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[@F_Compounders](/creator/twitter/F_Compounders)
"Warren Buffett dunking on Beta and also explaining Margin of safety during his speech at Columbia University in 1984"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948697552913924507) 2025-07-25 10:51:16 UTC 70.9K followers, 3211 engagements


"In the earliest available Berkshire Hathaway shareholder letter Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1931260452350144719) 2025-06-07 08:02:27 UTC 70.9K followers, 4850 engagements


"Former Costco CEO Jim Sinegal These are the type of managers you want running your business"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948061592077385787) 2025-07-23 16:44:11 UTC 70.9K followers, 8478 engagements


"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949089526657257582) 2025-07-26 12:48:50 UTC 70.9K followers, 3489 engagements


"Why Shareholders Are Wild About Return On Invested Capital"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945523476372087285) 2025-07-16 16:38:37 UTC 70.9K followers, 3509 engagements


"An extract from one of the best investing books I've ever read. How did Costco and Brown Forman achieve the same shareholder returns while growing earnings at different rates"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1946653144752021948) 2025-07-19 19:27:31 UTC 70.9K followers, 22.6K engagements


"Here is an interview Michael Porter a professor at Harvard Business School did with Value Investor Insight"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949409431109743081) 2025-07-27 10:00:01 UTC 70.9K followers, 2794 engagements


"One of the best videos I have ever watched"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1929649222066057681) 2025-06-02 21:20:00 UTC 70.9K followers, 1.1M engagements


"High quality companies generates most of their value after the 5th year. So most of the intrinsic value lies in the distant future but the DCF model makes us focus on the first 2-5 years. High quality companies are more durable than X years Source:@Invesquotes"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948361972371652764) 2025-07-24 12:37:47 UTC 70.9K followers, 3424 engagements


"Great piece by Charlie Munger The Art of Soft Picking"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948285624043147426) 2025-07-24 07:34:24 UTC 70.9K followers, 12.1K engagements


"Carvanas comeback is pretty crazy The fact that Clifford Sosin held when the stock dropped -XX% is testament to his conviction and being a true contrarian"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1943010790551798156) 2025-07-09 18:14:06 UTC 70.9K followers, 4902 engagements


"Why I Never Invest In Bank Shares by Terry Smith"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1946920173870481911) 2025-07-20 13:08:36 UTC 70.9K followers, 22.3K engagements


"A piece on diversification Diversification decreases risk and solidifies a portfolio - but dont over do it Thoughts"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948743927210574157) 2025-07-25 13:55:32 UTC 70.9K followers, 9453 engagements


"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1929505014067744909) 2025-06-02 11:46:58 UTC 70.9K followers, 7317 engagements


"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1912560163153682802) 2025-04-16 17:34:11 UTC 70.9K followers, 13.3K engagements


"A Fool And His Money Are Soon Invited Everywhere"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945844698825814197) 2025-07-17 13:55:02 UTC 70.9K followers, 7342 engagements


"In 2014 Carl Icahn sent a letter to Apple Shareholders In the letter he calls Apple a no brainer investment and trys to persuade the board to increase their buyback package as the stock was significantly undervalued However he then sold in 2016"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1697118572714037448) 2023-08-31 05:26:13 UTC 70.9K followers, 46.6K engagements


"Long Term Investor vs Relentless- Pursuit Trader"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949132389789159617) 2025-07-26 15:39:09 UTC 70.9K followers, 12.2K engagements


"Im the long run sales growth is the key driver of Long Term Stock Performance Source : BCG Analysis and Morgan Stanley Research"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1947884537725239467) 2025-07-23 05:00:38 UTC 70.9K followers, 8470 engagements


"Allan Mecham is one great investor who flys under the radar. He started Arlington Value at the age of XX and has had returns of XX% CAGR. In this MOI interview he explains his investment philosophy and his AutoZone investment He however has shut down his fund"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945955331638690121) 2025-07-17 21:14:39 UTC 70.9K followers, 5026 engagements


"Michael Burrys investment strategy Source:@marketplunger1"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949164886866395600) 2025-07-26 17:48:17 UTC 70.9K followers, 21.1K engagements


"Buffett lists the stuff him and Charlie will never do at Berkshire"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1934185868245238117) 2025-06-15 09:47:01 UTC 70.9K followers, 43.8K engagements


