Daniel Kurta

Trump's position on Ukraine explained in two minutes A brilliant cartoon by @freeonis/Instagram

Our true president💙🇸🇰 One of a kind. Special. Really miss her in the office but she keeps her legacy anyway. Let's stay strongly behind our invaded neighbor 🇺🇦

Is this how you 🇺🇸 guys now treat your guest? Being louder doesn't make you right. Ignorants in charge always ashame themselves... Guess how the world now looks at you... President @ZelenskyyUa you are hero! 🇺🇦 Slava Ukraini!

@Kreuzmann13 Step forward with the attitude that all in life is not happening to us but it is happening for us. To learn and to grow. 👍

Apologize for not responding for some time. Needed time to rethink life. Slowly coming back.

@danielgladis Wow, paráda Dane, teším sa na to. Práve včera som si stiahol zopár starých dielov s @Lenka_Schanova a počúval som Lekce z kapitálového trhu za 30 let a hovoril som si, aké informačne užitočné to bolo a kam sa vytratila takáto kvalita. Ďakujem za avízo 🙏 idem na to! 👍

Zde je odkaz na celou sérii podcastů Investujte opatrně! open.spotify.com/show/4TAHzgaLI…

@j_brychta I bought this for stability and good dividend income and I love to look for "boring" sectors. Now it goes up like sky's no limit. :)

The investment I'm most proud of isn't bitcoin or Palantir but this little-known Dutch construction company that was ridiculously cheap—despite having absolutely no issues whatsoever. It was brought to my attention by an RK viewer a few years back, and since then, it's made me more money than I ever could have made with paid content. At the end of 2022, it was selling for just 1x FCF, and I couldn’t understand why. So I loaded up on it. It show that even today, you can still find some gems where nobody is looking. Also, huge thanks to all my viewers for the constant flow of interesting tips, even though I sometimes skim through them way too fast.

@danielgladis Well, they even call the baseball league finals "world series" :) They just always have to measure by their own standards.

Perhaps in the US. Otherwise, FIFA World Cup Final in 2022 was watched by 1.5 billion viewers. Super Bowl LVIII was most-watched television show ever with 123 million viewers cnb.cx/3OGnwkU

Li Lu's Columbia class on Valuation:

Warren Buffett explains "Value Investing Thinking" in less than 5 minutes:

William Thorndike's The Outsiders is one of the most recommended business/investing books out there. It's a study of what makes CEOs outstanding and successful. Here's what Thorndike found out:

@slaviaofficial Ďakujem, @slaviaofficial zo 🇸🇰 a hanbím sa za slovan...

Klub neplánuje přípravné utkání s ŠK Slovan Bratislava.

@horacekpetr22 Ak sa smiem skromne spýtať skúsenejších, má niekto z vás skúsenosti s GuruFocus.com?

Jaké služby, zpravodajství nebo kanály si platíte kolem investování? Co Vám naopak chybí a byli byste rádi, kdyby existovalo?

Under the auspices of @WorldNuclear and together with representatives of the #nuclear #industry from all over the world we join the call to triple the world's nuclear capacity by #2050. Full story: seas.sk/cop28-slovensk… @WorldNuclear @COP28_UAE

