# ![@mastersinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::965745021285576704.png) @mastersinvest MastersInvest.com

MastersInvest.com posts on X about business, in the, investment, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::965745021285576704/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965745021285576704/c:line/m:interactions.svg)

- [--] Week [-------] +368%
- [--] Month [-------] +124%
- [--] Months [---------] +87%
- [--] Year [---------] -13%

### Mentions: [--] [#](/creator/twitter::965745021285576704/posts_active)
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- [--] Week [--] -31%
- [--] Month [---] +26%
- [--] Months [---] +43%
- [--] Year [-----] +20%

### Followers: [------] [#](/creator/twitter::965745021285576704/followers)
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- [--] Week [------] +1.80%
- [--] Month [------] +2.90%
- [--] Months [------] +8.90%
- [--] Year [------] +13%

### CreatorRank: [-------] [#](/creator/twitter::965745021285576704/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965745021285576704/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.05% [stocks](/list/stocks)  26.35% [technology brands](/list/technology-brands)  8.11% [countries](/list/countries)  3.38% [automotive brands](/list/automotive-brands)  3.38% [financial services](/list/financial-services)  2.7% [fashion brands](/list/fashion-brands)  2.03% [travel destinations](/list/travel-destinations)  1.35% [currencies](/list/currencies)  1.35% [luxury brands](/list/luxury-brands)  1.35%

**Social topic influence**
[business](/topic/business) #2266, [in the](/topic/in-the) #5623, [investment](/topic/investment) #1305, [ai](/topic/ai) 4.73%, [ceo](/topic/ceo) #4431, [if you](/topic/if-you) #3681, [books](/topic/books) 4.05%, [horizon kinetics](/topic/horizon-kinetics) 3.38%, [longterm](/topic/longterm) 3.38%, [money](/topic/money) 3.38%

**Top accounts mentioned or mentioned by**
[@theeconomist](/creator/undefined) [@orrdavid](/creator/undefined) [@william_r2rclub](/creator/undefined) [@jomasilva88](/creator/undefined) [@adnaninvest](/creator/undefined) [@mikefritzell](/creator/undefined) [@alojoh](/creator/undefined) [@amazon](/creator/undefined) [@jeffbezos](/creator/undefined) [@firstadopter](/creator/undefined) [@ls_fin](/creator/undefined) [@stefanmorariu4](/creator/undefined) [@partha0799](/creator/undefined) [@steadycompound](/creator/undefined) [@mlperla](/creator/undefined) [@lordvultures](/creator/undefined) [@aschulz888](/creator/undefined) [@pavst4r](/creator/undefined) [@hermansen_folke](/creator/undefined) [@marshallsebas](/creator/undefined)

**Top assets mentioned**
[HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Shopify Inc (SHOP)](/topic/$shop) [ServiceNow Inc (NOW)](/topic/servicenow) [GLOBANT S.A. (GLOB)](/topic/globant) [Fastenal Company (FAST)](/topic/$fast) [IBM (IBM)](/topic/ibm) [Tesla, Inc. (TSLA)](/topic/tesla) [Goldman Sachs (GS)](/topic/goldman-sachs) [Fiserv, Inc. (FI)](/topic/$fi) [Intuit Inc. (INTU)](/topic/$intu) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Illinois Tool Works Inc. (ITW)](/topic/$itw) [GammaSwap (GS)](/topic/$gs)
### Top Social Posts
Top posts by engagements in the last [--] hours

""People are the only sustainable competitive advantage." - Jan Wallander ex CEO Svenska Handelsbanken #business_is_people"  
[X Link](https://x.com/mastersinvest/status/2018844697951867323)  2026-02-04T00:30Z 27.7K followers, 32.6K engagements


"Dan Loeb Third Point - Q4 Letter Al dominates market headlines and is increasingly forcing a re-think of established beliefs. One of them is the long-perceived attractiveness of capital-light business models like software information services and digital platforms that for decades required little to no physical investment to grow and achieve dominance. Many such companies are now facing increased investor skepticism about the sustainability of their moats and scrutiny of their high-margin structures. Mentions: SK Square Somnigroup Quebecor corporate/structured credit."  
[X Link](https://x.com/mastersinvest/status/2020026787590468042)  2026-02-07T06:48Z 27.7K followers, 132.7K engagements


"'The securities exchange model is so powerful that nearly every exchange with a 20-year public track record has outperformed its respective regional stock index in most cases by a wide margin. Its a global phenomenon: The U.S. Japan Hong Kong the UK Singapore.' - Horizon Kinetics Q3 [----] Letter Fresh off the presses our latest Quarterly Commentary offers a deep dive into everything from localized inflation plays to limiting-factor beneficiaries of continued AI/data center growth: https://t.co/6yKt1d23PH https://t.co/aIZADUsvtj Fresh off the presses our latest Quarterly Commentary offers a"  
[X Link](https://x.com/mastersinvest/status/1988110787286888743)  2025-11-11T05:05Z 27.7K followers, 59.6K engagements


"Heico Q4 [----] Net Income +35% to record high Net Sales +19% to record Operating Income +28% to record Operating Margin 23.1% from 21.6% in pcp EVITDA +26% Cash Flow from Operating Activities +44% Debt to Net Income 3.1X from 4.3X in pcp "HEICO did it again and we are extremely pleased to report record quarterly net income operating income and net sales reflecting robust double-digit organic net sales growth and contributions by our profitable fiscal [----] acquisitions." Eric Mendelson Heico - A Master Class in business success. Heico - A Master Class in business success"  
[X Link](https://x.com/mastersinvest/status/2001798994595582069)  2025-12-18T23:37Z 27.5K followers, [----] engagements


"Lindsell Train US Fund Nov Update Mentions: Thermo Fisher Intuit Disney https://www.lindselltrain.com/protected_file/MjU0LTgxMA%3D%3D https://www.lindselltrain.com/protected_file/MjU0LTgxMA%3D%3D"  
[X Link](https://x.com/mastersinvest/status/2003237267142594738)  2025-12-22T22:52Z 27.5K followers, [----] engagements


""Still it is reasonable to ask how can one not have a price target or a holding period Very easy actually." - Horizon Kinetics Q4 [----] Letter"  
[X Link](https://x.com/mastersinvest/status/2010590644176330976)  2026-01-12T05:52Z 27.2K followers, [---] engagements


"'Securities exchangesa critical mechanism for capital formation and liquidityare the very oldest continually operated publicly traded companies in the world; they dont fail dwindle away or get displaced.' - Horizon Kinetics Q4 [----] Letter"  
[X Link](https://x.com/mastersinvest/status/2010590648211263873)  2026-01-12T05:52Z 27.7K followers, [--] engagements


"Polen Focus Growth Q4 Update. 'Portfolio activity included initiating a new position in Intuitive Surgical (a leader in robotic surgery) and exiting positions in Netflix (due to regulatory and leverage concerns after the Warner Brothers acquisition) and Workday (due to decelerating growth). The team also added to ServiceNow and trimmed Abbott Laboratories and Shopify.' 'We are increasingly concerned though about the Russell [----] Growth Indexs concentration risk. Nearly two-thirds of the Index is comprised of only [--] companies each with a market capitalization of over $1 trillion.' 'We"  
[X Link](https://x.com/mastersinvest/status/2011578049259848114)  2026-01-14T23:15Z 27.5K followers, [----] engagements


"Living things grow awkwardly then find balance and if the conditions are right if they serve the system theyre part of they compound in ways no one could have predicted. https://colossus.com/article/henry-ellenbogen-last-human-edge/ https://colossus.com/article/henry-ellenbogen-last-human-edge/"  
[X Link](https://x.com/mastersinvest/status/2013747156943765962)  2026-01-20T22:55Z 27.2K followers, [----] engagements


"T. Rowe Price had given him the archives of all [--] New Horizons shareholder letters. Ellenbogen was looking for patterns when he made a startling discovery. Across [--] years and thousands of investments across multiple market cycles and different managers with different styles only [--] stocks had mattered. Every cent the fund had made came from [--] companies identified early and held long enough to turn modest positions into transformative outcomes. The rest amounted to nothing. https://twitter.com/i/web/status/2013750917578019020 https://twitter.com/i/web/status/2013750917578019020"  
[X Link](https://x.com/mastersinvest/status/2013750917578019020)  2026-01-20T23:10Z 27.3K followers, [---] engagements


"Fastenal Q4 [----] Q4 Net Sales +11.1% Q4 Net Income +12.1% Fastenal Inventory Management FMI signings goal [----] +12% at mid-point Environment: US PMI and Industrial Production remain mixed. PMI averaged [----] for 4Q25 while industrial production was slightly positive in Oct./Nov. compared to the same period last year. Operating cash flow 125.2% of Net Income ROIC increased year-over-year [--] basis points (TTM) to 31.0%; our 10-year average is 28% 'Nearly half of our Q4 sales were transacted through FMI technology or other digital channels really underlying how crucial these services have become"  
[X Link](https://x.com/mastersinvest/status/2014121176352899356)  2026-01-21T23:41Z 27.6K followers, [----] engagements


