foresaw the [----] financial crisis. This book was published a year before in [----]. It advocated for effective government regulation free speech and fair play"  
[X Link](https://x.com/MnkeDaniel/status/1690340145462128640)  2023-08-12T12:31Z 86.3K followers, 44.6K engagements


"5. Confidence Game by Christine Richard Another investor who called the [----] crisis was the person that recommended all these books Bill Ackman. He made over a billion dollars when the collapse happened. Christine Richard takes the reader on that exciting journey"  
[X Link](https://x.com/MnkeDaniel/status/1690340160007991297)  2023-08-12T12:31Z 86.4K followers, 38.8K engagements


"@LKajsy Recommended them in different interviews and writings over the years. I think GoodBooks is listing each source but I could be wrong"  
[X Link](https://x.com/MnkeDaniel/status/1690450071593123840)  2023-08-12T19:47Z 86.4K followers, [---] engagements


"Charlie Munger's Investment Checklist:"  
[X Link](https://x.com/MnkeDaniel/status/1690529182948691968)  2023-08-13T01:02Z 78.7K followers, 101.8K engagements


"Aswath Damodaran is the Dean of Valuation. For almost four decades he has been teaching valuation at NYU. He also teaches millions of people online. Here are [--] Key Valuation Lessons from Aswath Damodaran👇🏼 (+PDF of his Class Presentation)"  
[X Link](https://x.com/anyuser/status/1690682203892527104)  2023-08-13T11:10Z 117.3K followers, 726.5K engagements


""Time in the market beats timing the market." - Ken Fisher"  
[X Link](https://x.com/MnkeDaniel/status/1690892560758116352)  2023-08-14T01:06Z 86.3K followers, 18.4K engagements


""It is better to be roughly right than precisely wrong." - John Maynard Keynes"  
[X Link](https://x.com/MnkeDaniel/status/1691254713054867456)  2023-08-15T01:05Z 76.2K followers, [----] engagements


"When to Sell a Stock might be the Most Important Investment Decision. Here are the [--] Only Reasons to Sell a Stock: [--]. Wrong Thesis - A stock purchase is based on your expectations of growth risk profitability etc. If this thesis turns out to be incorrect you have to sell the position. Sounds easy but it's not. It's a matter of emotional self-control and the ability to be honest with oneself. The most common mistake is to wait until you're at least even on the investment. "The stock doesn't know that you own it." - Peter Lynch [--]. Changing Facts - Facts are subject to change. Your original"  
[X Link](https://x.com/MnkeDaniel/status/1691391710088122369)  2023-08-15T10:09Z 75.2K followers, 110.5K engagements


"There are two ways to learn Investing. Self-taught or taught by a Mentor. Good news is there are phenomenal resources by the best Investors in the world that combine both. Here are [--] must-read resources that helped me understand Investing (+ Free PDFs): [--]. Joel Greenblatt's Investing Class [--]. All of Warren Buffett's Public Writings [--]. Bruce Greenwald's Class Notes [--]. Aswath Damodaran's Valuation Class [--]. Charlie Munger's Investment Checklist [--]. Shareholder Letters of Peter Lynch [--]. Shareholder Letters of Seth Klarman You can download the PDFs for all of these on my Website: I've also written"  
[X Link](https://x.com/MnkeDaniel/status/1691464678797692928)  2023-08-15T14:59Z 86.4K followers, 156.3K engagements


""An investment in knowledge pays the best interest." Benjamin Franklin"  
[X Link](https://x.com/MnkeDaniel/status/1691616087152988578)  2023-08-16T01:01Z 86.4K followers, 17.6K engagements


"Warren Buffett reads up to six hours per day. "I just sit in my office and read." Having done so for over seven decades he knows some of the best ever written. Here are [--] recommendations that you haven't heard of yet 👇"  
[X Link](https://x.com/anyuser/status/1691780911493222543)  2023-08-16T11:56Z 117.3K followers, 438.3K engagements


"Investing Between the Lines - How to Make Smarter Decisions by Decoding CEO Communications Analyzing the management is one of the hardest things to do. This is one of the only books I've ever come across on that topic"  
[X Link](https://x.com/MnkeDaniel/status/1691780919034552580)  2023-08-16T11:56Z 75.2K followers, 21.9K engagements


"Buffett referred to Philip Carret as one of his heroes. Philip Carret outperformed the market over a 55() year period. This makes him only topped by the legend himself Warren Buffett. These are his Investment Rules and Gems👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1692115418578669944)  2023-08-17T10:05Z 86.4K followers, 93.7K 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](https://x.com/anyuser/status/1692170763560972399)  2023-08-17T13:45Z 117.3K followers, 383.3K engagements


"1. Balance Sheet The balance sheet tells you about the net worth and health of a company. What assets does the company own (Assets) and Where did the money for those assets come from (Liabilities)"  
[X Link](https://x.com/MnkeDaniel/status/1692170772561756304)  2023-08-17T13:45Z 76.4K followers, [----] engagements


"1.1 What to look for 1) Cash & Equivalents Position 2) Relation of Debt and Equity 3) Retained Earnings Position"  
[X Link](https://x.com/MnkeDaniel/status/1692170779549650995)  2023-08-17T13:45Z 76.4K followers, [----] engagements


"1.2 What You want to see (Rule of Thumb): 1) Cash-to-Current Liabilities Ratio [--] 2) Debt-to-Equity Ratio [--] 3) Retained Earnings-to-Total Assets 40%"  
[X Link](https://x.com/MnkeDaniel/status/1692170786801680778)  2023-08-17T13:45Z 75.2K followers, [----] engagements


"2.2 What you want to see (Rule of Thumb): 1) Uptrends in Revenues and Earnings 15% 2) Profit Margins 20% 3) EPS Growth 15%"  
[X Link](https://x.com/MnkeDaniel/status/1692170806191653121)  2023-08-17T13:45Z 86.3K followers, [----] engagements


""Successful investing is about managing risk not avoiding it." - Benjamin Graham"  
[X Link](https://x.com/anyuser/status/1692343118102708523)  2023-08-18T01:10Z [--] followers, 19.8K engagements


