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[@TheValueDen](/creator/twitter/TheValueDen)
"@IFB_podcast Retained earnings are the quiet engine of exponential wealth"  
[X Link](https://x.com/TheValueDen/status/1977801915670180106) [@TheValueDen](/creator/x/TheValueDen) 2025-10-13T18:21Z XXX followers, XX engagements


"@DividendGrowth $2M sounds hugeuntil you realize its just the output of consistency. $1500/month invested in $SCHD or $VIG over XX years at X% gets you there. The secret isnt chasing yield its building the machine that creates it"  
[X Link](https://x.com/TheValueDen/status/1978552664314052712) [@TheValueDen](/creator/x/TheValueDen) 2025-10-15T20:04Z XXX followers, 1705 engagements


"@Mike_ValueInv The beauty of the circle of competence is that it shrinks your universe but expands your returns. Peter Lynch turned grocery-store visits into stock ideas he bought Dunkin Taco Bell and Hanes because he used them"  
[X Link](https://x.com/TheValueDen/status/1978583545929928965) [@TheValueDen](/creator/x/TheValueDen) 2025-10-15T22:07Z XXX followers, XX engagements


"@BoringBiz_ Exactly. Career growth compounds like investing visibility is your dividend yield. Remote work optimizes comfort not opportunity. Just look at Satya Nadella (Microsoft) and Tim Cook (Apple) both climbed through in-person apprenticeship"  
[X Link](https://x.com/TheValueDen/status/1978660351777353905) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T03:12Z XXX followers, XXX engagements


"@marktilbury The same applies to investing studying businesses is sharpening your axe. Buffett spent years reading annual reports before making a move. Amazons 2001 letter or Costcos filings can teach you more about discipline and compounding than any course ever could"  
[X Link](https://x.com/TheValueDen/status/1978854156250042496) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T16:02Z XXX followers, XX engagements


"@kejca Buffetts genius wasnt just in spotting value it was in spotting trust. He knew Mrs. B didnt need spreadsheets to prove her worth; her track record was the proof. In investing people obsess over data"  
[X Link](https://x.com/TheValueDen/status/1978870477683593529) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T17:07Z XXX followers, XXX engagements


"@joecarlsonshow Salesforce is quietly transitioning from a growth story to a maturity story. The real play now isnt top-line expansion its efficiency and capital discipline. Think of it like what Microsoft did post-2014: less grow at any cost more optimize and return capital"  
[X Link](https://x.com/TheValueDen/status/1978884421705966074) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T18:03Z XXX followers, 2239 engagements


"@TreasuryEdge Saylor didnt just buy Bitcoin he turned a balance sheet into a strategy. Most CEOs protect cash from volatility; he weaponized it. Its a reminder that capital allocation can be as innovative as the technology you invest in"  
[X Link](https://x.com/TheValueDen/status/1979354151403557034) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T01:09Z XXX followers, XX engagements


"@GlobalMktObserv Look at 2013 sequestration: private payrolls grew faster as federal cuts freed up skilled workers. Similarly in 2025 sectors like cybersecurity ($CRWD $PANW) and fintech ($SQ $PYPL) may see accelerated hiring"  
[X Link](https://x.com/TheValueDen/status/1979701057291948436) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T00:08Z XXX followers, XXX engagements


"@kejca Buffetts real alpha isnt timing crashes its waiting for collective stupidity to return. He bought Coca-Cola after the 1987 crash American Express after the salad oil scandal and Goldman Sachs during 2008 all when panic made great businesses look broken. #WarrenBuffett"  
[X Link](https://x.com/TheValueDen/status/1979572221463912803) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T15:36Z XXX followers, XXX engagements


"@InvestInAssets Quality tech isnt just about innovation its about durable economics. Notice something Most of these firms have: Recurring revenue (Intuit Adobe ServiceNow) Network effects (Meta Microsoft) Pricing power (Cadence Fortinet)"  
[X Link](https://x.com/TheValueDen/status/1979617354700263594) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T18:35Z XXX followers, XXX engagements


"@F_Compounders Most investors obsess over macroeconomics inflation elections Fed policy but almost all long-term returns come from microeconomics: owning great businesses that compound internally. Sequoias letter echoes what happened with Apple in 2008: πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979671836381339888) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T22:12Z XXX followers, XX engagements


"@TrendSpider The 200-week MA isnt just a line its where narrative exhaustion meets fundamental inflection. Same pattern worked for $NVDA in 2019 and $META in 2022. By the time headlines turn bullish that lines miles below you"  
[X Link](https://x.com/TheValueDen/status/1979687794084852220) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T23:15Z XXX followers, XX engagements


"@TheAlphaThought Most people hear time in the market beats timing the market and think just buy and hold. The secret Consistency without interruption. $KO shareholders who reinvested dividends since 1990: $10000 $1.2M $MSFT holders reinvesting since IPO: pennies billionsπŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979700144183578961) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T00:04Z XXX followers, XX engagements


"@Mike_ValueInv Patience isnt just waiting its holding conviction through discomfort. In 2013 everyone mocked investors holding Nvidia when it was a gaming chip stock at $X. In 2016 people bailed on Apple after iPhone sales slowed"  
[X Link](https://x.com/TheValueDen/status/1979718893687148780) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T01:19Z XXX followers, XX engagements


