Hello everyone! Today i want to share some trading ideas with you!1.Owner-operators vastly outperformA study by J. Shulman showed that businesses that were founder-led outpaced the index by 7% annually.Skin in the game creates an alignment with the management team and the shareholders.Examples: $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ , $Constellation(STZ)$ , $Berkshire Hathaway(BRK.B)$ 2.If this does not motivate you to start investing, I dont know what will:ImageFollow me to learn more about analysis!!
Hello everyone! Today i want to share some technical analysis with you!1.True wealth by Nassim Taleb: $Cboe Volatility Index(VIX)$ Image2.The 5 deadly sins of an investor: 1. Waiting for the next crash to invest2. Emotional-based decision making3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else?3.Bull & bear markets:Image4.The psychology of the market cycle: $.IXIC(.IXIC)$ ImageFollow me to learn more about analysis!!
Hello everyone! Today i want to share some trading ideas with you!1.Founder-led businesses tend to do better because they: $SPDR S&P 500 ETF Trust(SPY)$ 1. Think long-term2. Have skin in the game3. Focus on the operations4. Incentives aligned with shareholders5. Focus on organic growth and not acquisitionsFollow me to learn more about ideas!!
Hello everyone! Today i want to share some trading ideas with you!!1.Stocks is the place to be long-term:Image2.Fund Management is a rough business:ImageFollow me to learn more about analysis!!
Hello everyone! Today i want to share some trading ideas with you!1.Top & Bottom signs:Image2.How to win by Elon Musk: $Tesla Motors(TSLA)$ Image3.Bill Ackman's investing principles:Image4.Fisher's Criteria for picking stocks:Image5.Investing in a company just because it is cheap, is a value trapShorting a company just because it is expensive, is a death wishFollow me to learn more about analysis!!
Hello everyone! Today i want to share some trading ideas with you!1.Owner-operators vastly outperform👑A study by J. Shulman showed that founder-led businesses outpaced the index by 7% annually.Skin in the game creates alignment between the management team and the shareholders.Examples: $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ , $Constellation(STZ)$ , $Berkshire Hathaway(BRK.B)$ , OTCM 2.EU Quality💎France🇫🇷- LVMH- L'Oréal - CapgeminiSweden🇸🇪- Investor- Evolution- LagercrantzItaly🇮🇹- Ferrari- Moncler- StellantisDenmark🇩🇰- DSV- Simcorp- Novo NordiskUK🇬🇧- Rightmove- AstraZeneca- Games workshopFollow me to learn more about analysis!!
Hello everyone! Today i want to share some trading ideas with you!1.Investing is more like poker, not chessIn chess, the superior player almost always winsIn poker, uncertainty plays a large role in the outcome - the best poker players can lose to amateurs even when making superior decisionsHigh-quality decisions don't always mean high-quality outcomes2. $SPDR S&P 500 ETF Trust(SPY)$ The best investors I know, use checklists4 questions to ask before investing: • Do you know how the business makes money?• Does the company have a competitive edge? • Is the business producing high ROIC? • Is the business able to reinvest? What would you add?3.Charlie Munger - The Architect of Berkshire Hathaway (Tribute):Follow me to learn more about analysis!!
Hello everyone! Today i want to share some trading strategies with you!1.5 Quality Business Patterns: 1. Corporate culture $Cadence Design(CDNS)$ 2. Recurring revenue $Netflix(NFLX)$ 3. Brand Strength $Nestle S.A.(NSRGY)$ 4. Pricing power $Apple(AAPL)$ 5. Low price $Costco(COST)$ What would you add?2.Why a long-term mindset is needed when investing:3.Founder-led businesses tend to do better over time:Follow me to learn more about analysis!!
Hello everyone! Today i want to share some trading skills with you!1.A simple screener for reasonably priced quality companies: • ROIC +15%• Growth +10%• Cash conversion +75%• Interest coverage +10x• Operating margin +10%• FCF yield > Risk-Free Rate2.Investing vs. gambling:3. $.SPX(.SPX)$ Investing principles💎• Always do the work• Winners keep winning• Focus on fundamentals• Cut losers, add to winners• Hold for a minimum of 2 years• Stay in your circle of competence• Fewer transactions = Higher returnsWhat would you add?Follow me to learn more about analysis!!