"One of my favorite Investing books is The Most Important Thing by Howard Marks. Here are the [--] most important things in investing: The Most Important Thing is. [--]. . a Solidly Based Strongly Held Estimate of Intrinsic Value - Intelligent investing must be based on intrinsic value. Have an estimate and pay significantly less. [--]. . Investing Defensively - Avoid the losers and the winners will take care of themselves. "Defensive investing" sounds erudite. I can simplify it: Invest scared [--]. . Avoiding Bad Years - Match bull markets and set the seed for outperformance in bear markets. [--]. . Facing"  
[X Link](https://x.com/MnkeDaniel/status/1692511586919792930)  2023-08-18T12:19Z 86.4K followers, 272.8K engagements


"This might be the best resource I've ever seen on valuation: Shoutout to @FocusedCompound Looks like I have a lot of new reading material 😅"  
[X Link](https://x.com/MnkeDaniel/status/1692638502599503920)  2023-08-18T20:44Z 86.4K followers, 109.2K engagements


"@TheVermaGirish I'm not an expert on the Indian stock market. But the behavioral component is the same no matter the geography. So I would stick to the classics. You can find dozens of great books on my website"  
[X Link](https://x.com/MnkeDaniel/status/1692789958078042192)  2023-08-19T06:45Z 86.4K followers, [--] engagements


"2 PDFs of Charlie Munger that every Investor shouldve read: - Charlie Mungers Harvard Speech The Psychology of Human Misjudgment - The Art of Stock Picking You can find both PDFs for free on my Website:"  
[X Link](https://x.com/MnkeDaniel/status/1692840076139487236)  2023-08-19T10:05Z 86.4K followers, 60K engagements


"@IFB_podcast Which of the two do you prefer"  
[X Link](https://x.com/MnkeDaniel/status/1692867433562792174)  2023-08-19T11:53Z 78.1K followers, [---] engagements


"10 Biases that distort your Decision-Making: [--]. Self-Serving Bias - Our failures are situational but our successes are our responsibility. [--]. Curse of knowledge - Once we know something we assume everyone else knows it too. [--]. Dunning-Kruger Effect - The less you know the more confident you are. The more you know the less confident you are. [--]. Belief Bias - We judge an argument's strength not by how strongly it supports the conclusion but by how plausible the conclusion is in our own minds. [--]. Escalation of Commitment - We invest more in things that have cost us something rather than altering"  
[X Link](https://x.com/anyuser/status/1692867977106936059)  2023-08-19T11:55Z 117.3K followers, 839.2K engagements


"@Patriccost Politicians are perfect examples for many of these 😅 but we all are. It's just so obvious in them because they speak to the public so often and everything they ever say is recorded"  
[X Link](https://x.com/MnkeDaniel/status/1693147130712437168)  2023-08-20T06:25Z 102K followers, [--] engagements


"Bruce Greenwald is a legendary Value Investing Professor at Columbia. His Class Notes are Top Notch Investing Material. He taught incredibly successful investors like Li Lu who manages money for Charlie Munger. Let's discuss the Class Notes of Greenwalds Columbia Class👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1693217394410361335)  2023-08-20T11:04Z 86.4K followers, 376.2K engagements


"They jump on the bandwagon as other people buy or sell and drive stocks up to ridiculously high or low P/Es. This bias feeds manias and increases chances for the smaller individual investor. Especially the ones following the value school"  
[X Link](https://x.com/MnkeDaniel/status/1693217408612237461)  2023-08-20T11:04Z 86.4K followers, [----] engagements


"2.2 Institutional Biases - Window Dressing Window dressing describes buying the best-performing stocks near or before the end of the quarter. That way you have successful companies in your portfolios for your investors to show"  
[X Link](https://x.com/MnkeDaniel/status/1693217410273137051)  2023-08-20T11:04Z 76.4K followers, [----] engagements


"Sooner or later companies and industries return to their mean. Thats the number one reason Value Investing works. But firmly believing in that is hard. Most people only do until their beliefs get seriously tested"  
[X Link](https://x.com/MnkeDaniel/status/1693217430649155869)  2023-08-20T11:04Z 75.2K followers, [----] engagements


"Here's a free PDF of his Class Notes for further studies: https://www.danielmnke.com/p/resources https://www.danielmnke.com/p/resources"  
[X Link](https://x.com/MnkeDaniel/status/1693217435929682213)  2023-08-20T11:04Z 98.4K followers, [----] engagements


"That's it for today If you enjoyed it please Like and Retweet this Thread so more people can see it Follow me @MnkeDaniel to learn more about Investing. Have a great day"  
[X Link](https://x.com/MnkeDaniel/status/1693217437779481070)  2023-08-20T11:04Z 86.3K followers, [----] engagements


"The average investor holds approximately [--] positions. How many positions do you hold in your portfolio and why Let me know in the comments👇"  
[X Link](https://x.com/MnkeDaniel/status/1693308307144904991)  2023-08-20T17:05Z 93.9K followers, 39K engagements


"@RhinoInsight I agree So you put a lot of research into all your positions and keep track regularly"  
[X Link](https://x.com/MnkeDaniel/status/1693313758997663880)  2023-08-20T17:27Z 106K followers, [---] engagements


"Habits that will make you a better Investor and Clearer Thinker: Investing Journal - Write down what you bought/sold paid and why. Psychology Checklist - Create checklist with common biases that you notice in your decisions. Investing Checklist - Create a checklist with criteria for buying and selling stocks. Information Diet - Limit the information you consume. Too much noise will distract you from the important things. Quality over quantity. Valuation Routine - Develop a routine for how you approach your valuations. The same approach will make the comparison between investments simpler."  
[X Link](https://x.com/MnkeDaniel/status/1693963265766748663)  2023-08-22T12:28Z 86.4K followers, 193.1K 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](https://x.com/anyuser/status/1694317629584847244)  2023-08-23T11:56Z 117.3K followers, 1M engagements


"I think I could make you 50% a year on $1 million. No I know I could. I guarantee that." In his beginnings Buffett achieved annual returns of over 50% frequently. His strategy was very different from todays. I studied Buffetts Letters from 1956-1966. Here's his strategy:"  
[X Link](https://x.com/anyuser/status/1695394489303527460)  2023-08-26T11:15Z 117.3K followers, 1.2M engagements