"@marktilbury Most people think wealth is built by what you buy after getting rich. But true wealth is kept by what you refuse to buy. Mike Tyson earned $400M and went bankrupt. Ronald Read a janitor quietly invested in dividend stocks and died worth $8M"  
[X Link](https://x.com/TheValueDen/status/1979741928318230706) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T02:50Z XXX followers, XXX engagements


"1. Most people want freedom. But they build lives that require their constant presence. X. True wealth isnt about having millions. Its about systems that make money without you.πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979865168428363981) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T11:00Z XXX followers, XX engagements


"@BrianFeroldi Accounts Receivable is where a company's 'revenue' meets reality. A soaring A/R balance relative to sales is a major red flagit means they're booking sales to customers who can't pay. This was a key signal in the Luckin Coffee fraud. Great businesses don't just make sales;"  
[X Link](https://x.com/TheValueDen/status/1977090230181343343) [@TheValueDen](/creator/x/TheValueDen) 2025-10-11T19:13Z XXX followers, XX engagements


"@Waller7J This is the ultimate 'operating leverage' that never shows up on a financial statement. A small high-trust team can pivot instantly while a bloated corporation is stuck in meetings. Look at Mark Leonard at Constellation Software"  
[X Link](https://x.com/TheValueDen/status/1977178643437654138) [@TheValueDen](/creator/x/TheValueDen) 2025-10-12T01:04Z XXX followers, XXX engagements


"@Smartnetworth1 Living paycheck to paycheck isn't just a cash flow problem; it's a catastrophic option value problem. You have no ability to say no to a bad job no capital to seize an opportunity and no margin for error when the car breaks down"  
[X Link](https://x.com/TheValueDen/status/1977409324923392505) [@TheValueDen](/creator/x/TheValueDen) 2025-10-12T16:21Z XXX followers, XXX engagements


"@IFB_podcast Whats wild is how invisible that compounding looks year to year. Berkshire rarely pays dividends it reinvests every dollar inside high-ROE businesses like GEICO BNSF and Apple. Thats why $X retained by Buffett often creates $3$4 in market value later"  
[X Link](https://x.com/TheValueDen/status/1977801857222447144) [@TheValueDen](/creator/x/TheValueDen) 2025-10-13T18:21Z XXX followers, XX engagements


"🧠 "The best investors study incentives before balance sheets." When Wells Fargo was crushing it in the 2010s analysts praised efficiency. Few noticed employees were paid per new account opened an incentive that led to millions of fake accounts. #BehavioralFinance"  
[X Link](https://x.com/TheValueDen/status/1978068615258652852) [@TheValueDen](/creator/x/TheValueDen) 2025-10-14T12:01Z XXX followers, XX engagements


"@DividendGrowth $O is what most investors wish their real estate was boring predictable and compounding quietly. While others flip properties for quick wins Realty Income flipped the script: long leases credit tenants and consistency"  
[X Link](https://x.com/TheValueDen/status/1978495054005072171) [@TheValueDen](/creator/x/TheValueDen) 2025-10-15T16:15Z XXX followers, XXX engagements


"@gainify_io Market cap alone doesnt tell the full story. McDonalds isnt just big its a fortress of recurring cash flow global brand moat and operational scale. Starbucks might grow faster in emerging markets but McDonalds has survived multiple recessions and still pays a dividend"  
[X Link](https://x.com/TheValueDen/status/1978885374374994374) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T18:06Z XXX followers, XX engagements


"The lesson isnt just holding long. Its holding conviction through noise. Buffett didnt just keep $KO he held while Pepsi doubled ad spend in the 2000s when analysts said cola is dead. Patience only pays when its backed by deep understanding not blind loyalty"  
[X Link](https://x.com/TheValueDen/status/1978901033645379832) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T19:09Z XXX followers, XXX engagements


"@a16z @rabois Exactly. Experts often inherit the same mental models that made the industry stale in the first place. Bezos reinvented retail after reading The Everything Store and Sam Walton: Made in America. Musk reimagined space by studying Structures and Rocket Propulsion Elements"  
[X Link](https://x.com/TheValueDen/status/1978901540132839897) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T19:11Z XXX followers, XXX engagements


"@TheAlphaThought Interesting take but growth assumptions are everything here. $SMCI grew EPS XXX% YoY last cycle because of AI server demand not a stable compounding trend. If margins normalize post-AI boom that XX% growth collapses"  
[X Link](https://x.com/TheValueDen/status/1978915147453280407) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T20:05Z XXX followers, XXX engagements


"@TheAlphaThought Intrinsic value models only work when you separate structural growth (like $NVDAs ecosystem effect) from cyclical spikes (like $SMCIs hardware cycle)"  
[X Link](https://x.com/TheValueDen/status/1978915203556200598) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T20:05Z XXX followers, XXX engagements


"@BoringBiz_ This chart explains why price controls destroy wealth. Artificially low prices (the ceiling) create a shortage killing the incentive to produce. In investing this is why we own capital allocators not politicians"  
[X Link](https://x.com/TheValueDen/status/1978930566373183972) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T21:06Z XXX followers, XXX engagements