"A Jeff Bezos interview Done in 2000 During the time were Amazon was getting criticized for not turning a profit"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948029123785613346) 2025-07-23 14:35:10 UTC 70.9K followers, 4648 engagements


"Ron Barrons Dec 2021 Quarterly report - During inflation Goodwill is the gift that keeps on giving - Chuck Mathewson of IGT -Buffett selling him on owning a Net Jets time share"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949122833256272025) 2025-07-26 15:01:11 UTC 70.9K followers, 2934 engagements


"Sam Walton states the major contributor to Walmarts success"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949105191606796426) 2025-07-26 13:51:04 UTC 70.9K followers, 3401 engagements


"Tom Gayner: Identifying Great Capital Allocators Here is a transcript of Tom Gayners 2014 Value Investor Conference presentation"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949401437311471716) 2025-07-27 09:28:15 UTC 70.9K followers, 2723 engagements


"Berkshire was offered the business in 1986 thus they were looking at the 1985 numbers . The could buy the whole business for $400million Found this on @MohnishPabrai YouTube channel . Make sure you subscribe"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1941001286549467437) 2025-07-04 05:09:03 UTC 70.9K followers, 3212 engagements


"The Key to Successful Investing by Giverny Capital Franois Rochon runs Giveryn Capital which has returned XXXX% annually since 1993"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949344430604931169) 2025-07-27 05:41:43 UTC 70.9K followers, 8993 engagements


"The single most important decision in evaluating a business is pricing power- W. Buffett In this presentation Josh Tarasoff explains the difference between : -Inflationary Pricing Power -Above Inflation Pricing Power And how he looks for above inflation pricing power"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948099527010922846) 2025-07-23 19:14:55 UTC 70.9K followers, 2764 engagements


"In the earliest available Berkshire Hathaway shareholder letter Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1938622271054045282) 2025-06-27 15:35:41 UTC 70.9K followers, 13.1K engagements


"Great analysis of Berkshire and its reasons for outstanding success Written by Charlie Munger"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948627155329712312) 2025-07-25 06:11:32 UTC 70.9K followers, 16.1K engagements


"Excellent write up by my friends at Grana Research Must read Willing to hear your thoughts Do you agree or disagree"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948075046355845362) 2025-07-23 17:37:39 UTC 70.9K followers, 5054 engagements


"David Einhorns Speech at the Value Investing Congress in 2006. He goes into and explains how to look at ROE( Return on Equity)"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945109500588970204) 2025-07-15 13:13:37 UTC 70.9K followers, 15.5K engagements


"The Importance of Integrity by Sam Walton the founder of Walmart"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945762635355488618) 2025-07-17 08:28:57 UTC 70.9K followers, 13.4K engagements


"The Story of Berkshire Hathaway By Michael J Mauboussin"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948118100123296173) 2025-07-23 20:28:44 UTC 70.9K followers, 2914 engagements


"Rule 1: The customer is always right Rule 2: If the customer happens to be wrong refer to Rule 1- Sam Walton"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949072530590830660) 2025-07-26 11:41:17 UTC 70.9K followers, 3109 engagements


"Warren Buffett on the most important quality for an investment manager"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948138768214454557) 2025-07-23 21:50:51 UTC 70.9K followers, 3675 engagements


"Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school A Berkshire shareholder then asks them how they would teach business valuation and this is what they said :"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948425462360740079) 2025-07-24 16:50:04 UTC 70.9K followers, 4179 engagements


"Optimism Has No Place In Accounting by Charlie Munger"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948440824619925808) 2025-07-24 17:51:07 UTC 70.9K followers, 10.2K engagements


"He has transformed a shipping company into a holding company similar to Berkshire Hathaway which aims to compound capital at a high rate over time. Atlas Corp was then acquired by Poseidon Acquisition Corp which is a private entity formed by affiliates of Fairfax Financial Holdings the Washington family Ocean Network Express (ONE) and David Sokol. So unfortunately it seems the only way to be exposed to David Sokol is through Fairfax Financial Holding which is run by Prem Wasta"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1911474245663682824) 2025-04-13 17:39:08 UTC 70.9K followers, 9352 engagements