"1.4. Generals - Relatively Undervalued This category was added in [----]. It consists of companies undervalued compared to companies with the same characteristics. Its essential you compare apples to apples here. And demand an extra discount"  
[X Link](https://x.com/MnkeDaniel/status/1695394515874386408)  2023-08-26T11:15Z 75.1K followers, 53.3K engagements


"2. Conservatism and Diversification True conservatism is only possible through knowledge and reason. Buffett disagrees with the conventional definition of conservatism. Buying government bonds blue chip stocks and being (over)diversified"  
[X Link](https://x.com/MnkeDaniel/status/1695394522883039387)  2023-08-26T11:15Z 75.1K followers, 45.9K engagements


"Here's a more detailed article on Buffetts Strategy:"  
[X Link](https://x.com/MnkeDaniel/status/1695411518039290101)  2023-08-26T12:22Z 86.3K followers, 23.1K engagements


"How to analyze a stock in [--] minutes: Don't"  
[X Link](https://x.com/MnkeDaniel/status/1695726595875524770)  2023-08-27T09:15Z 86.4K followers, 59.5K engagements


"Warren Buffett turns [--] years old today He's the most successful and famous investor of all time. Here are [--] of Buffett's Lessons of Life and Investing to celebrate his Birthday:"  
[X Link](https://x.com/MnkeDaniel/status/1696795206429934068)  2023-08-30T08:01Z 101.2K followers, 62.6K engagements


"37. Measuring investment 'risk' by the portfolio's ratio of bonds to stocks is a terrible measure. [--]. Wall Street is the only place that people ride to in a Rolls-Royce to get advice from those who take the subway. is to a business what oxygen is to us"  
[X Link](https://x.com/MnkeDaniel/status/1696795236112973864)  2023-08-30T08:01Z 78.4K followers, [---] engagements


"40. When forced to choose I will not trade even a night's sleep for the chance of extra profits. [--]. The one thing I will tell you is the worst investment you can have is cash. [--]. If you don't enjoy the process don't invest. [--]. Most people should buy an index fund"  
[X Link](https://x.com/MnkeDaniel/status/1696795240177291764)  2023-08-30T08:01Z 86.3K followers, [---] engagements


"Warren Buffett's legendary speech at the University of Georgia. This speech is a great piece on business and investing. But I specifically enjoy it for Buffett's humor and life lessons. Here are some of my favorite points: [--]. Don't work for your Resume - Work for someone you admire. Not to upgrade your resume. Working jobs that you hate first sounds to Buffett like: "Saving up sex for when you're old." Focus on learning on the job [--]. Qualities to focus on in Life - Buffett's Thought Experiment: Look around in your classroom which classmate would you choose when you could keep 10% of his"  
[X Link](https://x.com/MnkeDaniel/status/1696923415729389861)  2023-08-30T16:30Z 86.4K followers, 134.4K engagements


"Michael Mauboussin is one of the best Investing and Strategy Professors in the world. He wrote countless insightful papers and four books of his own. Here's a list of his favorite books:"  
[X Link](https://x.com/MnkeDaniel/status/1697216742802481486)  2023-08-31T11:56Z 86.3K followers, 82.2K 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 (+Free PDF)👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1697579405189534156)  2023-09-01T11:57Z 86.4K followers, 271.9K engagements


"Bill Ackman: Everything you Need to Know about Finance and Investing in [--] minutes. One of the best videos you can watch on Investing:"  
[X Link](https://x.com/MnkeDaniel/status/1697637058037133761)  2023-09-01T15:46Z 86.4K followers, 130.4K engagements


"@_a113n_ Google definitely fits his strategygenerally one of the most owned stocks among super investors"  
[X Link](https://x.com/MnkeDaniel/status/1697832441593896960)  2023-09-02T04:42Z 86.4K followers, [---] engagements


"Here's an explanation of all Terms and Parts of the Balance Sheet in one Tweet: Active Side (Non-Current Assets) Intangible Assets: Intangible assets are not physical such as a patent brand trademark or copyright. If this is a high portion of assets check if the value makes sense to you. It's relatively easy to overstate the value of intangible assets. Goodwill: Goodwill is the result of a purchase of another company (merger). It's the difference between the purchase price and the net fair value of all the assets bought (book value of the purchased company). If goodwill is a large part of the"  
[X Link](https://x.com/MnkeDaniel/status/1697925683719061686)  2023-09-02T10:53Z 77.7K followers, 188.7K engagements


"Warren Buffett's first-ever published List of what makes a Successful Investor: Published in John Train's Book in [----] "The Money Master.""  
[X Link](https://x.com/MnkeDaniel/status/1698021664066298362)  2023-09-02T17:14Z 86.4K followers, 61.8K engagements


"If you want to learn more about Investing check out my Website You get: - In-depth articles - An Archive of Investing Resources (1000s of free pages of investing wisdom) - The Best Book Recommendations - A Thread Archive"  
[X Link](https://x.com/MnkeDaniel/status/1698222021895705020)  2023-09-03T06:30Z 86.4K followers, [----] engagements


"Warren Buffett has held Annual Shareholder Meetings for [--] years now. Here's a list of Mistakes Investors keep making that he observed over all these years: [--]. Asset Allocation is Nonsense Asset Allocation is mainly merchandising. A way to make investing more complex and give you the feeling that you can't understand it without paying advisors. Deploy money in good businesses. Don't worry about Stocks vs. Bonds vs. Precious Metals and so forth. [--]. Non-Producing Assets Buffett solely invests in assets with intrinsic value. Intrinsic value comes from the output that an asset produces."  
[X Link](https://x.com/MnkeDaniel/status/1698301173441139100)  2023-09-03T11:45Z 93.9K followers, 236.5K engagements


"6 Book Recommendations by legendary Investor Li Lu:"  
[X Link](https://x.com/MnkeDaniel/status/1698342675311726801)  2023-09-03T14:30Z 98.5K followers, 99.3K engagements


"Patience: The Art of Waiting Without Tiring of Waiting"  
[X Link](https://x.com/MnkeDaniel/status/1698455152271700082)  2023-09-03T21:57Z 86.4K followers, [----] engagements


"@wealthpotion Absolutely just wrote a thread on that last week"  
[X Link](https://x.com/MnkeDaniel/status/1698622204613640375)  2023-09-04T09:01Z 86.3K followers, [--] engagements