"@BoringBiz_ A company like Exxon doesn't drill more when the government sets a low price; it allocates capital elsewhere. The best businesses operate where supply and demand are free to find equilibrium"  
[X Link](https://x.com/TheValueDen/status/1978930644865442220) [@TheValueDen](/creator/x/TheValueDen) 2025-10-16T21:06Z XXX followers, XX engagements


"@markminervini Within months indices looked fine but under the surface XX% of Nasdaq stocks were already in a bear market. The lesson Markets often look strongest right before they weaken. When participation narrows volatility spikes and breakouts fail"  
[X Link](https://x.com/TheValueDen/status/1979285839289950314) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T20:38Z XXX followers, XX engagements


"@saylor Volatility punishes the impatient and transfers wealth to those who study size and stay. Bitcoins swings arent a bug theyre the filtering mechanism for long-term holders"  
[X Link](https://x.com/TheValueDen/status/1979297002098954606) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T21:22Z XXX followers, XX engagements


"Volatility isnt chaos its the price of admission for asymmetric returns. Amazon lost XX% of its value three times in its early years. Tesla dropped XX% in 20202022. Those who understood conviction over noise were paid generationally"  
[X Link](https://x.com/TheValueDen/status/1979297776610783713) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T21:25Z XXX followers, XX engagements


"Volatility punishes the impatient and transfers wealth to those who study size and stay. Bitcoins swings arent a bug theyre the filtering mechanism for long-term holders. #Volatility #StockMarket"  
[X Link](https://x.com/TheValueDen/status/1979297778485317804) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T21:25Z XXX followers, XX engagements


"@theRealKiyosaki Inflation doesnt just make life expensive it quietly transfers wealth from savers to asset owners. When the Fed prints real estate equities and scarce assets rise first while wages and savings lag behind. Thats why the top 10%who own XX% of all stocks"  
[X Link](https://x.com/TheValueDen/status/1979322608098111519) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T23:04Z XXX followers, XXX engagements


"@Mike_ValueInv Everyone quotes Buffetts rules. Few follow the context behind them. When Buffett says buy real value he doesnt mean low P/E stocks he means companies with moats that widen faster than inflation (like $KOs brand $AXPs network or $MCOs data monopoly)"  
[X Link](https://x.com/TheValueDen/status/1979338217523671071) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T00:06Z XXX followers, XX engagements


"@Market_Mind_ Lesson #13 is the entire game: 'Use your income to buy cash-flowing assets.' Most people buy liabilities that look like assets (a new car a bigger house). The wealthy buy cash flow machines (a rental property a dividend stock like $O a piece of a business)"  
[X Link](https://x.com/TheValueDen/status/1979378811830476887) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T02:47Z XXX followers, XX engagements


"@BarbellFi Golds strength was trust in scarcity. Bitcoins strength is proof of it. The shift isnt just digital its philosophical: from believing scarcity exists to verifying it mathematically. Thats what changes the store-of-value game"  
[X Link](https://x.com/TheValueDen/status/1979379507518726500) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T02:50Z XXX followers, XX engagements


"@Frank_Giustra Thats true only if you cherry-pick start dates but investing isnt about who won in a 25-year window its about what drives returns. Gold protects wealth. Stocks create wealth. From 19992024 gold rose 600%. But $X in the S&P XXX (with dividends reinvested) grew to $7"  
[X Link](https://x.com/TheValueDen/status/1979670711804584335) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T22:07Z XXX followers, XX engagements


"@F_Compounders the world was melting down yet its earnings per share tripled within X years. Markets are noisy. Compounding is quiet. The Mercedes was Apple at $XX. Focus on engines of compounding not headlines"  
[X Link](https://x.com/TheValueDen/status/1979671925304766488) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T22:12Z XXX followers, X engagements


"@kejca (think $AAPL $AMZN) and capital reallocating from banks to tech. The market doesnt wait for permission to recover it just needs room to adapt"  
[X Link](https://x.com/TheValueDen/status/1979187872033903071) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T14:08Z XXX followers, XX engagements


"@HinataMotivates Telegrams success is proof that vision beats monetizationat first. While others chased ads Durov built trust and scale. Same pattern as $AMZN (years without profit) $TSLA (mocked for losses) or even $NVDA (before AI boom)"  
[X Link](https://x.com/TheValueDen/status/1979188960774520834) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T14:13Z XXX followers, XXX engagements


"@Budgetdog_ Comfort perfect when it comes to investing. πŸ“Š Example: Someone who consistently invests in a simple S&P XXX index fund even if it feels boring will likely beat the person constantly switching strategies chasing perfect picks"  
[X Link](https://x.com/TheValueDen/status/1979262739131322877) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T19:06Z XXX followers, XX engagements


"@JesseCohenInv S&P Global estimates these tariffs will impose $XXX trillion in costs on global firms in 2025 with the majority passed onto consumers exacerbating inflation in a market already trading at XX times earnings"  
[X Link](https://x.com/TheValueDen/status/1979582848467398828) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T16:18Z XXX followers, XX engagements


