Hello everyone! Today i want to share some trading ideas with you! 1 The tenets of Warren Buffett: $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ 2 Great investors & teachers to study: • Bill Miller • Ray Dalio • Nick Sleep • Terry Smith • Peter Lynch • Seth Klarman • Warren Buffett • Mohnish Pabrai • Charlie Munger • Joel Greenblatt • François Rochon • Benjamin Graham 3 Shares outstanding over time per sector: 4 Why writing matters: 5 Company characteristics to look for: • Mission-driven (great mission statement) • Non-toxic workplace (Glassdoor) • Owner-operators (Founder led) • Capital Light business model • High insider ownership • Low Debt levels • Low
Hello everyone! Today i want to share some trading ideas with you! 1 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else? $S&P 500(.SPX)$ 2 High vs. low ROIC stock performance: 3 When to sell, by Peter Lynch: 4 Performance concentration of the top 10 largest stocks: Follow me to learn more about analysis!!
Hello everyone! Today i want to share some trading ideas with you! Hi investors! 👋🏻 Warren Buffett 🐐 once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.” And luckily for us, we can learn to find these. $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ Let's break it down 👇🏻 Step 1: Return on capital The ROC measures a company's profitability and value-creating potential relative to the amount of capital invested by shareholders. The ratio tells us how efficiently a company turns capital into profits. ROC is important because it gives us an idea of
Hello everyone! Today i want to share some trading ideas with you! 1 Early in my investing career, I made many painful mistakes: • FOMO • Overtrading • Chasing stocks • Short-term focus • Buying value traps • Buying stocks before earnings Pain + reflection = progress $S&P 500(.SPX)$ 2 Forward PE and the subsequent 10-year returns of S&P 500 historically:
Hello everyone! Today i want to share some trading ideas with you! 1 “If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century you’re not fit to be a common shareholder and you deserve the mediocre result you’re going to get.” - Charlie Munger $Berkshire Hathaway(BRK.A)$ 2 How fees impact long-term compounding: 3 The type of securities Buffett likes: 4 Fast-growing micro caps: 5 You can hold a great business for a long time without any returns if you pay too much for it: For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
Hello everyone! Today i want to share some trading ideas with you! 1 Bull markets tend to last much longer, and be far more prosperous than the subsequent bear markets: $S&P 500(.SPX)$ 2 Small vs. large caps: 3 The three legged stool of Akre Capital: 4 Steady growth wins the race: 5 When to sell, by Peter Lynch: For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD100
Hello everyone! Today i want to share some trading ideas with you! 1 Akre Capital's criteria for superior businesses: •High ROC •Capital light •Pricing power •Predictable earnings •Shareholder-oriented mgmt •Cash profits, no shenanigans •Not dependent on a genius CEO •Not natural targets of regulations $Cboe Volatility Index(VIX)$ 2 10 Investing rules of Warren Buffett:
Hello everyone! Today i want to share some trading ideas with you! 1 Investing is more like poker, not chess In chess, the superior player almost always wins In poker, uncertainty plays a large role in the outcome - the best poker players can lose to amateurs even when making superior decisions High-quality decisions don't always mean high-quality outcomes $S&P 500(.SPX)$ 2 Constellation Software is trading at its highest forward FCF yield ever. Is AI Constellation's downfall? 3 Fast-growing quality mid-caps: 4 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing
Hello everyone! Today i want to share some trading ideas with you! 1 Copart $Copart(CPRT)$ is on a -48.3% drawdown. Copart fundamentals: - ROIC (5yr avg.): 31.6% - EPS growth fwd: +15% - Operating margin: +36.5% - Net debt: -$5 billion - P/E: 21.2x High quality business, trading 48.3% lower than it did in May 2025. 2 For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD10
Hello everyone! Today i want to share some trading ideas with you! 1 Terry Smith claims that index investing is a momentum strategy, do you agree? 2 Investing in a company just because it is cheap, is a value trap Shorting a company just because it is expensive, is a death wish 3 In 2024, the top 10 stocks in the $S&P 500(.SPX)$ represented 34% of the total value and 64% of the total performance: 4 The concentration of performance over the century: For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stock