"@IsaacSetabi Volume isn't a problem for me considering my small investments but you're right nevertheless. 😅"  
[X Link](https://x.com/MnkeDaniel/status/1698632508986826791)  2023-09-04T09:42Z 86.4K followers, [--] engagements


"4. The Relationship between Risk and Return We get taught that there's a positive relationship between risk and return. Take more risk and your expected return will be higher. This is a theoretical concept that only makes sense using volatility as risk"  
[X Link](https://x.com/MnkeDaniel/status/1698663105608229205)  2023-09-04T11:43Z 86.4K followers, 18.8K engagements


"6 Book Recommendations on Investor's Psychology:"  
[X Link](https://x.com/MnkeDaniel/status/1698713602415382826)  2023-09-04T15:04Z 102.1K followers, 35.5K engagements


"What's the best investment you ever made Could be stocks real estate education or whatever you consider the best"  
[X Link](https://x.com/MnkeDaniel/status/1698900706726449616)  2023-09-05T03:27Z 93.9K followers, 11.4K engagements


"@WithRitesh So it was education for you"  
[X Link](https://x.com/MnkeDaniel/status/1698911487136305330)  2023-09-05T04:10Z 101.8K followers, [---] engagements


"Joel Greenblatt and Howard Marks two of my favorite investors in a 30-minute talk. Highly recommend watching this one:"  
[X Link](https://x.com/MnkeDaniel/status/1698951261003960615)  2023-09-05T06:48Z 75.2K followers, 250.6K engagements


"Franois Rochon is one of the world's most successful modern Value Investors. Over the last [--] years he returned 5355% vs. 1177% for the S&P. Five years ago he held a fantastic Google Talk labeled "The Art of Investing." What differentiates an "artistic" Investor "As a painter paints an investor invests." Just like an artist an investor will only succeed when he finds a unique and personal style. Many things work in investing but only a few will match your skill set. And just like an artist you'll only be great when you love what you do. What is Rochon looking for in a business Rochon is an"  
[X Link](https://x.com/MnkeDaniel/status/1699021764070617365)  2023-09-05T11:28Z 86.4K followers, 188.5K engagements


"The different Schools of Investing by Bruce Greenwald: What's your approach"  
[X Link](https://x.com/MnkeDaniel/status/1699131272335884557)  2023-09-05T18:43Z 102.1K followers, 33.3K engagements


"@NhialMa Talking about your Bitcoin position 😅"  
[X Link](https://x.com/MnkeDaniel/status/1699307334348976567)  2023-09-06T06:23Z 76.4K followers, [---] engagements


"This talk by Terry Smith is only [--] minutes. It deals with one of the most vital questions of Investing: How to invest in the best companies without overpaying I highly recommend you take [--] minutes today to listen to this:"  
[X Link](https://x.com/MnkeDaniel/status/1699313480833138916)  2023-09-06T06:48Z 76.9K followers, 128.4K engagements


"Chuck Akre compounded at over 15% p.a. over [--] years. Google invited him for a talk and he shared his secrets. His No.1 principle is the so-called Three-Legged Stool. I highly recommend watching it Heres a list of my favorite points👇🏻 [--]. The Three-Legged Stool The concept describes what boxes Akre is checking in an investment. 1) Extraordinary Business 2) Talented Management 3) Great Reinvestment Opportunities and History But lets figure out what this means in detail. [--]. Extraordinary Businesses [---] High Returns In the long run your return will mimic the ROIC of that company. A stock"  
[X Link](https://x.com/MnkeDaniel/status/1699363874217095420)  2023-09-06T10:08Z 86.4K followers, [----] 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 Investing Approach 👇"  
[X Link](https://x.com/MnkeDaniel/status/1699412220482834682)  2023-09-06T13:20Z 86.4K followers, 677.7K engagements


"The two best ways to learn investing are (1) self-taught or (2) having a mentor. The good news is you can get both by reading the best investing resources by the best investors Here are [--] must-read resources that helped me understand Investing (+ Free PDFs): [--]. Joel Greenblatt's Investing Class [--]. All of Warren Buffett's Public Writings [--]. Bruce Greenwald's Class Notes [--]. Aswath Damodaran's Valuation Class [--]. Charlie Munger's Investment Checklist [--]. Peter Lynch Shareholder Letters [--]. Seth Klarman Shareholder Letters [--]. Nick Sleep Shareholder Letters You can download the PDFs for all of these"  
[X Link](https://x.com/MnkeDaniel/status/1699491209582879133)  2023-09-06T18:34Z 86.4K followers, 134.7K engagements


"Jeremy Grantham's (Billionaire Investor and notoriously bearish) latest opinion on the Markets:"  
[X Link](https://x.com/MnkeDaniel/status/1699636858131492879)  2023-09-07T04:12Z 86.4K followers, 79.9K engagements


"What has been Warren Buffett's secret to success Wrong answers only"  
[X Link](https://x.com/MnkeDaniel/status/1699676623530827973)  2023-09-07T06:51Z 102.1K followers, 25K engagements


"If you want to learn more about Investing check out my Website You get: - In-depth articles - An Archive of Investing Resources (1000s of free pages of investing wisdom) - The Best Book Recommendations - A Thread Archive"  
[X Link](https://x.com/MnkeDaniel/status/1699837675740512571)  2023-09-07T17:30Z 75.2K followers, [----] engagements


"First Principle Thinking is one of the most powerful mental models that exist. Boil things down to their fundamental truths and reason up from there. - Elon Musk"  
[X Link](https://x.com/MnkeDaniel/status/1699864786454917422)  2023-09-07T19:18Z 86.4K followers, [----] engagements


"Charlie Munger and Warren Buffett on Bitcoin: What do you think of this"  
[X Link](https://x.com/MnkeDaniel/status/1699932056829198677)  2023-09-07T23:46Z 78.1K followers, [----] engagements


"A crucial insight for life and investing: While you should do everything in your power to bend the odds in your favor the result is not in your control"  
[X Link](https://x.com/MnkeDaniel/status/1700057298058506356)  2023-09-08T08:03Z 102.1K followers, [----] engagements


"Charlie Munger's Interview for the Warren Buffett Documentary:"  
[X Link](https://x.com/MnkeDaniel/status/1700079027262804373)  2023-09-08T09:30Z 86.4K followers, 322.1K engagements