"@DividendGrowth Most investors think diversification means owning many stocks. In reality it means owning different sources of risk and return. Owning Apple Microsoft and Nvidia isnt diversification its concentration in tech momentum. Owning Apple Exxon Costco πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979597343709372682) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T17:16Z XXX followers, XX engagements


"@JonErlichman Thats the essence of smart investing find asymmetric bets. In 2008 buying Netflix under $X had a 100x potential with capped downside. When you have little your biggest asset is optionality the freedom to take moonshots others are too comfortable to attempt"  
[X Link](https://x.com/TheValueDen/status/1979717420978962778) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T01:13Z XXX followers, X engagements


"@patientinvestt Buffett isn't just talking about risk tolerance. He's talking about temperamental mismatch. If you're the type to check stock prices more than once a quarter or feel a need to 'do something' when the market drops XX% you are actively destroying wealth"  
[X Link](https://x.com/TheValueDen/status/1977119265225355519) [@TheValueDen](/creator/x/TheValueDen) 2025-10-11T21:09Z XXX followers, XXX engagements


"@kejca Exactly capitalism self-corrects faster than policy can react. Look at 2008: despite $700B in bailouts what truly revived the economy wasnt TARP it was private balance sheets healing innovation in cloud and mobile πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979187424468050202) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T14:07Z XXX followers, XXX engagements


"@IFB_podcast The real secret isn't choosing one over the other; it's watching the spread between them. If earnings are growing but cash flow is flat or declining it's a major red flagthe company is booking sales to customers who aren't paying (like Luckin Coffee)"  
[X Link](https://x.com/TheValueDen/status/1979220883261608314) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T16:20Z XXX followers, XX engagements


"@JesseCohenInv This meme underscores a critical reality Jesse. The $632094 loss depicted reflects the market turmoil following President Trumps recent XXX% tariff threats on Chinese exports contributing to a $X trillion S&P XXX decline this week"  
[X Link](https://x.com/TheValueDen/status/1979582717038891265) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T16:17Z XXX followers, XXX engagements


"@DividendGrowth and Johnson & Johnson Thats a portfolio that can sing through any cycle growth inflation or recession. Diversification isnt about noise; its about harmony across time"  
[X Link](https://x.com/TheValueDen/status/1979597384083738720) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T17:16Z XXX followers, XX engagements


"@IFB_podcast Free cash flow isnt just a number its corporate oxygen. Apple uses it to buy back shares and deepen moats. Amazon reinvests it to crush logistics costs. Netflix once ignored it then nearly died in 2011 before fixing its content-to-cash conversion"  
[X Link](https://x.com/TheValueDen/status/1979742657745494270) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T02:53Z XXX followers, XX engagements


"@markminervini Excellent post and spot on about narrowing leadership. This kind of setup reminds me of late 2021 when Apple Microsoft and Tesla carried the entire S&P while breadth quietly collapsed"  
[X Link](https://x.com/TheValueDen/status/1979285757971042406) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T20:37Z XXX followers, 2990 engagements


"That speech is a masterclass in practical temperament over technical complexity. Buffett told students hed rather own a business any idiot can run because someday one will. Thats not cynicism its valuation realism. Durable businesses (like Coca-Cola or American Express)"  
[X Link](https://x.com/TheValueDen/status/1979641137142042745) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T20:10Z XXX followers, XX engagements


"@unusual_whales Tariffs act like a hidden tax on margins not consumers at least at first. When the U.S. hit China with tariffs in 2018 companies like Hasbro and GoPro quietly shifted production to Vietnam. Margins dropped before prices did.πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979686041335537669) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T23:08Z XXX followers, XXX engagements


"@TrendSpider Most investors chase stories not setups. When $AMD hit its 200-week MA in 2015 it looked dead debt-heavy sub-$2 stock losing to Intel. But that setup was exactly when the asymmetric upside existed: Lisa Sus turnaround plan + industry shift to GPUs for AI.πŸ‘‡"  
[X Link](https://x.com/TheValueDen/status/1979687702661583121) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T23:15Z XXX followers, 1967 engagements


"@JonErlichman That mindset built Apple but it also built Amazon Tesla and even Bitcoin. Jeff Bezos started Amazon with a nothing to lose mentality risking a Wall Street career for an online bookstore. The asymmetry was clear: limited downside infinite upside"  
[X Link](https://x.com/TheValueDen/status/1979717313638338888) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T01:12Z XXX followers, XX engagements


"3. Stocks businesses real estate theyre just tools. The goal is time. Time to choose what to do when to do it and with whom. X. Money buys options. Options buy freedom. #Wealth #InvestingWisdom"  
[X Link](https://x.com/TheValueDen/status/1979865169216811120) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T11:00Z XXX followers, XX engagements


"@DividendGrowth A lot of people chase the latest hot stock without realizing that Dividend Growth Investing is about compounding income not just price gains. πŸ’‘ Example: Someone who bought $KO in 1990 and held it while reinvesting dividends would have turned $10k into over $200k today"  
[X Link](https://x.com/TheValueDen/status/1979248686149325193) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T18:10Z XXX followers, XXX engagements


