Joined October 2020
- Tweets 21,550
- Following 443
- Followers 83,176
- Likes 29,686
3,706 Photos and videos
Pinned Tweet
May 29
Back in 2020, I started this account to post stock breakdowns from my lunch break.
Hardly anyone read them.
Today, something I still can't quite believe: I wrote a book.
📖 The Lunch Break Investor
Out 18 August with Harriman House
For people with real jobs, families & lives who still want to invest properly.
One big shift: Stop renting stocks. Start owning businesses.
One focused lunch break at a time.
What’s your biggest struggle investing while busy? Reply 👇 I’ll share a tip from the book.
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Thomas Chua retweeted
Seth Klarman thinks today's market has the "characteristics of a bubble."
But he's not just sitting in cash.
At Global Alts New York this week, he laid out exactly where he's putting money instead.
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Fear of failure and tension with success leave most people driving with the brakes on.
They're moving but using a fraction of their actual potential.
Gently release the grip, explore, learn and iterate
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Seth Klarman thinks today's market has the "characteristics of a bubble."
But he's not just sitting in cash.
At Global Alts New York this week, he laid out exactly where he's putting money instead.
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36,359
The internet is great, but there is also a lot of crap out there.
A poor information diet leads to poor investment decisions.
So my free newsletter 3-Bullet Sunday shares only the three best pieces of investing content with 10k investors.
Join here: steadycompounding.com/subscr…
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Klarman's definition of value comes down to one question... what is a business actually worth.
That question runs through my book, written for investors doing this around a day job.
The Lunch Break Investor (Harriman House) is out August 18. Pre-order, and a $300 financial statements course is free →
steadycompounding.com/book
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Full conversation with Seth Klarman at Global Alts New York here:
youtube.com/watch?v=AbZYb11A…
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Jun 12
Munger's method, in order:
Eliminate everything you shouldn't do. Attack what's left with every discipline you know. Act only when the odds line up.
"Quickly eliminate the big universe of what not to do, follow up with a fluent, multidisciplinary attack on what remains, then act decisively when, and only when, the right circumstances appear."
— Charlie Munger
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Jun 13
The internet is great, but there is also a lot of crap out there.
A poor information diet leads to poor investment decisions.
So my free newsletter 3-Bullet Sunday shares only the three best pieces of investing content with 10k investors.
Join here: steadycompounding.com/subscr…
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Jun 12
The strongest test of a brand:
It raises prices. Customers stay.
It pays suppliers last. They still fight to stock it.
Pricing power and negative working capital. Everything else is a logo.
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Jun 11
Buffett's most expensive lesson didn't come from stocks. It came from the racetrack.
"I'd committed the worst sin, which is that you get behind and you think you've got to break even that day."
— Warren Buffett, The Snowball
The market doesn't know you're down.
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Jun 11
The internet is great, but there is also a lot of crap out there.
A poor information diet leads to poor investment decisions.
So my free newsletter 3-Bullet Sunday shares only the three best pieces of investing content with 10k investors.
Join here: steadycompounding.com/subscr…
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Jun 11
Find businesses with big fat moats.
"Too much competition erodes your profits, and maybe you don't make any money at all. I hate competition. It makes predictability and valuation impossible."
— Sir Chris Hohn
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