"Charlie Munger is one of the most brilliant minds in the world. Despite his inborn potential it was reading that fueled his genius. Here are [--] Books that he recommends to rewire your brain👇🏼"  
[X Link](https://x.com/MnkeDaniel/status/1700116085905727510)  2023-09-08T11:57Z 86.4K followers, 330.1K engagements


"5. Guns Germs and Steel Being one of TIMEs top nonfiction books of all time this book explains what factors shaped the modern world. How much did geography and environmental factors influence which societies succeeded and what role guns germs and steel played"  
[X Link](https://x.com/MnkeDaniel/status/1700116125218938997)  2023-09-08T11:57Z 86.3K followers, 13.9K engagements


"6. The Warren Buffett Portfolio by Robert Hagstrom This book deals with the Focus Investment Approach that Buffett and Munger preach. Most people have a vague idea of what they do but this book is great to fully understand"  
[X Link](https://x.com/MnkeDaniel/status/1700116131959193911)  2023-09-08T11:57Z 86.4K followers, 12.8K 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](https://x.com/anyuser/status/1700434946337235222)  2023-09-09T09:04Z 117.3K followers, 501.8K engagements


"I agree with the low-cost index fund. I disagree with bonds for diversification. Bonds will do nothing but decrease your returns. And you don't need more diversification when you own a worldwide index fund. If anything you could hedge with bonds but I also wouldnt recommend that"  
[X Link](https://x.com/MnkeDaniel/status/1700572521278455928)  2023-09-09T18:10Z 86.4K followers, [---] engagements


"@ApolloniosTheos Whos better"  
[X Link](https://x.com/MnkeDaniel/status/1700572627893469455)  2023-09-09T18:11Z 100K followers, [---] engagements


"@ApolloniosTheos No it's about fund managers. Buffett doesn't manage a fund. Charlie Munger isn't either. Jim Simons managed a hedge fund. Shelby Davis had a lower return if I'm notmistaken 23% vs Lynch's 29%. Don't know the details about the others without looking them up right now"  
[X Link](https://x.com/MnkeDaniel/status/1700581526285484188)  2023-09-09T18:46Z 98.5K followers, [---] engagements


"@ApolloniosTheos Of course it is. This was a hook for a tweet But you have to admit that it was right. I talked about the specific niche of fund managers. Of course there's so much more to consider if we would compare investors. That's not what I tried to do here"  
[X Link](https://x.com/MnkeDaniel/status/1700593817819201873)  2023-09-09T19:35Z 102.1K followers, [---] engagements


"Random thought: Why are books so insanely cheap [--]. People spend hundreds of hours writing a great book. [--]. You buy it once and can read it for the rest of your life [--]. You get years of experience and work You pay $20. You go out to eat once. You spend $30"  
[X Link](https://x.com/MnkeDaniel/status/1700779309617521085)  2023-09-10T07:52Z 86.3K followers, 41.9K engagements


"12 Biases that distort your Decision-Making: [--]. 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. [--]. Zero-Risk Bias - If a risk is considered small we assume there is no risk at all. [--]. Overconfidence - We overestimate our own knowledge and ability. Often because we know too little to know better. (Less knowledge = more confidence) [--]. Survivorship Bias - This is a sample"  
[X Link](https://x.com/anyuser/status/1700811802337038724)  2023-09-10T10:01Z 117.3K followers, 838.2K engagements


"Charlie Munger explains in less than [--] minutes why Buffett did what no one else could:"  
[X Link](https://x.com/MnkeDaniel/status/1700924041060577688)  2023-09-10T17:27Z 102.1K followers, 242.5K engagements


"Extended Tier List of Investors: How would you Rate these I considered the following Criteria: - Performance - Time in the Market - Educational Value - Personal Impact on Me - Personality - Transparency *Note: Apart from the F-Tier all of them are respectable investors. I'm sure we'll rank them differently. State your opinions respectfully and kindly"  
[X Link](https://x.com/MnkeDaniel/status/1701167486551400502)  2023-09-11T09:35Z 86.3K followers, 28.4K engagements


"The Circle of Competence is the most important yet often misunderstood investment concept. "If I have a strength it is knowing the limits of my Circle of Competence." - Warren Buffett Let's break down how to find your Circle of Competence and work with it: [--]. Your Level of"  
[X Link](https://x.com/MnkeDaniel/status/1701206440164094427)  2023-09-11T12:09Z 80.3K followers, [--] engagements


"What's the first thing that comes to your mind when you think about value investing"  
[X Link](https://x.com/MnkeDaniel/status/1701225248006299839)  2023-09-11T13:24Z 86.4K followers, 12K engagements


"Buffett and Munger on putting 75% to 100% of their Net Worth into one Company:"  
[X Link](https://x.com/MnkeDaniel/status/1701259128625102901)  2023-09-11T15:39Z 86.6K followers, 93.9K engagements


"Buffett referred to Philip Carret as one of his heroes. Philip Carret outperformed the market over a 55() year period. This makes him only topped by the legend himself Warren Buffett. These are his Investment Rules and Gems:"  
[X Link](https://x.com/MnkeDaniel/status/1701513477716836491)  2023-09-12T08:30Z 86.3K followers, 119.5K 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](https://x.com/anyuser/status/1701566904077541458)  2023-09-12T12:02Z 117.3K followers, 477.5K engagements


"2. 100-Baggers Doubling down on the last book this book is about finding 100-Baggers. Stocks that return $100 for every $1 invested. Mayer studied dozens of 100-Baggers and realized theyre patterns that can be recognized. He wrote those patterns down in this book"  
[X Link](https://x.com/MnkeDaniel/status/1701566920439255099)  2023-09-12T12:02Z 86.3K followers, 16K engagements


"3. Analysis of Financial Statements Every investor must know how to analyze financial statements. Otherwise the only thing he can do is speculate and rely on luck. This is a great book to learn this skill. It explains analytical tools and gives a comprehensive case analysis"  
[X Link](https://x.com/MnkeDaniel/status/1701566929738060208)  2023-09-12T12:02Z 86.4K followers, 15.2K engagements


"7. A Random Walk Down Wall Street This investing classic was first published in [----] and frequently revised since then. It's about the failures of Wall Street and analyzes the investment strategies of active managers and their flaws"  
[X Link](https://x.com/MnkeDaniel/status/1701566964752159204)  2023-09-12T12:02Z 102.1K followers, 11.2K engagements