"'Nearly half of our Q4 revenue flowed through Fastenal vending or bin device at a customer site. Now this is a powerful indicator really how deeply embedded Fastenal has become in our customers' daily operations. And it creates a sticky relationship and this is a key part of our long-term growth model. The more we integrate with customers through onsite and digital solutions the more indispensable we become.' https://twitter.com/i/web/status/2014121994636423430 https://twitter.com/i/web/status/2014121994636423430"  
[X Link](https://x.com/mastersinvest/status/2014121994636423430)  2026-01-21T23:44Z 27.7K followers, [---] engagements


"'The current bull market dates back to March [--] [----] when the S&P [---] bottomed out at [---]. Since then it has appreciated more than 10-fold not counting dividends. During this 16-year stretch there have been four corrections of about 20% that came on suddenly two triggered by Fed rate hikes one by Covid and the most recent in response to the Independence Day announcement of the president's tariff program. There has been plenty to worry about throughout this periodthere always isbut it has not paid to try to sidestep the periodic drawdowns.' 'At some point we will enter another interim period."  
[X Link](https://x.com/mastersinvest/status/2015997119338053764)  2026-01-27T03:55Z 27.6K followers, [----] engagements


"David Financial Fund Q4 [----] Letter. 'DFF returned +29.29% in 2025.' 'Investor sentiment towards financial stocks in our view long weighted down by memories of the financial crisismay finally be improving.' 'Shelby Cullom Daviss quip that financial services companies can be 'growth companies in disguise' remains a bedrock tenet of our approach.' 'The S&P Financials Index still lagged the performance of the broader market in [----] and continues to trade at an historically deep discount as measured by price/earnings ratios.' 'Many banks are currently generating returns on tangible equity in the"  
[X Link](https://x.com/mastersinvest/status/2016390905847259373)  2026-01-28T06:00Z 27.3K followers, [----] engagements


"Everything is marketing. - Dietrich Mateschitz founder Red Bull While many large corporations outsource their marketing and advertising activities thus providing a livelihood for many professionals and even more charlatans Red Bull took a consistent opposite approach: it outsourced production and distribution and focuses solely on sales and advertising. Essentially Dietrich Mateschitz's company is just a massive marketing machine. Even though the company neither produces its main product nor delivers it. https://twitter.com/i/web/status/2016712402247745709"  
[X Link](https://x.com/mastersinvest/status/2016712402247745709)  2026-01-29T03:18Z 27.5K followers, [----] engagements


"You shouldn't confuse the creativity of the Red Bull brand with our business conduct. I was raised with the motto: don't go into debt. That's also a virtue. I don't believe in the formula: two-thirds debt capital one-third equity capital. If something happens in December with sales or there's some currency depreciation then you're in trouble. At Red Bull we spend the money we've earned not the money we might earn someday. We never want to endanger the company's existence through expansion not even for a second. - Dietrich Mateschitz Founder Red Bull #no_debt"  
[X Link](https://x.com/mastersinvest/status/2016830247245926645)  2026-01-29T11:06Z 27.5K followers, [---] engagements


"Starting in Huaweis early days Ren asked employees to purchase shares in the company. He badly needed the cash to fund Huawei's budding R&D projects and he believed that the shares would make employees feel invested in the company's success encouraging them to work harder. Accounts of Huawei employees buying shares date back to at least [----]. #promote_ownership https://twitter.com/i/web/status/2017475293574005202 https://twitter.com/i/web/status/2017475293574005202"  
[X Link](https://x.com/mastersinvest/status/2017475293574005202)  2026-01-31T05:49Z 27.6K followers, [----] engagements


"In March [----] after two years of drafting and redrafting Huawei adopted its 103-article Basic Law. The six professors had done their best to determine what kind of company Huawei was - and what kind of company Huawei was not. The kind of company that Huawei was not was a Western-style publicly listed company. The Basic Law declared that Huawei did not make its decisions based on the short-term maximization of shareholder value: Profit maximization is by no means our only pursuit. The purpose of Huawei was not to serve its shareholders but to achieve its goal which was to become a leading"  
[X Link](https://x.com/mastersinvest/status/2017854353047228448)  2026-02-01T06:55Z 27.7K followers, [---] engagements


"'Why software stocks are getting pummelled. Are investors overestimating the risk from AI' @TheEconomist 'The value of listed American enterprise-software companies is down by 10% over the past year. After a period of blistering revenue growth their momentum has slowed sharply. Yet investors risk misdiagnosing the industrys troubles.' 'AI-generated code is often less elegant less parsimonious and thus less effective. Call it 'slopware'" 'A recent paper by Fiona Chen and James Stratton of Harvard University examined the productivity of programmers using AI and found that it resulted in an"  
[X Link](https://x.com/mastersinvest/status/2018089725635256773)  2026-02-01T22:30Z 27.7K followers, 16K engagements


"'How IBM became an AI darling. It has pulled off yet another striking turnaround.' @TheEconomist https://www.economist.com/business/2026/01/29/how-ibm-became-an-ai-darling https://www.economist.com/business/2026/01/29/how-ibm-became-an-ai-darling"  
[X Link](https://x.com/mastersinvest/status/2018093492413886860)  2026-02-01T22:45Z 27.6K followers, [----] engagements


"'I think that anytime capital gets increasingly concentrated in one specific area it often leads to an imbalance like when too much weight gets shifted to one side of the row boat. I see an imbalance right now in how capital is being allocated within large companies and also within the stock market and these imbalances create opportunities for stock pickers so I think its a good time to be one.' - John Huber Good read . https://basehitinvesting.substack.com/p/thoughts-on-market-valuations-ai https://basehitinvesting.substack.com/p/thoughts-on-market-valuations-ai"  
[X Link](https://x.com/mastersinvest/status/2018165938953294258)  2026-02-02T03:33Z 27.6K followers, [----] engagements


""Multiple decades if one is favored with a business with staying power is when the compounding magic happens." Latest from Horizon Kinetics . A good read. - Data centres - power and water implications - Exchanges and asset managers - Royalty Companies"  
[X Link](https://x.com/mastersinvest/status/2018827592883986535)  2026-02-03T23:23Z 27.7K followers, [----] engagements


"Horizon Kinetics - Founders Letter [----] https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf"  
[X Link](https://x.com/mastersinvest/status/2018828187292270656)  2026-02-03T23:25Z 27.7K followers, [----] engagements


"'Disneys new boss faces a tricky balancing act. Josh DAmaro must not forget the creative magic on which the company relies.' @TheEconomist 'As people spend more time on screens at home they seem to be looking for new ways to let off steam (and spend money) in real life. Disney has ruthlessly taken advantage of this: tickets for a single day at its California park on a summer weekend can cost a family of four more than $1000; once inside they have the option of paying more to get to the front of queues.' 'The day before Mr DAmaros appointment the company announced that experiences brought in"  
[X Link](https://x.com/mastersinvest/status/2018829821871292440)  2026-02-03T23:31Z 27.2K followers, [----] engagements


""Acquisitions are essentially a 'people game'" - Gunnar Tindberg ex CEO Indutrade"  
[X Link](https://x.com/mastersinvest/status/2018847240484524224)  2026-02-04T00:41Z 27.7K followers, [---] engagements


"'Indutrade recognizes that the true power of compounding lies in sustainability. Growth is not about speed alone but about endurance.' - 'The Compounders'"  
[X Link](https://x.com/mastersinvest/status/2018847875598520590)  2026-02-04T00:43Z 27.7K followers, [---] engagements


"Interesting. but increasing returns first mover advantages and network effects have created incredible businesses since [----] . Today's questions: - does AI have such barriers to entry - is capital a barrier to entry - is there a first mover advantage - is data a moat - can it be monetized - will close-to-customer software customers really be disrupted by programmer Joe and his AI code-bot - or is this a Y2K worry From Brian Arthur in [----]. https://sites.santafe.edu/wbarthur/Papers/HBR.pdf https://sites.santafe.edu/wbarthur/Papers/HBR.pdf"  
[X Link](https://x.com/mastersinvest/status/2018926679629201759)  2026-02-04T05:56Z 27.2K followers, [---] engagements


"'As always the forward progress that our businesses make will be a key driver of long-term performance. Such fundamental progress will not be even. It never is. Businesses operate in the real world not a spreadsheet. But over time and through cycles both economic and competitive high-quality businesses of the sort we own tend to advance fundamentally and financially at pleasing rates.' 'We will not immediately know just how wise or unwise any specific decision is. It is the passage of time and the corresponding progression of long-term business fundamentals that ultimately render such"  
[X Link](https://x.com/mastersinvest/status/2018948750383907160)  2026-02-04T07:24Z 27.2K followers, [----] engagements