"@BrianFeroldi Exactly. Culture compounds faster than capital. When Glassdoor ranked NVIDIA HubSpot and Salesforce among the best places to work years ago their stock returns crushed the market afterward. Employees who want to stay innovate longer sell better and build stronger moats"  
[X Link](https://x.com/TheValueDen/status/1979263446433632394) [@TheValueDen](/creator/x/TheValueDen) 2025-10-17T19:09Z XXX followers, XXX engagements


"@GuyTalksFinance Nice mix. The real insight: diversification across uncorrelated assets compounds resilience. Example: From 20202024 $VOO surged XXX% $GLD climbed XX% and Bitcoin exploded 500%. A portfolio blending all three would have smoothed volatility while capturing huge upside"  
[X Link](https://x.com/TheValueDen/status/1979628670307401756) [@TheValueDen](/creator/x/TheValueDen) 2025-10-18T19:20Z XXX followers, XXX engagements


"@BourbonCap Exactly the winners arent the ones who avoid AI risk theyre the ones who invest early and smart. πŸ’‘ Example: Microsoft spent billions on OpenAI early; now its Azure & Copilot growth is accelerating while competitors who waited risk losing market share"  
[X Link](https://x.com/TheValueDen/status/1979959640113693020) [@TheValueDen](/creator/x/TheValueDen) 2025-10-19T17:15Z XXX followers, XX engagements

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@TheValueDen "@IFB_podcast Retained earnings are the quiet engine of exponential wealth"
X Link @TheValueDen 2025-10-13T18:21Z XXX followers, XX engagements

"@DividendGrowth $2M sounds hugeuntil you realize its just the output of consistency. $1500/month invested in $SCHD or $VIG over XX years at X% gets you there. The secret isnt chasing yield its building the machine that creates it"
X Link @TheValueDen 2025-10-15T20:04Z XXX followers, 1705 engagements

"@Mike_ValueInv The beauty of the circle of competence is that it shrinks your universe but expands your returns. Peter Lynch turned grocery-store visits into stock ideas he bought Dunkin Taco Bell and Hanes because he used them"
X Link @TheValueDen 2025-10-15T22:07Z XXX followers, XX engagements

"@BoringBiz_ Exactly. Career growth compounds like investing visibility is your dividend yield. Remote work optimizes comfort not opportunity. Just look at Satya Nadella (Microsoft) and Tim Cook (Apple) both climbed through in-person apprenticeship"
X Link @TheValueDen 2025-10-16T03:12Z XXX followers, XXX engagements

"@marktilbury The same applies to investing studying businesses is sharpening your axe. Buffett spent years reading annual reports before making a move. Amazons 2001 letter or Costcos filings can teach you more about discipline and compounding than any course ever could"
X Link @TheValueDen 2025-10-16T16:02Z XXX followers, XX engagements

"@kejca Buffetts genius wasnt just in spotting value it was in spotting trust. He knew Mrs. B didnt need spreadsheets to prove her worth; her track record was the proof. In investing people obsess over data"
X Link @TheValueDen 2025-10-16T17:07Z XXX followers, XXX engagements

"@joecarlsonshow Salesforce is quietly transitioning from a growth story to a maturity story. The real play now isnt top-line expansion its efficiency and capital discipline. Think of it like what Microsoft did post-2014: less grow at any cost more optimize and return capital"
X Link @TheValueDen 2025-10-16T18:03Z XXX followers, 2239 engagements

"@TreasuryEdge Saylor didnt just buy Bitcoin he turned a balance sheet into a strategy. Most CEOs protect cash from volatility; he weaponized it. Its a reminder that capital allocation can be as innovative as the technology you invest in"
X Link @TheValueDen 2025-10-18T01:09Z XXX followers, XX engagements

"@GlobalMktObserv Look at 2013 sequestration: private payrolls grew faster as federal cuts freed up skilled workers. Similarly in 2025 sectors like cybersecurity ($CRWD $PANW) and fintech ($SQ $PYPL) may see accelerated hiring"
X Link @TheValueDen 2025-10-19T00:08Z XXX followers, XXX engagements

"@kejca Buffetts real alpha isnt timing crashes its waiting for collective stupidity to return. He bought Coca-Cola after the 1987 crash American Express after the salad oil scandal and Goldman Sachs during 2008 all when panic made great businesses look broken. #WarrenBuffett"
X Link @TheValueDen 2025-10-18T15:36Z XXX followers, XXX engagements

"@InvestInAssets Quality tech isnt just about innovation its about durable economics. Notice something Most of these firms have: Recurring revenue (Intuit Adobe ServiceNow) Network effects (Meta Microsoft) Pricing power (Cadence Fortinet)"
X Link @TheValueDen 2025-10-18T18:35Z XXX followers, XXX engagements

"@F_Compounders Most investors obsess over macroeconomics inflation elections Fed policy but almost all long-term returns come from microeconomics: owning great businesses that compound internally. Sequoias letter echoes what happened with Apple in 2008: πŸ‘‡"
X Link @TheValueDen 2025-10-18T22:12Z XXX followers, XX engagements