"That's it for today If you enjoyed it please Like and Retweet this Thread so more people can see it Follow me @MnkeDaniel to learn more about Investing. Have a great day"  
[X Link](https://x.com/MnkeDaniel/status/1701566991146815508)  2023-09-12T12:02Z 86.4K followers, 15K engagements


"On my Website I have over [--] Book Recommendations by Superinvestors entrepreneurs or scientists. Youll find Books on: - Investing and Finance - Psychology - History - Books on Superinvestors/Politicians/Entrepreneurs"  
[X Link](https://x.com/MnkeDaniel/status/1701586541339124170)  2023-09-12T13:20Z 86.4K followers, [----] engagements


"Warren Buffett and Charlie Munger on Calculating the Intrinsic Value of Companies:"  
[X Link](https://x.com/MnkeDaniel/status/1701663465465864303)  2023-09-12T18:26Z 86.3K followers, 199.3K engagements


"@muralir0 That's the problem. In the last couple of years we can barely follow his portfolio since he only discloses his US positions which aren't representative of his actual portfolio"  
[X Link](https://x.com/MnkeDaniel/status/1701797026554339585)  2023-09-13T03:16Z 76.4K followers, [---] engagements


"Howard Marks just released a new Memo He has been writing investment Memos for [--] years. They are legendary and among the most brilliant writings you can find Here are my Key Takeaways from this recent one: [--]. Aiming for the Stars The ultimate investment goal is long-term outperformance. But how do you get there The intuitive answer is chasing outstanding performance. The correct answer however is doing a little better than average year after year. That way you are. - less likely to produce extreme volatility - less likely to produce huge losses you can't recover from - more likely to succeed"  
[X Link](https://x.com/MnkeDaniel/status/1701890721509249206)  2023-09-13T09:29Z 76.4K followers, 180.7K engagements


"@muralir0 I love his memo and general teachings on investing. One of the greatest investment philosophers of our time"  
[X Link](https://x.com/anyuser/status/1701906272042258578)  2023-09-13T10:30Z [--] followers, [----] engagements


"Only a handful of investors have outperformed the market over decades. One of them is Walter Schloss. He achieved an Annual Return of 21% over 47() years. A $10000 Investment turned into $52000000 Here are the Key Points of his Investment Strategy (+ Free Checklist)👇"  
[X Link](https://x.com/MnkeDaniel/status/1701939621469282550)  2023-09-13T12:43Z 75.2K followers, [---] engagements


"4. Focus on Numbers Because he didn't talk to management and invested in very cheap stocks he focused on numbers. His favorite metric was book value. Asset values fluctuate more slowly than earnings do. He preferably bought at 1/2 or 2/3 of book value"  
[X Link](https://x.com/MnkeDaniel/status/1701939628838699150)  2023-09-13T12:43Z 82.4K followers, [--] engagements


"5. Diversification Schloss didn't dig too deep into his investments. He bought very cheap stocks a lot of them (60-100 positions). Not all of them will be winners but the low price was his Margin of Safety. And the winners drove the performance"  
[X Link](https://x.com/MnkeDaniel/status/1701939631040671943)  2023-09-13T12:43Z 86.4K followers, [--] engagements


"6. Averaging In Schloss also believed you could not know an investment if youre watching from the sidelines. Thats why he established many small positions to observe them. Over time he averaged into these positions and built them up"  
[X Link](https://x.com/MnkeDaniel/status/1701939637097312536)  2023-09-13T12:43Z 86.4K followers, [----] engagements


"7. The Math of Investing Through his investment strategy he benefited from two simple principles. [---]. Losses weigh more than gains. If you lose 30% you need to gain more than 30% to get back to zero. Solution: Focus on the Downside"  
[X Link](https://x.com/MnkeDaniel/status/1701939638884044810)  2023-09-13T12:43Z 86.4K followers, [--] engagements


"Warren Buffett on changing his strategy from Cigar Butts to Quality-Companies: If See's Candies would've cost $10000 more maybe we wouldn't have known about him today"  
[X Link](https://x.com/MnkeDaniel/status/1702021826845753660)  2023-09-13T18:10Z 86.4K followers, [----] engagements


"10 Mental Models that will level up your Thinking: Mental Liquidity - The ability to quickly change your mind. First-Principle Thinking - Boiling problems down to their most fundamental thinking. The Eminent Dead - Learn from the people before you. Few ideas are original. Use what's already there. Redundancy - Use duplication of a system's critical components to increase its reliability. Second-Order Thinking - Instead of thinking about the immediate consequences consider second-level consequences. Multidisciplinary Learning - Take the best ideas from as many fields as possible and apply them"  
[X Link](https://x.com/MnkeDaniel/status/1702284101598744769)  2023-09-14T11:32Z 86.3K followers, 149.5K engagements


"Warren Buffett has the best "First-Principle Thinking Mind" in the investment World. At first glance his statements sound almost naive but theyre incredibly powerful. Here are [--] gems of Investing wisdom boiled down into ridiculously easy statements: [--]. A public-opinion poll is no substitute for thought. [--]. Rule Number 1: Never lose money. Rule Number 2: Never forget Rule No.1 [--]. Risk comes from not knowing what youre doing. [--]. Predicting rain doesnt count. Building arks does. [--]. Price is what you pay value is what you get. [--]. I dont look to jump over 7-foot bars: I look around for 1-foot bars"  
[X Link](https://x.com/MnkeDaniel/status/1702335135071478091)  2023-09-14T14:54Z 86.4K followers, 78.1K 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](https://x.com/anyuser/status/1702384718237561195)  2023-09-14T18:12Z 117.3K followers, 515.2K engagements


"@valueinvestorhq This is a fundamental concept. It sounds so easy but that mindset is what enables you to have a concentrated portfolio. Every entrepreneur is basically an investor with a very concentrated portfolio and an active position in the company"  
[X Link](https://x.com/MnkeDaniel/status/1702606634176967130)  2023-09-15T08:53Z 86.4K followers, [---] 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](https://x.com/MnkeDaniel/status/1702652805767442850)  2023-09-15T11:57Z 76.4K followers, 270K engagements