"When people are treated with respect given autonomy and a sense of ownership they take responsibility - and remarkable things happen. - The Compounders"  
[X Link](https://x.com/mastersinvest/status/2019174017392079071)  2026-02-04T22:19Z 27.3K followers, [---] engagements


"'The S&P [---] is on pace to post earnings growth of 11.9% for Q4. If this holds up it will be the fifth quarter in a row that the index has delivered a double-digit increase in profits. The last time it reported five straight quarters of 10% or more earnings growth was in [----] and 2018.' - Eddy Elfenbein https://www.crossingwallstreet.com/archives/2026/02/cws-market-re-view-february-3-2026.html https://www.crossingwallstreet.com/archives/2026/02/cws-market-re-view-february-3-2026.html"  
[X Link](https://x.com/mastersinvest/status/2019178480815206435)  2026-02-04T22:37Z 27.7K followers, [----] engagements


"'Elon Musk is betting the future of his business empire on AI. The fates of xAI SpaceX and Tesla are increasingly intertwined.' @TheEconomist https://www.economist.com/business/2026/02/04/elon-musk-is-betting-the-future-of-his-business-empire-on-ai https://www.economist.com/business/2026/02/04/elon-musk-is-betting-the-future-of-his-business-empire-on-ai"  
[X Link](https://x.com/mastersinvest/status/2019260527449628953)  2026-02-05T04:03Z 27.2K followers, [---] engagements


"Illinois Tool Works. A great case study [----] Results. '.we increased our dividend for the 62nd consecutive year and returned a total of $3.3 billion to shareholders.' '. the quality of the portfolio has never been better than it is today.' '. If you look at kind of the plan for [----] incremental margins thats where we get to the mid to high 40s. We cant really think of a reason why this wouldnt be sustainable over the long term.' - Q4 GAAP EPS of $2.72 an increase of 7% - [----] Operating margin of 26.3% as enterprise initiatives contributed [---] bps - Pricing and supply chain actions"  
[X Link](https://x.com/mastersinvest/status/2019281242752159825)  2026-02-05T05:25Z 27.7K followers, [----] engagements


"#culture_matters Ben Horowitz on the importance of culture: "A culture is not a set of ideas its a set of actions." "If you define your culture as a kind of set of ideasintegrity do the right thing we have each others backs or any of these corporate valuesits actually just a bunch of https://t.co/IObrqDjcNy Ben Horowitz on the importance of culture: "A culture is not a set of ideas its a set of actions." "If you define your culture as a kind of set of ideasintegrity do the right thing we have each others backs or any of these corporate valuesits actually just a bunch of https://t.co/IObrqDjcNy"  
[X Link](https://x.com/mastersinvest/status/2019613392051532067)  2026-02-06T03:25Z 27.4K followers, [----] engagements


"Healthcare is also emerging from a prolonged period of COVID hangover volatility and multiples derating due to funding freezes populist rhetoric and constraints in biotech funding. We are increasing exposure to the sector especially in life sciences and medical devices and finding what we see as attractive valuations for market leading franchises. - Dan Loeb Q4 [----] Letter"  
[X Link](https://x.com/mastersinvest/status/2020026791642165465)  2026-02-07T06:48Z 27.7K followers, [----] engagements


"@JomaSilva88 Both are excellent Recently read Made in Japan. Copart a while back. https://mastersinvest.com/newblog/2020/5/15/vx2cta5bfjuwtwlfwzwqtt07tk9ay4 https://mastersinvest.com/newblog/2020/5/15/vx2cta5bfjuwtwlfwzwqtt07tk9ay4"  
[X Link](https://x.com/mastersinvest/status/2020088898878337232)  2026-02-07T10:54Z 27.7K followers, [--] engagements


"US Data this week. Mon: (No major top-tier US releases) Tue: NFIB Small Business Optimism (Jan) + US Retail Sales (Dec) + Import/Export Prices (Dec) Wed: Nonfarm Payrolls / Employment Situation (Jan) Thu: (No major top-tier US releases) Fri: CPI (Jan)"  
[X Link](https://x.com/mastersinvest/status/2020622876857319910)  2026-02-08T22:16Z 27.6K followers, [---] engagements


"Wall Street in general has a completely different business model than we have. Our business model is to compound our capital. Wall Streets business model generically is to create transactions. - Chuck Akre Goldman Sachs $GS warns that US stocks could face more selling this week driven by trend-following funds known as CTAs which have already hit sell triggers in the S&P [---]. The bank estimates CTAs could dump up to $33 billion this week and as much as $80 billion over the next https://t.co/qPpRGXv0Ar Goldman Sachs $GS warns that US stocks could face more selling this week driven by"  
[X Link](https://x.com/mastersinvest/status/2020623960996782382)  2026-02-08T22:21Z 27.6K followers, [----] engagements


"'In a survey of [---] CIOs we discovered that customer service is the top function where AI can materialize over the next [--] years.' 'By [----] we expect 50-70% of customer support interactions to be automated as AI adoption increases and underlying models improve.' 'We believe this will transform one of the largest pools of enterprise spend today. Companies spend $600B globally each year on customer support primarily on in-house and outsourced call center services.' 'But the promise of AI is much bigger. Its not just addressing labor spend - its the opportunity to dramatically improve the"  
[X Link](https://x.com/mastersinvest/status/2020642063608676553)  2026-02-08T23:33Z 27.6K followers, [----] engagements


"'Most of the time in financial markets is spent on discussing Nvidia Apple and Coca-Cola but these firms and the rest of the S&P [---] companies only make up a very small part of the US economy.' - Torsten Slok Apollo Chief Economist https://www.apolloacademy.com/wp-content/uploads/2026/02/020726_Public-VS-Private_Chart-Book_v3.pdf https://www.apolloacademy.com/wp-content/uploads/2026/02/020726_Public-VS-Private_Chart-Book_v3.pdf"  
[X Link](https://x.com/mastersinvest/status/2020646790144684138)  2026-02-08T23:51Z 27.6K followers, [----] engagements


"These acquisition-driven compounders operate with a simple and profoundly effective philosophy: decentralization. Push daily decision-making as close to the customer as possible give extraordinary customer service empower people with responsibility accountability and shareholder-friendly incentives and give them ample room to grow. Pair this with an obsession and passion for delivering exceptional customer value and rewarding great performance and people go the extra mile. - The Compounders https://twitter.com/i/web/status/2020730957603754101"  
[X Link](https://x.com/mastersinvest/status/2020730957603754101)  2026-02-09T05:26Z 27.7K followers, [---] engagements


"Acquisition-driven compounders don't play by the rules of the traditional M&A playbook which prices large high-profile deals that require armies of consultants and are built on integration plans that look good on paper but falter in execution. Instead these compounders focus on smaller private-market acquisitions each a deliberate step forward. These acquisitions are not random or opportunistic. They are small targeted and systematic often involving years of discipline and patient relationship-building with potential targets. Compounders rarely rely on brokers or intermediaries to source"  
[X Link](https://x.com/mastersinvest/status/2020731931563008469)  2026-02-09T05:30Z 27.7K followers, [---] engagements


"@MikeFritzell There are many investors who will buy a company independent of valuation as long as its a good company but we wont. - Chris Hohn"  
[X Link](https://x.com/mastersinvest/status/2021064613287342289)  2026-02-10T03:32Z 27.7K followers, [---] engagements


"@orrdavid He became a quality investor. He evolved"  
[X Link](https://x.com/mastersinvest/status/2021070313476456558)  2026-02-10T03:54Z 27.7K followers, [---] engagements


"@alojoh @amazon @JeffBezos It looks like an error in cell za:2145"  
[X Link](https://x.com/mastersinvest/status/2021097662825869798)  2026-02-10T05:43Z 27.7K followers, [---] engagements


"@firstadopter One of our directors said very simply We should make a list of everything that irritates the customer and then we should eliminate those defects one by one. That is the way to compete in a service business. - Charlie Munger"  
[X Link](https://x.com/mastersinvest/status/2021098290071441490)  2026-02-10T05:45Z 27.7K followers, [---] engagements


""Certainly accountants can't tell the difference between good and bad profits. All those dollars look the same on an income statement. While bad profits don't show up on the books they are easy to recognize. They're profits earned at the expense of customer relationships. Whenever a customer feels misled mistreated ignored or coerced profits from that customer are bad. Bad profits come from unfair or misleading pricing. Bad profits arise when companies shortchange customers by delivering a lousy experience. Bad profits are about extracting value from customers not creating value." - Fred"  
[X Link](https://x.com/mastersinvest/status/2021099246389428451)  2026-02-10T05:49Z 27.7K followers, [---] engagements


"@adnaninvest Caught up with the Heico guys last year . incredible business. Such high quality people"  
[X Link](https://x.com/mastersinvest/status/2021104421153931415)  2026-02-10T06:10Z 27.7K followers, [---] engagements