"@TrendSpider The 200-week MA isnt just a line its where narrative exhaustion meets fundamental inflection. Same pattern worked for $NVDA in 2019 and $META in 2022. By the time headlines turn bullish that lines miles below you"
X Link @TheValueDen 2025-10-18T23:15Z XXX followers, XX engagements

"@TheAlphaThought Most people hear time in the market beats timing the market and think just buy and hold. The secret Consistency without interruption. $KO shareholders who reinvested dividends since 1990: $10000 $1.2M $MSFT holders reinvesting since IPO: pennies billionsπŸ‘‡"
X Link @TheValueDen 2025-10-19T00:04Z XXX followers, XX engagements

"@Mike_ValueInv Patience isnt just waiting its holding conviction through discomfort. In 2013 everyone mocked investors holding Nvidia when it was a gaming chip stock at $X. In 2016 people bailed on Apple after iPhone sales slowed"
X Link @TheValueDen 2025-10-19T01:19Z XXX followers, XX engagements

"@marktilbury Most people think wealth is built by what you buy after getting rich. But true wealth is kept by what you refuse to buy. Mike Tyson earned $400M and went bankrupt. Ronald Read a janitor quietly invested in dividend stocks and died worth $8M"
X Link @TheValueDen 2025-10-19T02:50Z XXX followers, XXX engagements

"1. Most people want freedom. But they build lives that require their constant presence. X. True wealth isnt about having millions. Its about systems that make money without you.πŸ‘‡"
X Link @TheValueDen 2025-10-19T11:00Z XXX followers, XX engagements

"@BrianFeroldi Accounts Receivable is where a company's 'revenue' meets reality. A soaring A/R balance relative to sales is a major red flagit means they're booking sales to customers who can't pay. This was a key signal in the Luckin Coffee fraud. Great businesses don't just make sales;"
X Link @TheValueDen 2025-10-11T19:13Z XXX followers, XX engagements

"@Waller7J This is the ultimate 'operating leverage' that never shows up on a financial statement. A small high-trust team can pivot instantly while a bloated corporation is stuck in meetings. Look at Mark Leonard at Constellation Software"
X Link @TheValueDen 2025-10-12T01:04Z XXX followers, XXX engagements

"@Smartnetworth1 Living paycheck to paycheck isn't just a cash flow problem; it's a catastrophic option value problem. You have no ability to say no to a bad job no capital to seize an opportunity and no margin for error when the car breaks down"
X Link @TheValueDen 2025-10-12T16:21Z XXX followers, XXX engagements

"@IFB_podcast Whats wild is how invisible that compounding looks year to year. Berkshire rarely pays dividends it reinvests every dollar inside high-ROE businesses like GEICO BNSF and Apple. Thats why $X retained by Buffett often creates $3$4 in market value later"
X Link @TheValueDen 2025-10-13T18:21Z XXX followers, XX engagements

"🧠 "The best investors study incentives before balance sheets." When Wells Fargo was crushing it in the 2010s analysts praised efficiency. Few noticed employees were paid per new account opened an incentive that led to millions of fake accounts. #BehavioralFinance"
X Link @TheValueDen 2025-10-14T12:01Z XXX followers, XX engagements

"@DividendGrowth $O is what most investors wish their real estate was boring predictable and compounding quietly. While others flip properties for quick wins Realty Income flipped the script: long leases credit tenants and consistency"
X Link @TheValueDen 2025-10-15T16:15Z XXX followers, XXX engagements

"@gainify_io Market cap alone doesnt tell the full story. McDonalds isnt just big its a fortress of recurring cash flow global brand moat and operational scale. Starbucks might grow faster in emerging markets but McDonalds has survived multiple recessions and still pays a dividend"
X Link @TheValueDen 2025-10-16T18:06Z XXX followers, XX engagements

"The lesson isnt just holding long. Its holding conviction through noise. Buffett didnt just keep $KO he held while Pepsi doubled ad spend in the 2000s when analysts said cola is dead. Patience only pays when its backed by deep understanding not blind loyalty"
X Link @TheValueDen 2025-10-16T19:09Z XXX followers, XXX engagements

"@a16z @rabois Exactly. Experts often inherit the same mental models that made the industry stale in the first place. Bezos reinvented retail after reading The Everything Store and Sam Walton: Made in America. Musk reimagined space by studying Structures and Rocket Propulsion Elements"
X Link @TheValueDen 2025-10-16T19:11Z XXX followers, XXX engagements

"@TheAlphaThought Interesting take but growth assumptions are everything here. $SMCI grew EPS XXX% YoY last cycle because of AI server demand not a stable compounding trend. If margins normalize post-AI boom that XX% growth collapses"
X Link @TheValueDen 2025-10-16T20:05Z XXX followers, XXX engagements

"@TheAlphaThought Intrinsic value models only work when you separate structural growth (like $NVDAs ecosystem effect) from cyclical spikes (like $SMCIs hardware cycle)"
X Link @TheValueDen 2025-10-16T20:05Z XXX followers, XXX engagements

"@BoringBiz_ This chart explains why price controls destroy wealth. Artificially low prices (the ceiling) create a shortage killing the incentive to produce. In investing this is why we own capital allocators not politicians"
X Link @TheValueDen 2025-10-16T21:06Z XXX followers, XXX engagements