"You're a Journalist Being an investor is a lot like being a research journalist. You have to dig into the company on a level that journalists do when they research their stories. You also need to clearly articulate your thesis and research and bring it to paper"  
[X Link](https://x.com/MnkeDaniel/status/1702652810045661209)  2023-09-15T11:57Z 100K followers, 10.2K engagements


"Understand Who You Are Youll be more interested in some industries/companies than in others. In investing you can choose in what industries youll look for opportunities. Investors should use this advantage and be sure about their circle of competence"  
[X Link](https://x.com/MnkeDaniel/status/1702652812063014994)  2023-09-15T11:57Z 77K followers, [----] engagements


"To all the people who think reading books is overrated: Read fewer books and reread the great ones until you really understand them. When you do start acting on the lessons learned"  
[X Link](https://x.com/MnkeDaniel/status/1702834684000981281)  2023-09-16T00:00Z 86.4K followers, [--] engagements


"@mr_stark_tweets True but it's even more impressive to have such a long-term mindset and pay so little attention to quarterly earnings when you used to work at Wall Street"  
[X Link](https://x.com/MnkeDaniel/status/1702875914235793435)  2023-09-16T02:43Z 86.5K followers, [---] engagements


"Ben Graham's [--] Points that summarize [--] years of Investing Experience:"  
[X Link](https://x.com/MnkeDaniel/status/1702963031154802788)  2023-09-16T08:30Z 86.4K followers, [----] engagements


"Aswath Damodaran is the best-known valuation professor in the world. He has taught thousands of students at NYU and millions online. Here are his three most important Valuation Lessons: [--]. Never "Verify" Value Find Value The number one valuation mistake is already having an idea of value before doing the research. Most of the time we use the current price as an anchor. By doing so our valuation is doomed to fail. We'll inevitably come up with a number close to the current price because our idea of value affects our estimates. To avoid this it is enough to intentionally tell yourself that"  
[X Link](https://x.com/anyuser/status/1702991650371367186)  2023-09-16T10:23Z 117.3K followers, 438.8K engagements


"If you're serious about learning valuation watch this series of Videos:"  
[X Link](https://x.com/MnkeDaniel/status/1703098285177594169)  2023-09-16T17:27Z 86.3K followers, 107.3K engagements


"What has been the source of success for Charlie Munger Wrong answers only:"  
[X Link](https://x.com/MnkeDaniel/status/1703315350115267038)  2023-09-17T07:50Z 100K followers, 22.3K engagements


"Howard Marks' Talk at Goldman Sachs is one of his best interviews. It's covering a vast margin of his investment philosophy"  
[X Link](https://x.com/MnkeDaniel/status/1703323906457694525)  2023-09-17T08:24Z 86.3K followers, 240K engagements


"Terry Smith is one of the best-performing high-quality investors in the world. Since he founded Fundsmith in [----] he achieved a 15.6% CAGR putting him up there with the world's best. He's a quality growth investor looking for compounding opportunities. Here's his Strategy:"  
[X Link](https://x.com/MnkeDaniel/status/1703379363599663533)  2023-09-17T12:04Z 86.4K followers, 215.5K engagements


"4. High FCF Yield One sign of a high-quality company is a high FCF yield. Smith compares the FCF yield of a company to what he believes the long-term bond yield should be. ("Should be" means 1% over the expected rate of inflation) Formula: FCF/Market Value of the Company"  
[X Link](https://x.com/MnkeDaniel/status/1703379372059562035)  2023-09-17T12:04Z 80.3K followers, [----] engagements


"My Top [--] Takeaways from Thomas W. Phelps Classic [---] to [--] in the Stock Market: [--]. The difficulty is not in finding 100-baggers but in the holding. [--]. Our need for instant gratification is sabotaging our long-term success. [--]. As long as earnings grow the stock will grow. [--]. To buy right requires vision and courage - faith that is evidence of things not seen things not susceptible of mathematical proof. [--]. There will be periods where it doesnt look good. Almost every 100-bagger had times when the business struggled. [--]. In investing activity and results are negatively correlated. [--]. Needed Rate"  
[X Link](https://x.com/MnkeDaniel/status/1703422047190196459)  2023-09-17T14:53Z 86.4K followers, 319K engagements


"Howard Marks on "Why You May Be Your Own Worst Enemy as an Investor":"  
[X Link](https://x.com/MnkeDaniel/status/1703672704723804187)  2023-09-18T07:30Z 86.4K followers, 39.2K engagements


"13 Mind-Boggling Takeaways from Thinking Fast and Slow: [--]. There are Two Systems working in our Heads: System [--] - Operates automatically and quickly. Without effort and no sense of voluntary control. System [--] - Operates slowly and precisely. Allocates attention to effortful mental activities. [--]. System [--] can hack System 1: You can reprogram the impulsive fast decisions of System [--] by turning them from unconscious to conscious. [--]. Turning from Unconscious to Conscious: By using checklists or journals you stop the automated process of System [--] and force to System [--] to take over. This is how you"  
[X Link](https://x.com/anyuser/status/1703726246478180681)  2023-09-18T11:02Z 117.3K followers, 434.9K engagements


"Warren Buffett said there are [--] chapters investors must read. After that you know all you need [--]. Chapter [--] (The Intelligent Investor) [--]. Chapter [--] (The Intelligent Investor) [--]. Chapter [--] (Keynes' The General Theory) Here's what you need to know:"  
[X Link](https://x.com/anyuser/status/1704103656843345989)  2023-09-19T12:02Z 117.3K followers, 518.1K engagements


"The Intelligent Investor Chapter [--] [--]. Profiting from market fluctuations: The stock market offers the possibility to constantly trade securities. Thus prices fluctuate. The investor can try to benefit from this in two ways. Either by (1) Timing or (2) Pricing:"  
[X Link](https://x.com/MnkeDaniel/status/1704103663910650179)  2023-09-19T12:02Z 86.4K followers, 12.6K engagements


"2. The Paradox of Timing While timing seems like a viable option at first it'll almost always turn investors into speculators. There is no reason to believe that you can predict the unknowable better than the rest of the investors trying to do the same"  
[X Link](https://x.com/MnkeDaniel/status/1704103669350687144)  2023-09-19T12:02Z 86.4K followers, 11.3K engagements


