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![TLM_Capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1105091678648651777.png) Think Like Munger [@TLM_Capital](/creator/twitter/TLM_Capital) on x XXX followers
Created: 2025-06-26 10:39:43 UTC

🧠 My strategy blends:

– Long-term ownership mindset

– Opportunistic reinvestment during drawdowns

– Focus on quality + high return on capital

– Risk control via rising stop losses

– Valuation filter: FCF yield vs. 10Y Treasury


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938185400595440020/c:line.svg)

**Related Topics**
[filter](/topic/filter)
[losses](/topic/losses)
[mindset](/topic/mindset)

[Post Link](https://x.com/TLM_Capital/status/1938185400595440020)