"Warren Buffett invested $XXX million in PetroChina after only reading their annual report . No site visits and no calls to management. A shareholder then asks him if just reading an annual report is enough to make an investment Listen to his answer"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1940826387801428094) 2025-07-03 17:34:04 UTC 70.9K followers, 45.3K engagements


"Christopher Davis Recognize that historically period of low returns for stocks have been followed by periods of higher returns"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949142304427516229) 2025-07-26 16:18:33 UTC 70.9K followers, 4491 engagements


"Warren Buffett : I spend more time looking at balance sheets than I do income statements There are certain things that are harder to hide or play games with on the balance sheet"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948847217596571822) 2025-07-25 20:45:59 UTC 70.9K followers, 11.9K engagements


"Im sure you havent seen this . Here is an opinion piece by Charlie Munger on the stock market in 1984. Its a very good read"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948067411066011796) 2025-07-23 17:07:18 UTC 70.9K followers, 8361 engagements


"$NVR is earning high returns on capital and is actively returning cash to shareholders via buybacks. What more can you ask for"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948107913899184150) 2025-07-23 19:48:15 UTC 70.9K followers, 3347 engagements


"Bringing back Nick Sleeps Costco Analysis"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1945854386573652457) 2025-07-17 14:33:32 UTC 70.9K followers, 11.5K engagements


"Charlie Munger shreds the conventional wisdom on foundation investing"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948325456471568664) 2025-07-24 10:12:41 UTC 70.9K followers, 3098 engagements


"Warren Buffett and Charlie Mungers criteria for investments Source:The Great Investors ( )"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1949416978151530657) 2025-07-27 10:30:00 UTC 70.9K followers, 7943 engagements


"Free Cash Flow Investing : A value strategy"  
![@F_Compounders Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1468981136466616330.png) [@F_Compounders](/creator/x/F_Compounders) on [X](/post/tweet/1948045104129720429) 2025-07-23 15:38:40 UTC 70.9K followers, 20.3K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@F_Compounders "Warren Buffett dunking on Beta and also explaining Margin of safety during his speech at Columbia University in 1984"
@F_Compounders Avatar @F_Compounders on X 2025-07-25 10:51:16 UTC 70.9K followers, 3211 engagements

"In the earliest available Berkshire Hathaway shareholder letter Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance"
@F_Compounders Avatar @F_Compounders on X 2025-06-07 08:02:27 UTC 70.9K followers, 4850 engagements

"Former Costco CEO Jim Sinegal These are the type of managers you want running your business"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 16:44:11 UTC 70.9K followers, 8478 engagements

"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 12:48:50 UTC 70.9K followers, 3489 engagements

"Why Shareholders Are Wild About Return On Invested Capital"
@F_Compounders Avatar @F_Compounders on X 2025-07-16 16:38:37 UTC 70.9K followers, 3509 engagements

"An extract from one of the best investing books I've ever read. How did Costco and Brown Forman achieve the same shareholder returns while growing earnings at different rates"
@F_Compounders Avatar @F_Compounders on X 2025-07-19 19:27:31 UTC 70.9K followers, 22.6K engagements

"Here is an interview Michael Porter a professor at Harvard Business School did with Value Investor Insight"
@F_Compounders Avatar @F_Compounders on X 2025-07-27 10:00:01 UTC 70.9K followers, 2794 engagements

"One of the best videos I have ever watched"
@F_Compounders Avatar @F_Compounders on X 2025-06-02 21:20:00 UTC 70.9K followers, 1.1M engagements

"High quality companies generates most of their value after the 5th year. So most of the intrinsic value lies in the distant future but the DCF model makes us focus on the first 2-5 years. High quality companies are more durable than X years Source:@Invesquotes"
@F_Compounders Avatar @F_Compounders on X 2025-07-24 12:37:47 UTC 70.9K followers, 3424 engagements

"Great piece by Charlie Munger The Art of Soft Picking"
@F_Compounders Avatar @F_Compounders on X 2025-07-24 07:34:24 UTC 70.9K followers, 12.1K engagements

"Carvanas comeback is pretty crazy The fact that Clifford Sosin held when the stock dropped -XX% is testament to his conviction and being a true contrarian"
@F_Compounders Avatar @F_Compounders on X 2025-07-09 18:14:06 UTC 70.9K followers, 4902 engagements

