35 Photos and videos
3 May 2022
Compounding isn't a shortcut to wealth.
It requires a lifetime of saving and regular investment.
And then one decade at a time, you grow rich.
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1 May 2022
Is recycling a lie?
24%
No
44%
Somewhat
20%
Mostly
11%
Yes
1,594 votes • Final results
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1 May 2022
Held for 10 years, an inexpensive inferior company can hurt.
Held for 10 years, an expensive superior company can help.
Of course, an expensive inferior company is disaster.
And an inexpensive superior company is delight.
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142
29 Apr 2022
5 years from now, will Starbucks be more or less relevant than it is today?
58%
Less
42%
More
1,648 votes • Final results
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24
29 Apr 2022
In what scenario does cybersecurity become less relevant over the next 20 years?
Price discounts on **just the best and most innovative companies in this category** look like smart 10-year investments to me.
Disagree? Agree?
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28 Apr 2022
I view Elon Musk buying Twitter as risky for him but very favorable for Tesla long term.
Musk risks his Tesla stock to make the acquisition. But that's not a capital/operating risk to Tesla.
Meanwhile, Tesla gains marketing access to 300 million monthly users.
Disagree/Agree?
248
57
1,359
28 Apr 2022
If I had:
- a portfolio of 25 stocks
- a 5 year time horizon
- a commitment to invest for life
I would certainly buy Bitcoin today and make it 3-5% of my portfolio. $BTC
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21 Mar 2022
Among the harder things is simply NOT to sell out of the stock market during the inevitable down times.
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333
11 Mar 2022
If you’re going to buy when the stock market rises, you might as well buy now.
27 Oct 2021
If you're going to sell when the stock market declines, you might as well sell now.
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23 Feb 2022
At 12:30PM Eastern Time today, I’ll be answering questions live on the Walker Webcast, from Walker & Dunlop (NYSE: WD).
Walker & Dunlop is up over 10X since its IPO around 10 years ago. I expect it to continue beating the market over the next decade.
walkerdunlop.zoom.us/webinar…
10
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20 Feb 2022
Most digital assets, most cryptocurrencies, and most NFTs will expire worthless.
That doesn’t mean this area won’t be rich with opportunity and discovery.
But most (greater than 90%) will expire worthless.
Disagree? Agree?
97
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397
15 Feb 2022
Investing
WHAT WINS
Patience
Business focus
Dollar-cost averaging
WHAT LOSES
High emotions
One-year goals
Leverage
20
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298
14 Feb 2022
Focus on valuation, and you’ll sound smart in the short term.
Focus on business performance, and you’ll sound smart in the long term.
(And, with stocks, most of the money is made over the long term.)
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623
12 Feb 2022
I find it hard to believe that @Airbnb won’t beat the market and make investors plenty of money over the next decade.
Strengths
- superior product dev approach
- $6 billion net cash
- founders own > 30%
- market leader
- brand
Regulations = my primary concern
Agree? Disagree?
124
36
772
9 Feb 2022
Dynamic markets recover. And, as that happens, a diversified portfolio of quality growth companies snaps back, too.
Not all stocks rebound. There WILL be losers. But overall portfolio performance rebounds.
It just takes time, composure, and a commitment to lifelong investing.
11
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200
2 Feb 2022
Many investors vastly underrate leaders that have soul in the game.
Running a public company isn’t for the faint of heart.
For most companies to be sustainably great, they need lots of soul in the game.
When you find great leadership teams, buy shares for a very long time.
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22 Jan 2022
If your investment time horizon is 5 years and you have a diversified portfolio of 25 companies…
… weekly stock prices are mostly meaningless.
Emotionally painful at times, yes.
But mostly meaningless.
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1,085
18 Jan 2022
Cash isn’t trash when growth stocks are falling 30%
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10 Jan 2022
In a hard time for growth companies in the public markets, I met with my brother @DavidGFool to talk about lifelong investing.
open.spotify.com/episode/0MN…
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8 Jan 2022
If the central mission of company leadership is to make more money, it won’t be a great long-term investment.
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