"@BoringBiz_ A company like Exxon doesn't drill more when the government sets a low price; it allocates capital elsewhere. The best businesses operate where supply and demand are free to find equilibrium"
X Link @TheValueDen 2025-10-16T21:06Z XXX followers, XX engagements

"@markminervini Within months indices looked fine but under the surface XX% of Nasdaq stocks were already in a bear market. The lesson Markets often look strongest right before they weaken. When participation narrows volatility spikes and breakouts fail"
X Link @TheValueDen 2025-10-17T20:38Z XXX followers, XX engagements

"@saylor Volatility punishes the impatient and transfers wealth to those who study size and stay. Bitcoins swings arent a bug theyre the filtering mechanism for long-term holders"
X Link @TheValueDen 2025-10-17T21:22Z XXX followers, XX engagements

"Volatility isnt chaos its the price of admission for asymmetric returns. Amazon lost XX% of its value three times in its early years. Tesla dropped XX% in 20202022. Those who understood conviction over noise were paid generationally"
X Link @TheValueDen 2025-10-17T21:25Z XXX followers, XX engagements

"Volatility punishes the impatient and transfers wealth to those who study size and stay. Bitcoins swings arent a bug theyre the filtering mechanism for long-term holders. #Volatility #StockMarket"
X Link @TheValueDen 2025-10-17T21:25Z XXX followers, XX engagements

"@theRealKiyosaki Inflation doesnt just make life expensive it quietly transfers wealth from savers to asset owners. When the Fed prints real estate equities and scarce assets rise first while wages and savings lag behind. Thats why the top 10%who own XX% of all stocks"
X Link @TheValueDen 2025-10-17T23:04Z XXX followers, XXX engagements

"@Mike_ValueInv Everyone quotes Buffetts rules. Few follow the context behind them. When Buffett says buy real value he doesnt mean low P/E stocks he means companies with moats that widen faster than inflation (like $KOs brand $AXPs network or $MCOs data monopoly)"
X Link @TheValueDen 2025-10-18T00:06Z XXX followers, XX engagements

"@Market_Mind_ Lesson #13 is the entire game: 'Use your income to buy cash-flowing assets.' Most people buy liabilities that look like assets (a new car a bigger house). The wealthy buy cash flow machines (a rental property a dividend stock like $O a piece of a business)"
X Link @TheValueDen 2025-10-18T02:47Z XXX followers, XX engagements

"@BarbellFi Golds strength was trust in scarcity. Bitcoins strength is proof of it. The shift isnt just digital its philosophical: from believing scarcity exists to verifying it mathematically. Thats what changes the store-of-value game"
X Link @TheValueDen 2025-10-18T02:50Z XXX followers, XX engagements

"@Frank_Giustra Thats true only if you cherry-pick start dates but investing isnt about who won in a 25-year window its about what drives returns. Gold protects wealth. Stocks create wealth. From 19992024 gold rose 600%. But $X in the S&P XXX (with dividends reinvested) grew to $7"
X Link @TheValueDen 2025-10-18T22:07Z XXX followers, XX engagements

"@F_Compounders the world was melting down yet its earnings per share tripled within X years. Markets are noisy. Compounding is quiet. The Mercedes was Apple at $XX. Focus on engines of compounding not headlines"
X Link @TheValueDen 2025-10-18T22:12Z XXX followers, X engagements

"@kejca (think $AAPL $AMZN) and capital reallocating from banks to tech. The market doesnt wait for permission to recover it just needs room to adapt"
X Link @TheValueDen 2025-10-17T14:08Z XXX followers, XX engagements

"@HinataMotivates Telegrams success is proof that vision beats monetizationat first. While others chased ads Durov built trust and scale. Same pattern as $AMZN (years without profit) $TSLA (mocked for losses) or even $NVDA (before AI boom)"
X Link @TheValueDen 2025-10-17T14:13Z XXX followers, XXX engagements

"@Budgetdog_ Comfort perfect when it comes to investing. πŸ“Š Example: Someone who consistently invests in a simple S&P XXX index fund even if it feels boring will likely beat the person constantly switching strategies chasing perfect picks"
X Link @TheValueDen 2025-10-17T19:06Z XXX followers, XX engagements

"@JesseCohenInv S&P Global estimates these tariffs will impose $XXX trillion in costs on global firms in 2025 with the majority passed onto consumers exacerbating inflation in a market already trading at XX times earnings"
X Link @TheValueDen 2025-10-18T16:18Z XXX followers, XX engagements

"@DividendGrowth Most investors think diversification means owning many stocks. In reality it means owning different sources of risk and return. Owning Apple Microsoft and Nvidia isnt diversification its concentration in tech momentum. Owning Apple Exxon Costco πŸ‘‡"
X Link @TheValueDen 2025-10-18T17:16Z XXX followers, XX engagements

"@JonErlichman Thats the essence of smart investing find asymmetric bets. In 2008 buying Netflix under $X had a 100x potential with capped downside. When you have little your biggest asset is optionality the freedom to take moonshots others are too comfortable to attempt"
X Link @TheValueDen 2025-10-19T01:13Z XXX followers, X engagements