""Every year I talk to the executives of a thousand companies and I cant avoid hearing from the various gold bugs interest rate disciples Federal Reserve watchers and fiscal mystics quoted in the newspapers. Thousands of experts study overbought indicators oversold indicators head and shoulder patters put-call ratios the Feds policy on money supply foreign investment movement of all the constellations through the heavens and the moss on the oak trees and they cant predict markets with any useful consistency any more than the gizzard squeezers could tell the Roman emperors when the Huns would"  
[X Link](https://x.com/mastersinvest/status/2019294731239641268)  2026-02-05T06:19Z 27.7K followers, [----] engagements


"Key insights. Frugality Small headquarters Decentralised cultures Decision making close to customer Empower employees Entrepreneurial spirit Delight customers Customer problem solver (sell solutions) Strong purpose Recurring revenue business with strong cashflows Cash culture Value based pricing Barriers to entry Mission critical / specialised product Flow products / proprietary product Value added distribution Local focus - local champions Low product cost vs total cost Pricing power Exit commodity/ low margin products Integrated product / high switching costs Smaller market niches High"  
[X Link](https://x.com/mastersinvest/status/2020745935786324229)  2026-02-09T06:25Z 27.7K followers, 76.3K engagements


"'By operating the trains Behring learned that there were many ways to get from point A to point B and those differences had enormous cost implications. The way an engineer accelerated and braked the speeds maintained on different segments of track the decisions made at every switch and crossingall of it affected how much diesel the train used and diesel was the single largest cost in the company. This insight led to onboard computers that tracked every trip. The data fed into a system that ranked drivers by fuel consumption and adherence to safety protocols. They called the competition the"  
[X Link](https://x.com/mastersinvest/status/2021429549708591432)  2026-02-11T03:42Z 27.7K followers, [---] engagements


"Portfolio Developments. 'We Have Increased Our Exposure to High-Quality Higher-Growth Megacaps.' 'We believe these companies offer structurally higher growth than most companies in the S&P [---] at only modestly higher average multiples.' 'We believe the megacaps that we own are trading at compelling valuations relative to the overall market in light of their superior business quality and growth profiles.'"  
[X Link](https://x.com/mastersinvest/status/2021738010614919669)  2026-02-12T00:07Z 27.7K followers, [----] engagements


"Market Commentary. 'The 112% increase in the S&P [---] from [----] through [----] has been largely driven by cumulative earnings growth of 77% with P/E multiple up 20%.' 'EPS growth has averaged 10% over the past six years versus 7% over the pre-COVID period.' 'Most of the elevated earnings growth is driven by the top ten companies in the S&P [---] of which we own three.' 'We believe most of the top ten companies have sustainable competitive moats and longterm secular growth characteristics that will allow for continued high rates of EPS growth.' https://twitter.com/i/web/status/2021738013592891606"  
[X Link](https://x.com/mastersinvest/status/2021738013592891606)  2026-02-12T00:07Z 27.7K followers, [----] engagements


"'If youre going to step in as a buyer during an idiosyncratic drawdown you need to have an answer for why these otherwise well-informed and thoughtful investors were wrong to sell and why your vision is correct. Theres a fine line between conviction and arrogance.' - Todd Wenning https://www.flyoverstocks.com/p/two-types-of-drawdowns https://www.flyoverstocks.com/p/two-types-of-drawdowns"  
[X Link](https://x.com/mastersinvest/status/2022077968626118805)  2026-02-12T22:38Z 27.7K followers, [----] engagements


"'During the past five years the value of software firms in the S&P [---] index has fallen from [--] to eight times their revenue over the previous [--] months; across all listed American software firms the figure has gone from eight to three times. Compare that with the [--] largest private-equity buy-outs of traded software firms between [----] and [----] for which the median deal was struck at nine times the target firms revenue.' @TheEconomist https://www.economist.com/business/2026/02/12/private-equity-barons-have-a-giant-ai-problem"  
[X Link](https://x.com/mastersinvest/status/2022086361797558284)  2026-02-12T23:12Z 27.7K followers, [----] engagements


"'Chilli's is training general managers how to better understand the profit-and-loss statement and the 'principles of extreme ownership'' 'Some of the most successful restaurant brands have positioned themselves favorably by making managers (or operators) ownership partners. Think of chains like Texas Roadhouse Chick-fil-A Raising Canes or even smaller ones likeWaldos Chicken and Beer; though those examples differ in the details the objective is the same giving operators or general managers more skin in the game so they are compelled to run better restaurants.' 'We feel like we need to get"  
[X Link](https://x.com/mastersinvest/status/2018538517006307742)  2026-02-03T04:14Z 27.7K followers, [----] engagements


"2026 Reading . so far Favorites . Top to Bottom"  
[X Link](https://x.com/mastersinvest/status/2019617389332296069)  2026-02-06T03:41Z 27.7K followers, 13.4K engagements


"Despite market multiples and concentration that are undeniably high relative to history we believe we remain positioned for a friendly macroeconomic and corporate environment. US GDP growth is accelerating disinflation is firmly in place and the imminent tax refunds should support consumer spending and alleviate affordability issues. Increasingly tricky investor positioning in US equities evidenced by high institutional gross and net exposures as well as record high retail participation has led us to expand our single name short book and grow exposure to foreign equities. - Dan Loeb Q4 2025"  
[X Link](https://x.com/mastersinvest/status/2020026794918002794)  2026-02-07T06:48Z 27.7K followers, [----] engagements


""In [----] he went into business for himself launching what would become the Carson Group out of his dorm. He spent the next six years without an office barely breaking even. Then on a particularly rough day he began phoning clients simply to check in without an agenda. At a time when most wealth managers were extremely transactional focused solely on selling investment products to clients Carson made it personal. 'I learned peoples kids' names their pets nameseverything.'""  
[X Link](https://x.com/mastersinvest/status/2021104012444172373)  2026-02-10T06:08Z 27.7K followers, [---] engagements


""He also reshaped how he ran his business: Employees became 'stakeholders.' He put more money into internal leadership development and began pushing 'sustainable ambition' focusing on durability and succession rather than growth at all costs. He pushed leaders to share metrics playbooks and decision-making frameworks more openly." #promote_ownership #Training #transparency https://twitter.com/i/web/status/2021104014512021795 https://twitter.com/i/web/status/2021104014512021795"  
[X Link](https://x.com/mastersinvest/status/2021104014512021795)  2026-02-10T06:08Z 27.7K followers, [----] engagements


"'Last Thursday the Software and Services industry saw its market cap as a share of total S&P [---] market cap fall below 9% for the first time since July [--] 2011.' 'The Semiconductors group has been an absolute star of the show since AI came to the mainstream in late [----] and as a result it is now hovering around a record share of the S&P 500's market cap.' - Bespoke Invest https://www.bespokepremium.com/interactive/posts/think-big-blog/software-getting-skinny https://www.bespokepremium.com/interactive/posts/think-big-blog/software-getting-skinny"  
[X Link](https://x.com/mastersinvest/status/2021352075037376982)  2026-02-10T22:34Z 27.7K followers, [----] engagements


"'At the end of September just before the plunge began measurable borrowing against crypto assets amounted to some $74bnand had more than doubled over the previous [--] months surpassing its level in late 2021.' @TheEconomist 'The iShares Bitcoin Trust ETF (IBIT) became the fastest-growing ETF in history with assets worth almost $100bn by October. Now though ETFs are pulling prices down. Over the past [--] trading days IBIT has seen outflows worth $3.5bnits first extended selloff. Most of the capital invested in the fund has now suffered losses.'"  
[X Link](https://x.com/mastersinvest/status/2021355884329435567)  2026-02-10T22:49Z 27.7K followers, [---] engagements


"'They had been founding investors in Lone Pine Capital having met Steve Mandel in the 1980s when he was Goldmans top retail analyst and they had later backed Chris Hohn when he started TCI Fund Management in 2003.'"  
[X Link](https://x.com/mastersinvest/status/2021430739259228626)  2026-02-11T03:46Z 27.7K followers, [---] engagements


"'When 3G took over Burger King the franchisees were suing the company. The dispute centered on a dollar double cheeseburger that headquarters had mandated the year before. The burger drove sales which drove royalties to Miami. But franchisees lost money on every one they sold. The National Franchisee Association representing three-quarters of Burger Kings operators had taken the company to court. Relations had deteriorated so badly that some franchisees no longer spoke to headquarters. Schwartz invited them all to Miami. He listened. He would later endear himself to franchisees by logging"  
[X Link](https://x.com/mastersinvest/status/2021433859360031151)  2026-02-11T03:59Z 27.7K followers, [---] engagements