"Why I Never Invest In Bank Shares by Terry Smith"
@F_Compounders Avatar @F_Compounders on X 2025-07-20 13:08:36 UTC 70.9K followers, 22.3K engagements

"A piece on diversification Diversification decreases risk and solidifies a portfolio - but dont over do it Thoughts"
@F_Compounders Avatar @F_Compounders on X 2025-07-25 13:55:32 UTC 70.9K followers, 9453 engagements

"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"
@F_Compounders Avatar @F_Compounders on X 2025-06-02 11:46:58 UTC 70.9K followers, 7317 engagements

"Dev Kantesarai runs Valley Forge Capital Management which has approx. $2bn AUM Here is an interview he did with Value Investor Insight in 2021. He also goes into his Fair Isaac( $FICO ) position"
@F_Compounders Avatar @F_Compounders on X 2025-04-16 17:34:11 UTC 70.9K followers, 13.3K engagements

"A Fool And His Money Are Soon Invited Everywhere"
@F_Compounders Avatar @F_Compounders on X 2025-07-17 13:55:02 UTC 70.9K followers, 7342 engagements

"In 2014 Carl Icahn sent a letter to Apple Shareholders In the letter he calls Apple a no brainer investment and trys to persuade the board to increase their buyback package as the stock was significantly undervalued However he then sold in 2016"
@F_Compounders Avatar @F_Compounders on X 2023-08-31 05:26:13 UTC 70.9K followers, 46.6K engagements

"Long Term Investor vs Relentless- Pursuit Trader"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 15:39:09 UTC 70.9K followers, 12.2K engagements

"Im the long run sales growth is the key driver of Long Term Stock Performance Source : BCG Analysis and Morgan Stanley Research"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 05:00:38 UTC 70.9K followers, 8470 engagements

"Allan Mecham is one great investor who flys under the radar. He started Arlington Value at the age of XX and has had returns of XX% CAGR. In this MOI interview he explains his investment philosophy and his AutoZone investment He however has shut down his fund"
@F_Compounders Avatar @F_Compounders on X 2025-07-17 21:14:39 UTC 70.9K followers, 5026 engagements

"Michael Burrys investment strategy Source:@marketplunger1"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 17:48:17 UTC 70.9K followers, 21.1K engagements

"Buffett lists the stuff him and Charlie will never do at Berkshire"
@F_Compounders Avatar @F_Compounders on X 2025-06-15 09:47:01 UTC 70.9K followers, 43.8K engagements

"A Jeff Bezos interview Done in 2000 During the time were Amazon was getting criticized for not turning a profit"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 14:35:10 UTC 70.9K followers, 4648 engagements

"Ron Barrons Dec 2021 Quarterly report - During inflation Goodwill is the gift that keeps on giving - Chuck Mathewson of IGT -Buffett selling him on owning a Net Jets time share"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 15:01:11 UTC 70.9K followers, 2934 engagements

"Sam Walton states the major contributor to Walmarts success"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 13:51:04 UTC 70.9K followers, 3401 engagements

"Tom Gayner: Identifying Great Capital Allocators Here is a transcript of Tom Gayners 2014 Value Investor Conference presentation"
@F_Compounders Avatar @F_Compounders on X 2025-07-27 09:28:15 UTC 70.9K followers, 2723 engagements

"Berkshire was offered the business in 1986 thus they were looking at the 1985 numbers . The could buy the whole business for $400million Found this on @MohnishPabrai YouTube channel . Make sure you subscribe"
@F_Compounders Avatar @F_Compounders on X 2025-07-04 05:09:03 UTC 70.9K followers, 3212 engagements

"The Key to Successful Investing by Giverny Capital Franois Rochon runs Giveryn Capital which has returned XXXX% annually since 1993"
@F_Compounders Avatar @F_Compounders on X 2025-07-27 05:41:43 UTC 70.9K followers, 8993 engagements

"The single most important decision in evaluating a business is pricing power- W. Buffett In this presentation Josh Tarasoff explains the difference between : -Inflationary Pricing Power -Above Inflation Pricing Power And how he looks for above inflation pricing power"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 19:14:55 UTC 70.9K followers, 2764 engagements

"In the earliest available Berkshire Hathaway shareholder letter Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance"
@F_Compounders Avatar @F_Compounders on X 2025-06-27 15:35:41 UTC 70.9K followers, 13.1K engagements