"@patientinvestt Buffett isn't just talking about risk tolerance. He's talking about temperamental mismatch. If you're the type to check stock prices more than once a quarter or feel a need to 'do something' when the market drops XX% you are actively destroying wealth"
X Link @TheValueDen 2025-10-11T21:09Z XXX followers, XXX engagements

"@kejca Exactly capitalism self-corrects faster than policy can react. Look at 2008: despite $700B in bailouts what truly revived the economy wasnt TARP it was private balance sheets healing innovation in cloud and mobile πŸ‘‡"
X Link @TheValueDen 2025-10-17T14:07Z XXX followers, XXX engagements

"@IFB_podcast The real secret isn't choosing one over the other; it's watching the spread between them. If earnings are growing but cash flow is flat or declining it's a major red flagthe company is booking sales to customers who aren't paying (like Luckin Coffee)"
X Link @TheValueDen 2025-10-17T16:20Z XXX followers, XX engagements

"@JesseCohenInv This meme underscores a critical reality Jesse. The $632094 loss depicted reflects the market turmoil following President Trumps recent XXX% tariff threats on Chinese exports contributing to a $X trillion S&P XXX decline this week"
X Link @TheValueDen 2025-10-18T16:17Z XXX followers, XXX engagements

"@DividendGrowth and Johnson & Johnson Thats a portfolio that can sing through any cycle growth inflation or recession. Diversification isnt about noise; its about harmony across time"
X Link @TheValueDen 2025-10-18T17:16Z XXX followers, XX engagements

"@IFB_podcast Free cash flow isnt just a number its corporate oxygen. Apple uses it to buy back shares and deepen moats. Amazon reinvests it to crush logistics costs. Netflix once ignored it then nearly died in 2011 before fixing its content-to-cash conversion"
X Link @TheValueDen 2025-10-19T02:53Z XXX followers, XX engagements

"@markminervini Excellent post and spot on about narrowing leadership. This kind of setup reminds me of late 2021 when Apple Microsoft and Tesla carried the entire S&P while breadth quietly collapsed"
X Link @TheValueDen 2025-10-17T20:37Z XXX followers, 2990 engagements

"That speech is a masterclass in practical temperament over technical complexity. Buffett told students hed rather own a business any idiot can run because someday one will. Thats not cynicism its valuation realism. Durable businesses (like Coca-Cola or American Express)"
X Link @TheValueDen 2025-10-18T20:10Z XXX followers, XX engagements

"@unusual_whales Tariffs act like a hidden tax on margins not consumers at least at first. When the U.S. hit China with tariffs in 2018 companies like Hasbro and GoPro quietly shifted production to Vietnam. Margins dropped before prices did.πŸ‘‡"
X Link @TheValueDen 2025-10-18T23:08Z XXX followers, XXX engagements

"@TrendSpider Most investors chase stories not setups. When $AMD hit its 200-week MA in 2015 it looked dead debt-heavy sub-$2 stock losing to Intel. But that setup was exactly when the asymmetric upside existed: Lisa Sus turnaround plan + industry shift to GPUs for AI.πŸ‘‡"
X Link @TheValueDen 2025-10-18T23:15Z XXX followers, 1967 engagements

"@JonErlichman That mindset built Apple but it also built Amazon Tesla and even Bitcoin. Jeff Bezos started Amazon with a nothing to lose mentality risking a Wall Street career for an online bookstore. The asymmetry was clear: limited downside infinite upside"
X Link @TheValueDen 2025-10-19T01:12Z XXX followers, XX engagements

"3. Stocks businesses real estate theyre just tools. The goal is time. Time to choose what to do when to do it and with whom. X. Money buys options. Options buy freedom. #Wealth #InvestingWisdom"
X Link @TheValueDen 2025-10-19T11:00Z XXX followers, XX engagements

"@DividendGrowth A lot of people chase the latest hot stock without realizing that Dividend Growth Investing is about compounding income not just price gains. πŸ’‘ Example: Someone who bought $KO in 1990 and held it while reinvesting dividends would have turned $10k into over $200k today"
X Link @TheValueDen 2025-10-17T18:10Z XXX followers, XXX engagements

"@BrianFeroldi Exactly. Culture compounds faster than capital. When Glassdoor ranked NVIDIA HubSpot and Salesforce among the best places to work years ago their stock returns crushed the market afterward. Employees who want to stay innovate longer sell better and build stronger moats"
X Link @TheValueDen 2025-10-17T19:09Z XXX followers, XXX engagements

"@GuyTalksFinance Nice mix. The real insight: diversification across uncorrelated assets compounds resilience. Example: From 20202024 $VOO surged XXX% $GLD climbed XX% and Bitcoin exploded 500%. A portfolio blending all three would have smoothed volatility while capturing huge upside"
X Link @TheValueDen 2025-10-18T19:20Z XXX followers, XXX engagements

"@BourbonCap Exactly the winners arent the ones who avoid AI risk theyre the ones who invest early and smart. πŸ’‘ Example: Microsoft spent billions on OpenAI early; now its Azure & Copilot growth is accelerating while competitors who waited risk losing market share"
X Link @TheValueDen 2025-10-19T17:15Z XXX followers, XX engagements

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