"'Burger King owned roughly [----] restaurants. Conventional wisdom held that franchisors should keep around 20% of their stores to maintain operational knowledge and test new products. But those company-owned restaurants generated less than 10% of profits while consuming most of managements attention. Schwartz and Hees sold them off. Revenues fell 70%. By the end of [----] Burger King owned just [--] restaurants all clustered around Miami. The logic Schwartz argued was clear. Put the physical restaurants in the hands of the best local operators who can run them better and thatll allow us to"  
[X Link](https://x.com/mastersinvest/status/2021434228400062468)  2026-02-11T04:00Z 27.7K followers, [--] engagements


"Catching up on Eddy Elfenbein's portfolio changes. The five new buys are: Caseys General Stores (CASY) Comfort Systems USA (FIX) McKesson (MCK) ResMed (RMD) Sprouts Farmers Market (SFM) The five sells are: Fiserv (FISV) McGrath RentCorp (MGRC) Miller Industries (MLR) Otis Worldwide (OTIS) Silgan (SLGN) Always a good read. https://www.crossingwallstreet.com/archives/2025/12/cws-market-review-december-26-2025.html https://www.crossingwallstreet.com/archives/2025/12/cws-market-review-december-26-2025.html"  
[X Link](https://x.com/mastersinvest/status/2010538146531094535)  2026-01-12T02:23Z 27.7K followers, [----] engagements


"Akre Q4 [----] Letter. A good read . 'We do not chase performance; we lie in wait for it even when it hurts.' 'We believe that operating with a long-term compounding mindset in a stock market increasingly driven by momentum and machine-driven short-term profit seeking will continue to be the advantage it has been perhaps increasingly so.' '2025 saw the largest performance disparity between the S&P [---] and the S&P [---] Quality Index (a subset of the S&P 500) since 1999.' 'The S&P [---] Quality Index beat the S&P [---] in just three of the past [--] calendar years.' 'Quality wins over time not all the"  
[X Link](https://x.com/mastersinvest/status/2010842634236149879)  2026-01-12T22:33Z 27.7K followers, 86K engagements


"'Our [----] performance was impacted by drawdowns in several names including: Constellation Software (down 22.00% in [----] in US Dollar terms) Roper Technologies (down 13.84% in 2025) CCC Intelligent Solutions (down 32.23% in 2025) CoStar Group (down 6.08% in 2025). The common denominator: valuation multiple compression due to concern that these software-oriented businesses will be degraded or disrupted by artificial intelligence (AI). We believe this narrative to be overblown and that our businesses will be enormous beneficiaries of AI.' https://twitter.com/i/web/status/2010842636555591705"  
[X Link](https://x.com/mastersinvest/status/2010842636555591705)  2026-01-12T22:33Z 27.7K followers, [----] engagements


"This is excellent . highly recommended "People are the only sustainable competitive advantage." - Jan Wallander ex CEO Svenska Handelsbanken #business_is_people https://t.co/eagmeZtuQ2 "People are the only sustainable competitive advantage." - Jan Wallander ex CEO Svenska Handelsbanken #business_is_people https://t.co/eagmeZtuQ2"  
[X Link](https://x.com/mastersinvest/status/2019626859957481603)  2026-02-06T04:19Z 27.7K followers, 27K engagements


"Sending this out to the management teams of many of our portfolio companies. Key insights. Frugality Small headquarters Decentralised cultures Decision making close to customer Empower employees Entrepreneurial spirit Delight customers Customer problem solver (sell solutions) Strong purpose Recurring revenue business with strong cashflows Cash Key insights. Frugality Small headquarters Decentralised cultures Decision making close to customer Empower employees Entrepreneurial spirit Delight customers Customer problem solver (sell solutions) Strong purpose Recurring revenue business with strong"  
[X Link](https://x.com/mastersinvest/status/2021025512106361261)  2026-02-10T00:56Z 27.7K followers, 70.6K engagements


"'Lemann had built Garantia by studying Goldman Sachs. Sicupira before taking over Lojas Americanas had written to [--] of the worlds biggest retailers asking to learn from them. Sam Walton called him back. Now Telles toured Anheuser-Busch Modelo and Coors.' #copy_ideas"  
[X Link](https://x.com/mastersinvest/status/2021425823832821968)  2026-02-11T03:27Z 27.7K followers, [---] engagements


"'The idea came from Telles who had used annual competitions to transform Brahmas chaotic distributors into a disciplined sales force. Hed picked it up from weeks studying Anheuser-Busch. The principle was simple: centralize the what not the how. Set the goals define the boundaries then get out of the way. The Diesel Cup reduced fuel consumption by 30% and made ALL the safest railway in Brazil.' #internal_competition https://twitter.com/i/web/status/2021429684895088678 https://twitter.com/i/web/status/2021429684895088678"  
[X Link](https://x.com/mastersinvest/status/2021429684895088678)  2026-02-11T03:42Z 27.7K followers, [--] engagements


"Key insights Seek Share of MindShare of Market Long term Mindset Promote from Within Empower Employees then Get out the Way Frugality Longevity beat Productivity Gains Promote Ownership Encourage Internal Competition / Friendly Rivalry Seek Founders Courtship M&A Copy Ideas Walk the Floors Seek Ideas at the Edge Provide Transparency Local Focus Small Headquarters Business Experience Walk The Floors Build People Eat your Own Cooking 'In the carcass everyone assumed Burger King to be Behring and Schwartz saw a business that would not die. It kept surviving its owners And not just surviving. It"  
[X Link](https://x.com/mastersinvest/status/2021443098954563637)  2026-02-11T04:36Z 27.7K followers, [----] engagements


"Ultimately the quality of the business trumps everything. - Chris Hohn https://mastersinvest.com/newblog/2026/1/24/learning-from-sir-christopher-hohn https://mastersinvest.com/newblog/2026/1/24/learning-from-sir-christopher-hohn"  
[X Link](https://x.com/mastersinvest/status/2021007612247204161)  2026-02-09T23:45Z 27.7K followers, 100.1K engagements


"'In the carcass everyone assumed Burger King to be Behring and Schwartz saw a business that would not die. It kept surviving its owners And not just surviving. It had become the worlds second-largest hamburger chain. Schwartz sought outside counsel from his mother and fiance. He asked them how big Burger King was relative to McDonalds. They each said half the size. The actual number was one-sixtieth. The brand was bigger than the business. If they could fix some obvious problemslike not selling cheeseburgers at a losstheyd make money. Their model projected they would triple their money in"  
[X Link](https://x.com/mastersinvest/status/2021422960213676399)  2026-02-11T03:16Z 27.7K followers, [----] engagements


"'Fifteen years later the investment is up nearly [--] times. Burger King is now one piece of a $45 billion public business Behring and Schwartz have built: Restaurant Brands International (RBI). 3G owns a quarter of it. The annual dividend alone is four-fifths of what they paid for Burger King in [----]. It may be the greatest private equity deal in history and they have no plans to exit.' https://twitter.com/i/web/status/2021423875553362091 https://twitter.com/i/web/status/2021423875553362091"  
[X Link](https://x.com/mastersinvest/status/2021423875553362091)  2026-02-11T03:19Z 27.7K followers, [---] engagements


"Pershing Square - [----] Annual Investor Presentation Core Principles: - Simple predictable free-cash-flow-generative business - Formidable barriers to entry - Limited exposure to extrinsic factors that we cannot control - Generally strong financial profile - Minimal capital markets dependency - Typically North American-listed large-capitalization companies - Fair price as is but a substantial discount to optimized value - Base case valuation not reliant on future M&A or platform value - In-place or identified management with high degree of integrity track record of success and appropriate"  
[X Link](https://x.com/mastersinvest/status/2021738007553094112)  2026-02-12T00:07Z 27.7K followers, 24.6K engagements


"Bill Gurleys quote landed for me because it echoes a central lesson from The Inner Game of Tennis: performance changes when perception changes. In the book Gallwey shows how quickly we become tense and insular when we frame everything as me vs them. We tighten up guard information and start playing not to lose. The opponent becomes a threat not a mirror. Gallweys reframing is the unlock: the opponent isnt simply an enemy but the supplier of the obstacles that draw out your best. In true competition each players job is to create the hardest possible problems for the otherbecause those problems"  
[X Link](https://x.com/mastersinvest/status/2021743004063818221)  2026-02-12T00:27Z 27.7K followers, 73K engagements


""When we get tied up in sharing everything we communicate nothing. If you really want to get your main message across take Kelly Johnsons famous advice and just keep it simple." - Joe Scarlett ex CEO Tractor Supply https://joescarlett.com/leadership/simplify-your-words-simplify-your-life/ https://joescarlett.com/leadership/simplify-your-words-simplify-your-life/"  
[X Link](https://x.com/mastersinvest/status/2021820835720511640)  2026-02-12T05:37Z 27.7K followers, [---] engagements