"3. Mr. Market Graham refers to the daily market fluctuations as Mr. Market. A moody person selling stocks too expensive one day and too cheap the other. The realization here is to make Mr. Market your servant. Only hit good serves. Buy only when he offers cheap prices"  
[X Link](https://x.com/MnkeDaniel/status/1704103675092676725)  2023-09-19T12:02Z 82.7K followers, [----] engagements


""I promised my students that if they do good valuation work the market will agree with them. I just didn't tell them when. It could be [--] or [--] weeks it could be [--] or [--] years." - Joel Greenblatt"  
[X Link](https://x.com/MnkeDaniel/status/1704291907927461905)  2023-09-20T00:30Z 83K followers, 16.2K 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](https://x.com/anyuser/status/1704408805289963787)  2023-09-20T08:15Z 117.3K followers, 450K engagements


"Learn more about Lynch's strategies and how he became the most successful fund manager of all time:"  
[X Link](https://x.com/MnkeDaniel/status/1704426715806601580)  2023-09-20T09:26Z 86.4K followers, [----] engagements


"Warren Buffett claims Chapter [--] of Keynes' The General Theory is one of the three most important chapters ever written. John Maynard Keynes was a brilliant economist and investor. Here's what he taught investors in Chapter [--] of his book:"  
[X Link](https://x.com/anyuser/status/1704464545085796469)  2023-09-20T11:56Z 117.3K followers, 514.5K engagements


"Peter L. Bernstein's [--] Big Ideas on Risk and Uncertainty:"  
[X Link](https://x.com/MnkeDaniel/status/1704771401847025860)  2023-09-21T08:15Z 86.4K followers, 32.5K engagements


"40 minutes of awesome Charlie Munger Wisdom: He talks investing human nature and politics. Watch this tonight instead of a Netflix episode"  
[X Link](https://x.com/MnkeDaniel/status/1705133580899283388)  2023-09-22T08:15Z 86.4K followers, 175.6K engagements


"Warren Buffett said the three most important words in investing are "Margin of Safety." He also said that reading 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](https://x.com/anyuser/status/1705185776948953379)  2023-09-22T11:42Z 117.3K followers, 481.6K engagements


"2. Benefits Buying something for less than it's worth is always a good deal. In investing its importance is even greater because you never know the exact fair value. You can only guess a range. A Margin of safety is self-defense against a wrong estimate of fair value"  
[X Link](https://x.com/MnkeDaniel/status/1705185781499756886)  2023-09-22T11:42Z 86.6K followers, 11.9K engagements


"3. The Mathematical Advantage A MoS offers two mathematical advantages. First downside protection. It takes a 100% gain to recover a 50% loss. So not losing money should be your priority"  
[X Link](https://x.com/MnkeDaniel/status/1705185787640266995)  2023-09-22T11:42Z 86.6K followers, 10.7K engagements


"Sir John Templeton's 4-Step Process to Investing:"  
[X Link](https://x.com/MnkeDaniel/status/1705497227026706438)  2023-09-23T08:20Z 86.4K followers, 19.6K engagements


"Seth Klarman might have written the best investing book of all time. Yet it's less famous than many other books that fill the bestseller lists around the world. Here are my Notes from Seth Klarman's Margin of Safety: [--]. Avoiding loss should be the primary goal of every investor. [--]. Investors buy stocks to participate in the success of the underlying company. Speculators buy stocks to participate in rising share prices. [--]. Farsighted investors manage their portfolios with the knowledge that financial catastrophes can and will occur. [--]. Investors can profit in three ways. (1) Free cash flow"  
[X Link](https://x.com/MnkeDaniel/status/1705543852512223396)  2023-09-23T11:25Z 86.3K followers, 282K 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. I haven't finished it yet. But if youre truly dedicated to learning investing read it:"  
[X Link](https://x.com/MnkeDaniel/status/1705650985052328316)  2023-09-23T18:30Z 86.4K followers, 171.1K engagements


"@JasperSaberi1 Unfortunately I can't. You're not allowed to share them outside of Oaktrees website"  
[X Link](https://x.com/MnkeDaniel/status/1705783793250955695)  2023-09-24T03:18Z 101.9K followers, [----] engagements


"Young Warren Buffett breaks down successful investing in [--] minutes:"  
[X Link](https://x.com/anyuser/status/1705858860098232413)  2023-09-24T08:17Z 117.3K followers, 233.5K engagements


"Beginner Book No.1 The Most Important Thing by Howard Marks is the best starting point for investing. It will equip you with a complete investment philosophy and an understanding of what's important in the markets"  
[X Link](https://x.com/MnkeDaniel/status/1705917788563402908)  2023-09-24T12:11Z 86.4K followers, 10.5K engagements


"Beginner Book No. [--] One Up on Wall Street by the most successful fund manager of all time Peter Lynch. This book aims explicitly at retail investors and explains their advantages over well-trained and highly-paid Wall Street bankers"  
[X Link](https://x.com/MnkeDaniel/status/1705917797321081017)  2023-09-24T12:11Z 86.4K followers, [----] engagements


"Intermediate Book No.2 Valuation is the flagship book when it comes to. well valuation. For an intermediate getting more into detail with the actual valuation work is important"  
[X Link](https://x.com/MnkeDaniel/status/1705917811824934964)  2023-09-24T12:11Z 75.3K followers, [----] engagements


"Intermediate Book No.3 How to Be a Stock Market Genius by Joel Greenblatt This book is a practical guide to investing with a particular focus on special situations. A part of the market that offers great opportunities and inefficiencies"  
[X Link](https://x.com/MnkeDaniel/status/1705917820351987740)  2023-09-24T12:11Z 86.3K followers, [--] engagements


"What's the one thing that immediately disqualifies a company as an investment when you see it"  
[X Link](https://x.com/MnkeDaniel/status/1706196836925448229)  2023-09-25T06:40Z 86.4K followers, 59.2K engagements


"@Arkalos77 That's a disqualifying factor"  
[X Link](https://x.com/MnkeDaniel/status/1706206252227866706)  2023-09-25T07:17Z 76.9K followers, [----] engagements


"@TheSalariedGuy So no fan of founder-led companies"  
[X Link](https://x.com/MnkeDaniel/status/1706334643513905254)  2023-09-25T15:47Z 101.5K followers, [---] engagements

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