"Great analysis of Berkshire and its reasons for outstanding success Written by Charlie Munger"
@F_Compounders Avatar @F_Compounders on X 2025-07-25 06:11:32 UTC 70.9K followers, 16.1K engagements

"Excellent write up by my friends at Grana Research Must read Willing to hear your thoughts Do you agree or disagree"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 17:37:39 UTC 70.9K followers, 5054 engagements

"David Einhorns Speech at the Value Investing Congress in 2006. He goes into and explains how to look at ROE( Return on Equity)"
@F_Compounders Avatar @F_Compounders on X 2025-07-15 13:13:37 UTC 70.9K followers, 15.5K engagements

"The Importance of Integrity by Sam Walton the founder of Walmart"
@F_Compounders Avatar @F_Compounders on X 2025-07-17 08:28:57 UTC 70.9K followers, 13.4K engagements

"The Story of Berkshire Hathaway By Michael J Mauboussin"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 20:28:44 UTC 70.9K followers, 2914 engagements

"Rule 1: The customer is always right Rule 2: If the customer happens to be wrong refer to Rule 1- Sam Walton"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 11:41:17 UTC 70.9K followers, 3109 engagements

"Warren Buffett on the most important quality for an investment manager"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 21:50:51 UTC 70.9K followers, 3675 engagements

"Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school A Berkshire shareholder then asks them how they would teach business valuation and this is what they said :"
@F_Compounders Avatar @F_Compounders on X 2025-07-24 16:50:04 UTC 70.9K followers, 4179 engagements

"Optimism Has No Place In Accounting by Charlie Munger"
@F_Compounders Avatar @F_Compounders on X 2025-07-24 17:51:07 UTC 70.9K followers, 10.2K engagements

"He has transformed a shipping company into a holding company similar to Berkshire Hathaway which aims to compound capital at a high rate over time. Atlas Corp was then acquired by Poseidon Acquisition Corp which is a private entity formed by affiliates of Fairfax Financial Holdings the Washington family Ocean Network Express (ONE) and David Sokol. So unfortunately it seems the only way to be exposed to David Sokol is through Fairfax Financial Holding which is run by Prem Wasta"
@F_Compounders Avatar @F_Compounders on X 2025-04-13 17:39:08 UTC 70.9K followers, 9352 engagements

"Warren Buffett invested $XXX million in PetroChina after only reading their annual report . No site visits and no calls to management. A shareholder then asks him if just reading an annual report is enough to make an investment Listen to his answer"
@F_Compounders Avatar @F_Compounders on X 2025-07-03 17:34:04 UTC 70.9K followers, 45.3K engagements

"Christopher Davis Recognize that historically period of low returns for stocks have been followed by periods of higher returns"
@F_Compounders Avatar @F_Compounders on X 2025-07-26 16:18:33 UTC 70.9K followers, 4491 engagements

"Warren Buffett : I spend more time looking at balance sheets than I do income statements There are certain things that are harder to hide or play games with on the balance sheet"
@F_Compounders Avatar @F_Compounders on X 2025-07-25 20:45:59 UTC 70.9K followers, 11.9K engagements

"Im sure you havent seen this . Here is an opinion piece by Charlie Munger on the stock market in 1984. Its a very good read"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 17:07:18 UTC 70.9K followers, 8361 engagements

"$NVR is earning high returns on capital and is actively returning cash to shareholders via buybacks. What more can you ask for"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 19:48:15 UTC 70.9K followers, 3347 engagements

"Bringing back Nick Sleeps Costco Analysis"
@F_Compounders Avatar @F_Compounders on X 2025-07-17 14:33:32 UTC 70.9K followers, 11.5K engagements

"Charlie Munger shreds the conventional wisdom on foundation investing"
@F_Compounders Avatar @F_Compounders on X 2025-07-24 10:12:41 UTC 70.9K followers, 3098 engagements

"Warren Buffett and Charlie Mungers criteria for investments Source:The Great Investors ( )"
@F_Compounders Avatar @F_Compounders on X 2025-07-27 10:30:00 UTC 70.9K followers, 7943 engagements

"Free Cash Flow Investing : A value strategy"
@F_Compounders Avatar @F_Compounders on X 2025-07-23 15:38:40 UTC 70.9K followers, 20.3K engagements

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