"It is in a childs best interest to be exposed early to manageable setbacks so they can develop what we might call failure immunity the psychological antibodies that allow them to face future disappointments without falling apart. https://www.afr.com/life-and-luxury/health-and-wellness/why-you-should-let-your-kids-fail-20260211-p5o1bb https://www.afr.com/life-and-luxury/health-and-wellness/why-you-should-let-your-kids-fail-20260211-p5o1bb"  
[X Link](https://x.com/mastersinvest/status/2022066942409122221)  2026-02-12T21:55Z 27.7K followers, [---] engagements


"Americas hottest grocery store is also its priciest Erewhon is testing just how much wealthy shoppers will pay for chicken soup.' @TheEconomist 'Its name nowhere backwards comes from a utopian novel by Samuel Butler.' 'The retailer has benefited from a shift in luxury spending away from big-ticket items such as handbags towards smaller indulgences. But much of its success is down to canny strategy.' 'Erewhon has been carefully cultivating a sense of exclusivity. Its membership programmewhich offers discounts and free smoothies for a fee of $200 per yearis a status symbol akin to joining a"  
[X Link](https://x.com/mastersinvest/status/2022081114781950298)  2026-02-12T22:51Z 27.7K followers, [----] engagements


"'Soul-searching financiers looking for a bullish case for software companies might find one by looking at their own industry. Traders mostly rely on a single piece of technology the Bloomberg terminal which has proved impervious to efforts by customers and competitors to create their own replacements.' @TheEconomist https://twitter.com/i/web/status/2022086363873689947 https://twitter.com/i/web/status/2022086363873689947"  
[X Link](https://x.com/mastersinvest/status/2022086363873689947)  2026-02-12T23:12Z 27.7K followers, [---] engagements


"'Code generation is estimated to be 20% of the work required to create distribute and maintain commercial software. AI enhancements have boosted the productivity of coding and development tools significantly allowing software development to become faster and easier just as low-code/no-code tools containerization etc. did previously. But what about the other 80% of the work Software is never a finished product; it is a hamster wheel of continuous development and refinement. Which is why we believe that traditional software companies will be among those with the most to gain from AI coding"  
[X Link](https://x.com/mastersinvest/status/2022092536840675642)  2026-02-12T23:36Z 27.7K followers, [----] engagements


"I am the boss. I shall be here on Monday morning and I shall be running the company in person.' - Bernard Arnault"  
[X Link](https://x.com/mastersinvest/status/1764474486945137058)  2024-03-04T02:14Z 27.7K followers, 50.3K engagements


"A&P was the largest food retailer in the US. They were a big promoter of private labels. It was a great American success story for a while and then a great American failure. Warren Buffett"  
[X Link](https://x.com/anyuser/status/1767098672062554144)  2024-03-11T08:02Z 27.7K followers, 43.2K engagements


"'Pershing Square Holdings investors have grown equity investment at a 16.5% pa over the last [--] years compared with a 10.0% return had they invested in the S&P [---] during the same period.' Latest from Ackman's Pershing Square Holdings Good Read. 👇 https://assets.pershingsquareholdings.com/2024/03/22201541/Pershing-Square-Holdings-Ltd.-2023-Annual-Report.pdf#page=9 https://assets.pershingsquareholdings.com/2024/03/22201541/Pershing-Square-Holdings-Ltd.-2023-Annual-Report.pdf#page=9"  
[X Link](https://x.com/mastersinvest/status/1772397078003499397)  2024-03-25T22:56Z 27.7K followers, 58.4K engagements


"Fourteen of my favorite quotes which I've tried to internalize from Daniel Kahneman: "Nothing is as important as we think it is while we are thinking about it." Declarations of high confidence mainly tell you that an individual has constructed a coherent story in his mind not necessarily that the story is true. If you choosetodelude yourselfbyaccepting extreme predictions however you will do well to remain aware of yourself-indulgence." The idea that the future is unpredictable is undermined everyday by the ease with which the past is explained. Were blind to our blindness. We have very"  
[X Link](https://x.com/mastersinvest/status/1773107045878902958)  2024-03-27T21:57Z 27.7K followers, 48.9K engagements


"Too many books. no time "  
[X Link](https://x.com/anyuser/status/1773307994450620606)  2024-03-28T11:15Z 27.7K followers, 20.7K engagements


"The best investors are not investors. They are entrepreneurs that never sold. - Nick Sleep"  
[X Link](https://x.com/mastersinvest/status/1777178336579715233)  2024-04-08T03:35Z 27.7K followers, 19.5K engagements


""Id be a bum on the street with a tin cup if the markets were always efficient. - Warren Buffett"  
[X Link](https://x.com/mastersinvest/status/1781802110327390280)  2024-04-20T21:48Z 27.7K followers, 29.8K engagements


"All Berkshire does is copy the right people. - Charlie Munger"  
[X Link](https://x.com/mastersinvest/status/1782269754562281781)  2024-04-22T04:46Z 27.7K followers, 23K engagements


"There's two things I always say: Unless you have a position all you have is an opinion. And the cumulative profits of our opinions are zero. - Ken Griffin"  
[X Link](https://x.com/mastersinvest/status/1782298569820782886)  2024-04-22T06:41Z 27.7K followers, 53K engagements


"A DCF is like the Hubble telescope - turn it a fraction of an inch and you're in a different galaxy. - Curtis Jensen"  
[X Link](https://x.com/mastersinvest/status/1782524902840443167)  2024-04-22T21:40Z 27.7K followers, 53.2K engagements


"Postcard - Omaha pilgrimage begins"  
[X Link](https://x.com/mastersinvest/status/1783699879350751264)  2024-04-26T03:29Z 27.7K followers, 30.4K engagements


""I don't build models anymore. It's just stupid. It doesn't make any sense." - Bill Miller Bill Miller on the value of simplicity: For every company there are a few key investment variables. The rest of the stuff is noise. Are things getting better or worse If theyre getting better then I want to understand whats going on. https://t.co/YKfneob3pi Bill Miller on the value of simplicity: For every company there are a few key investment variables. The rest of the stuff is noise. Are things getting better or worse If theyre getting better then I want to understand whats going on."  
[X Link](https://x.com/mastersinvest/status/1792692136187765016)  2024-05-20T23:01Z 27.7K followers, 52.5K engagements


"My sons bookshelf . a few new additions from Omaha/NYC My sons bookshelf . coming along nicely He just finished Sam Waltons book. https://t.co/JmPx3yIN3Y My sons bookshelf . coming along nicely He just finished Sam Waltons book. https://t.co/JmPx3yIN3Y"  
[X Link](https://x.com/mastersinvest/status/1793484130585661936)  2024-05-23T03:28Z 27.7K followers, 111.7K engagements


"The best investors are not investors. They are entrepreneurs that never sold. - Nick Sleep"  
[X Link](https://x.com/mastersinvest/status/1794865647316611352)  2024-05-26T22:58Z 27.7K followers, 25K engagements


"Should you find yourself in a chronically leaking boat energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks. - Warren Buffett"  
[X Link](https://x.com/mastersinvest/status/1800101430881288229)  2024-06-10T09:43Z 27.7K followers, 23K engagements


"From 'Fooled by Randomness'. The best tennis players ever only win just over 50% of points. Similarly the stock market's historical odds of being up on any given trading day are around 53% but that too is enough for massive gains when compounded over a long time frame. The best tennis players ever only win just over 50% of points. Similarly the stock market's historical odds of being up on any given trading day are around 53% but that too is enough for massive gains when compounded over a long time frame"  
[X Link](https://x.com/mastersinvest/status/1800765239916695621)  2024-06-12T05:41Z 27.7K followers, 102.5K engagements


"Six great books on Technology/Investing. 👇"  
[X Link](https://x.com/mastersinvest/status/1802504234455404977)  2024-06-17T00:51Z 27.7K followers, 87.1K engagements


"Fifteen people that profoundly influenced Charlie Munger's own approach to business investing and lifelong learning"  
[X Link](https://x.com/mastersinvest/status/1803319965254377869)  2024-06-19T06:52Z 27.7K followers, 53.3K engagements


"When a product sells too much we stop producing it says Herms CEO"  
[X Link](https://x.com/mastersinvest/status/1812804568335757762)  2024-07-15T11:01Z 27.7K followers, 42.8K engagements


"Reading chapters eight and chapters twenty of the Intelligent Investor is really all you need to do to get rich in the world. - Warren Buffett"  
[X Link](https://x.com/mastersinvest/status/1826532185287131494)  2024-08-22T08:09Z 27.7K followers, 12.3K engagements


"A person who is healthy is rich without knowing it. - Adalgisa Ferrari"  
[X Link](https://x.com/mastersinvest/status/1827244328449929568)  2024-08-24T07:19Z 27.7K followers, 29.5K engagements


""I think a life properly lived is just learn-learn-learn all the time." - Charlie Munger"  
[X Link](https://x.com/mastersinvest/status/1827621948047634581)  2024-08-25T08:20Z 27.7K followers, 15.6K engagements


"Happy Birthday Warren Honoured to share a birthday with the great man"  
[X Link](https://x.com/mastersinvest/status/1829451096286458106)  2024-08-30T09:28Z 27.7K followers, 66.1K engagements


"Not caring what other people think is a super power"  
[X Link](https://x.com/mastersinvest/status/1830747649903075579)  2024-09-02T23:20Z 27.7K followers, 58.1K engagements


"Enjoyed this. KKR learning from Buffett 'KKR's co-CEOS were learning from Berkshire Hathaway. 'When Scott and I joined KKR Berkshire's market cap was $40 billion' says Bae. 'Now it's $875 billion.' Adds Nuttall 'Buffett's at [--] and a half 13% yearly gains for [--] or [--] years that's how you get that' noting the success of such long-term Buffett holdings as American Express and BNSF. 'One of the things we learned: invest in great businesses; let them continue to compound so they pay you cash flow; and allocate that cash back to new investments. That's one of those insights from looking at what"  
[X Link](https://x.com/mastersinvest/status/1833763447609401434)  2024-09-11T07:04Z 27.7K followers, 60.6K engagements


"Eight excellent business books you may not have read. The Great A&P FedEx National Cash Register Publix Super Markets Bank of America IBM Endicott Johnson Les Schwab Tires What are yours"  
[X Link](https://x.com/mastersinvest/status/1835472007993217325)  2024-09-16T00:13Z 27.7K followers, 35.7K engagements


""All of us would be better investors if we just made fewer decisions." - Daniel Kahneman"  
[X Link](https://x.com/mastersinvest/status/1841245229686669682)  2024-10-01T22:34Z 27.7K followers, 23.3K engagements


"Fifty Great Business Books"  
[X Link](https://x.com/mastersinvest/status/1853370368544985320)  2024-11-04T09:35Z 27.7K followers, 94.3K engagements


""Where I got a lot of my education from was reading history.I'd go back and read about Edison Ford Rockefeller J.P. Morgan. The period between 1870-1920 is really interesting." - Marc Andreessen 👇"  
[X Link](https://x.com/mastersinvest/status/1858030265748304248)  2024-11-17T06:11Z 27.7K followers, 42.9K engagements


"2024 Reading . Top 10: Yellow Bold: Highly Recommended"  
[X Link](https://x.com/mastersinvest/status/1861202080347885860)  2024-11-26T00:15Z 27.7K followers, 115.7K engagements


"Buffetts advice to Xeroxs COO in [----] when the company was facing bankruptcy You're thinking the investors bankers and regulators are the people you need to survive. Put them aside and give priority to talking to your employees and your customers about what is wrong and what you have to do to fix it. #ideas_at_the_edge"  
[X Link](https://x.com/mastersinvest/status/1863171507108598258)  2024-12-01T10:41Z 27.7K followers, 26.7K engagements


"Apple. leaked memo on Berkshire selling . 😂😂😂😂"  
[X Link](https://x.com/anyuser/status/1866728963261005903)  2024-12-11T06:17Z 27.7K followers, 105.9K engagements


""Warren Buffett stressed to me over and over how much studying business history has helped him." - Alice Schroeder"  
[X Link](https://x.com/mastersinvest/status/1872535889844564080)  2024-12-27T06:52Z 27.7K followers, 21.9K engagements


""Berkshire has a substantial shareholder whose father accumulated the original position and when he died he left a very large estate practically all of which was in two securities Berkshire and one other outstanding company. A bank was co-trustee. And the bank trust officer said youve got to diversify this. And you know it was a very large estate. And the young man who was co-trustee with the bank said 'Well' he says 'you know if my father believed the way you do he might have been a trust officer in a bank instead of leaving this large estate.' And that young man holds the Berkshire to this"  
[X Link](https://x.com/mastersinvest/status/1892406177360990319)  2025-02-20T02:49Z 27.7K followers, 30.6K engagements


"I've never used a stop/loss in [--] years. I think it's the dumbest concept ever selling something because the price went down but I will sell at a loss immediately if the reason I own something has changed. - Stanley Druckenmiller Enjoying this"  
[X Link](https://x.com/anyuser/status/1901007250434761070)  2025-03-15T20:27Z 27.7K followers, 63.9K engagements


"2025 Reading"  
[X Link](https://x.com/mastersinvest/status/1901108599503630506)  2025-03-16T03:09Z 27.7K followers, 26.7K engagements


"Industrials"  
[X Link](https://x.com/mastersinvest/status/1903748616193184087)  2025-03-23T10:00Z 27.7K followers, 50.3K engagements


"The stock market is the only market where things go on sale and all the customers run out of the store. - Cullen Roche"  
[X Link](https://x.com/mastersinvest/status/1909139007508041833)  2025-04-07T06:59Z 27.7K followers, 28.2K engagements


"If I was on Wall Street Id probably be a lot poorer. You get overstimulated on Wall Street. You hear lots of things. You may shorten your focus and a short focus is not conducive to long profits. Here I can just focus on what businesses are worth. - Warren Buffett"  
[X Link](https://x.com/mastersinvest/status/1909581016475504762)  2025-04-08T12:16Z 27.7K followers, 47.7K engagements


"The Munger Series. Learn from Mungers heroes here: http://mastersinvest.com/mungerseries http://mastersinvest.com/mungerseries"  
[X Link](https://x.com/mastersinvest/status/1920538908703514882)  2025-05-08T17:58Z 27.7K followers, 23.7K engagements


"Founders at least the very best of them are unstoppable irrepressible forces of nature. - Mike Moritz"  
[X Link](https://x.com/anyuser/status/1922979598498672740)  2025-05-15T11:37Z 27.7K followers, 16.4K engagements


"There won't be another Buffett because no one will have his advantages. - Terry Smith https://www.fundsmith.co.uk/media/xo0n0fh5/mnl132_finalpdf.pdf https://www.fundsmith.co.uk/media/xo0n0fh5/mnl132_finalpdf.pdf"  
[X Link](https://x.com/anyuser/status/1924063747695608115)  2025-05-18T11:25Z 27.7K followers, 69.9K engagements


"'I am convinced that the capital cycle lens is one of Buffetts big mental models for the world.' - Omar Malik Hosking Partners Good read. Mentions: Buffett Apple BNSF Amex Disney Coke Japanese Trading Houses Coupang Altius Materials https://www.hoskingpartners.com/_files/ugd/e98db9_8b208ea3e508416da88bf60e5e618db9.pdf https://www.hoskingpartners.com/_files/ugd/e98db9_8b208ea3e508416da88bf60e5e618db9.pdf"  
[X Link](https://x.com/mastersinvest/status/1927960547418419402)  2025-05-29T05:29Z 27.7K followers, 28.2K engagements


"Tiger Cub - Philippe Laffont's Coatue's . 'Public Markets Update' 'It's too early to tell but it's surprising how bad sentiment is compared to economic hard data.' Good read. https://drive.google.com/file/d/14PtAXgnnkn38vcNlN3Vcf7naCX-m8Wal/viewpli=1 https://drive.google.com/file/d/14PtAXgnnkn38vcNlN3Vcf7naCX-m8Wal/viewpli=1"  
[X Link](https://x.com/mastersinvest/status/1929334671822950640)  2025-06-02T00:30Z 27.7K followers, 81.5K engagements


""Where I got a lot of my education from was reading history. I'd go back and read about Edison Ford Rockefeller J.P. Morgan. The period between 1870-1920 is really interesting." - Marc Andreessen [--] Great Books on Business Masters"  
[X Link](https://x.com/mastersinvest/status/1943306266216141103)  2025-07-10T13:48Z 27.7K followers, 23.8K engagements


"After [--] years of U.S. equity market leadership and persistent U.S. dollar strength we believe the sun is rising on international equities. New: ICICI Bank InPost MakeMyTrip Sea Ltd Sold: Tencent Music Bunzl Evolution Experian Novo Nordisk Mentions: MercadoLibre Tokyo Electron SAP AON Globant ICON Plc. - Polen International Q2 [----] Letter https://www.polencapital.com/sites/default/files/Polen_International-Growth_Commentary.PDF https://twitter.com/i/web/status/1945939950492602657 https://www.polencapital.com/sites/default/files/Polen_International-Growth_Commentary.PDF"  
[X Link](https://x.com/mastersinvest/status/1945939950492602657)  2025-07-17T20:13Z 27.7K followers, [----] engagements


"Giverny Capital - David Poppe Q2 [----] Letter 'Selling winners because theyve exceeded your price target generally does not work. The best companies tend to outperform expectations over time and when you own a business that does this the smarter strategy is to rethink your expectations rather than take profits.' Sold: M&T Bank Trimmed: Progressive Added: Kinsale Corp Fiserv"  
[X Link](https://x.com/mastersinvest/status/1947456917535920177)  2025-07-22T00:41Z 27.7K followers, 43.4K engagements


"Read everything about Warren Buffett. Read company histories. Ask: How did Coca-Cola become Coca-Cola How did Amazon do it How did Costco do it Youll learn patterns. - Nick Sleep"  
[X Link](https://x.com/mastersinvest/status/1953327741752758374)  2025-08-07T05:29Z 27.7K followers, 13.5K engagements


"2025 Reading . so far . BOLD = VERY GOOD"  
[X Link](https://x.com/mastersinvest/status/1958007490119176340)  2025-08-20T03:25Z 27.7K followers, 43.2K engagements


"Happy Birthday Warren A pleasure to share a birthday with you Happy Birthday Warren Honoured to share a birthday with the great man https://t.co/WHOrh1CuZA Happy Birthday Warren Honoured to share a birthday with the great man https://t.co/WHOrh1CuZA"  
[X Link](https://x.com/mastersinvest/status/1961690901824336032)  2025-08-30T07:22Z 27.7K followers, 52.7K engagements


"2025 Reading. so far BOLD = Recommended"  
[X Link](https://x.com/mastersinvest/status/1971077351976075567)  2025-09-25T05:00Z 27.7K followers, 35.1K engagements


"I encourage people to read about Bob Noyce and how he grew up in the cornfields in lowa tinkering with tractors and then brought that ethos to what ended up becoming semi-conductors. - Marc Andreessen"  
[X Link](https://x.com/mastersinvest/status/1982911330018640086)  2025-10-27T20:44Z 27.7K followers, 34.1K engagements


"'Wesfarmers primary objective is to provide a satisfactory return to shareholders and we have defined satisfactory as being in the top-quartile of companies on the ASX. We adopted that purpose statement when we listed on the ASX in [----] and its really pleasing to us and I know to our faithful long-term shareholders that we have achieved it over the [--] years since with Wesfarmers returns to shareholders exceeding those of all other companies on the share market at that time returns of about [--] per cent compound per annum.' - Michael Chaney Wesfarmers Chairman - [----] AGM"  
[X Link](https://x.com/mastersinvest/status/1983721500495757802)  2025-10-30T02:23Z 27.7K followers, [----] engagements


"Enjoyed this. 'Whether it's art or investing it always feels lonely before it feels legendary.' - Ian Cassel 'Art and Investing by Ian Cassel' https://www.youtube.com/watchv=eFNsNUzFQ4k https://www.youtube.com/watchv=eFNsNUzFQ4k"  
[X Link](https://x.com/mastersinvest/status/1983790873851916529)  2025-10-30T06:59Z 27.7K followers, 29.3K engagements


"'Quality is extremely difficult to find in small public companies.' I agree 100% 'Quality shines through over time and mediocrity reverts to the mean. Find a CEO + Business that has outperformed the S&P for [--] years or more and those are the outliers that deserve recognition and the label of 'quality'" Good read New Article Quality - The Most Overused Term in Investing Quality is a term that gets tossed around so frequently that many investors forget what it even means. Quality is extremely difficult to find in small public companies. https://t.co/oFlrme2MW8 New Article Quality - The Most"  
[X Link](https://x.com/mastersinvest/status/2001813727239401512)  2025-12-19T00:35Z 27.7K followers, 22K engagements


"'Pessimism is the worlds main economic problem. Gloomy expectations are starting to matter more than the data.' @TheEconomist 'A new poll by FGS Global a consultancy of [-----] voters and business leaders across America Britain Canada the European Union and Japan finds a bleak consensus: in all [--] countries majorities believe life will be harder for the next generation and that the system is rigged in favour of the rich.' 'In a Gallup International survey of nearly [-----] adults economic pessimists outnumber optimists by about two to one in Britain and Japan. In Germany the ratio is nearer"  
[X Link](https://x.com/mastersinvest/status/2010930942593089902)  2026-01-13T04:24Z 27.7K followers, [----] engagements


"Longevity of management is usually a characteristic that goes with a successful long-term investment and frequent change is usually reflected in a lack of continuity and/or more deep seated problems. Marathon Asset Management"  
[X Link](https://x.com/mastersinvest/status/1387623961245065216)  2021-04-29T04:25Z 27.7K followers, [--] engagements


"A mentor is somebody who wants you to succeed whether he succeeds or not. But you find most people are happy for you to succeed as long as it's with them. That's not a mentor. That's somebody who's helping you and that's fine. There's nothing wrong with it. A real mentor is somebody who wants you to do well and is trying to help you do well. That's hard. It's hard for all of us especially in this business because this is a zero-sum business. And if you're lucky enough to find somebody in this business who's doing that it's rare. - Marc Lasry Avenue Capital (Via Invest like the Best) #mentoring"  
[X Link](https://x.com/mastersinvest/status/1795373150697611489)  2024-05-28T08:34Z 27.7K followers, [----] engagements


"Cooper Investors Global Fund - June [----] Update Mentions: Scout [--] TKO Holdings B&M European Value Retail CDW Corporation. Write-Up: PrairieSky Royalty (PSK) https://cooperinvestors.quantreports.net/report/cooper-investors-global-equities-fund-unhedged-quarterly-report/utm_source=Dynamics%20365%20Customer%20Insights%20-%20Journeys&utm_medium=email&utm_term=N%2FA&utm_campaign=20250715%20Quarterly%20Commentary%20Report%20-%20Journey&utm_content=Quarterly%20Commentary%20Reports#msdynmkt_trackingcontext=cb62fa23-2975-456e-96cf-1e5ce92a0100"  
[X Link](https://x.com/mastersinvest/status/1944981979071455482)  2025-07-15T04:46Z 27.7K followers, [----] engagements


"The iron rule of life is everybody struggles . If you soldier through you can get through almost anything. And its your only option. You can cry alright but you cant quit. - Charlie Munger $NVDA CEO's advice to students: "resilience matters in success.I don't know how to teach it to you except for 'I hope suffering happens to you'.greatness comes from character & character.is formed out of people who suffered.I wish upon you ample doses of pain & https://t.co/TmWn0MZasJ $NVDA CEO's advice to students: "resilience matters in success.I don't know how to teach it to you except for 'I hope"  
[X Link](https://x.com/mastersinvest/status/1767332823600701871)  2024-03-11T23:32Z 27.7K followers, 84.9K engagements


"Abloh claimed as a mentor anyone he admired or who inspired him even if they'd never offered him a single word of advice. For him a mentor was simply an example a template for others. And by that definition Abloh in turn had countless mentees. - Robin Givhan"  
[X Link](https://x.com/mastersinvest/status/1961682753147343031)  2025-08-30T06:49Z 27.7K followers, 11.3K engagements


"By the time Abloh collaborated on The Ten (classic Nike shoes) the balance of power in the fashion equation had shifted. Consumers held significant sway. Social media connected and amplified the voices of outliers and activists as well as fans. Community replaced internships and apprenticeships and design degrees as the most valued asset. - Robin Givhan https://twitter.com/i/web/status/1963160787729699187 https://twitter.com/i/web/status/1963160787729699187"  
[X Link](https://x.com/mastersinvest/status/1963160787729699187)  2025-09-03T08:43Z 27.7K followers, [---] engagements


"The best performance is produced by a person not a committee. - Sir John Templeton"  
[X Link](https://x.com/mastersinvest/status/1982703075644379454)  2025-10-27T06:57Z 27.7K followers, 43.9K engagements


"'We believe the best macro analysis doesn't come from a macroeconomist but from the aggregation of the micro.' Polen Global Growth Q3 Discusses: MSCI SAP AON Alphabet Amazon Novo Nordisk Shopify Globant Paycom Software. New Position: Oracle https://www.polencapital.com/sites/default/files/Polen_Global-Growth_Commentary.pdf https://www.polencapital.com/sites/default/files/Polen_Global-Growth_Commentary.pdf"  
[X Link](https://x.com/mastersinvest/status/1847068914058178783)  2024-10-18T00:15Z 27.7K followers, [----] engagements


"'Our sole objective has always been to deliver mid-teens returns on the back of mid-teens earnings growth over time.' Polen Focus Growth Q3 Discusses: Nvidia Shopify ServiceNow AirBNB Tesla. Sold: Nike Salesforce Paycom Software. New: Apple Oracle. https://www.polencapital.com/sites/default/files/Polen_Focus-Growth_Commentary.PDF https://www.polencapital.com/sites/default/files/Polen_Focus-Growth_Commentary.PDF"  
[X Link](https://x.com/mastersinvest/status/1847073029769384015)  2024-10-18T00:31Z 27.7K followers, [----] engagements


"New: Willis Towers Watson Adyen Mercado Libre Added to: Aon Paycom Software Zoetis CoStar Group Globant Novo Nordisk Airbnb Oracle. Trimmed: ServiceNow Shopify Amazon Sage Group Alphabet"  
[X Link](https://x.com/mastersinvest/status/1915377829476237808)  2025-04-24T12:10Z 27.7K followers, [----] engagements

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