Today's shallow dive focuses on John Deere $DE, the farming equipment giant. Sometimes "boring" is beautiful. We will dig into the business model and how they make money, along with the moat. $DE has been around for almost 2 centuries, starting way back in 1837. but as we will see the company innovates like a startup. The company has had revenue growth of: 💰 5yr - 12.63% 💵 3yr - 10.78% $DE offers customers an extensive array of agriculture and construction products, along with financial services plus tech as an integral part of the biz. As an Iowa boy, growing up the John Deere tractors dominated my childhood with fond memories of working on the farm. $DE's focuses on delivering a complete solution for farmers. DE's innovative products target each phase of the production process: 🌽 Field preparation 🌱 Planting and seeding 🔬Applying chemicals 🚜Harvesting $DE is also embedding tech into their products: 🎥 Guidance systems 🌽 Seed placement ✈️ Customized spraying apps Over the past decade, the company has continued to release new products and upgraded existing product models to drive greater machine efficiency. $DE operates from 4 segments: 🚜 Production and precision agriculture 🏇🏾 Small agriculture and turf 🌲Construction and forestry 🏦 Financial Services The precision ag segment drives the bus for $DE with a couple growing seasons needed to replenish, driving strong demand. The precision ag segment per their 10-k, contains: Global equipment and technology solutions to unlock customer value for production-scale growers of large grains, small grains, cotton, and sugarcane. The segment’s main products include large and certain mid-size tractors, combines, cotton pickers, sugarcane harvesters and loaders, and soil preparation, seeding, application, and crop care equipment. Deere’s strong brand has been built by its products which are known for being high-quality, durable, and efficient. One of the company’s stated aims is to reduce the total cost of ownership by making their machines: 🚜 Durable 🖥️ Higher spec 🌽 More efficient $DE is the tech leader, embedding intelligent systems in each product to enable efficiency for farmers. Over the years, $DE has grown its systems to offer farmers guidance, better connectivity, and automation. These capabilities allow for better spacing/placing seeds. $DE is embracing tech to help farmers get more for less with their systems. It should provide additional strengthening of the moat and driving up switching costs. $DE's products target each phase of farming, from prep, planting/seeding, chemicals, and harvesting. $DE distributes their products and services through a network of independent retail and major retail outlets, who deal directly with $DE's in-house sales, with these relationships locked up in multi year contracts. $DE's network is huge, with 2027 independent dealers in North America, and over 3700+ globally as of 2021. This provides a barrier for others to compete, as DE offers convenient locations and after market parts. They offer service, maintenance, training, and safety in store. There was recent news in which John Deere will allow farmers to repair their own machines without requiring they use DE parts and equipment. Farmers have long sought this request and was welcomed throughout the farming world. Moving onto moats. $DE has one of the most recognized global brands, and they occupy a 20%+ market share in the precision ag segment. The loyalty and brand power gives big pricing power and provides barriers to entry for competitors. The global market is worth approx $158B, and experts expect it to grow at 7.1% CAGR to $272B over the next 6 years. $DE faces stiff competition from: AGCO CNH Industrial Kubota Tractor Caterpillar But DE's brand recognition gives it a leg up against competitors. $DE has employed the use of ML to forecast demand for their seasonal business and help farmers increase yields. The more data it has to use, the more effective and accurate the results are, the more useful it can be to their customers - farmers. They have over a century of data from operations to use. • Their extensive manufacturing capabilities around the globe help them manage and maintain demand and supply from different retailers. These kinds of uses of data help build switching costs for $DE. All in all, $DE is a strong, well-known business with a great moat. For the right price this would be a great addition to anyone's portfolio. As always, we are only scratching the surface here, lot's more to learn about this fabulous business. If you are still with me thanks for reading and I hope you found something of value.

What a soul you are, @Schwarzenegger ! 💪

Here are 13 valuable Lessons from Peter Lynch's One Up on Wall Street: 1. Things are never clear until it's too late. Performance always comes with uncertainty. 2. The stock price is the least useful information you can track, and it’s the most widely tracked. 3. When you sell in desperation or fear, you always sell too cheap. 4. The big money can't invest where the big profits are. One advantage of the individual investor is that he can invest in situations too small for institutions. 5. The best ideas often take the most time to play out. That's why Good Ideas AND patience are the formula to success. 6. For small and profitable companies, the critical part is being able to scale the business. 7. If you find a stock with little or no institutional ownership, you’ve found a potential winner. 8. Do not think you are right because the stock goes up. Compare reality to your thesis. 9. There are five basic ways a company can increase earnings: (1) reduce costs, (2) raise prices, (3) expand into new markets, (4) sell more in old markets, (5) revitalize, close, or otherwise dispose of a losing operation. 10. Long shots almost never play out. 11. The real problem with long shots isn't the (likely) failure of the upside, but the drastic downside. 12. Most investors don't struggle with the market or the companies, but with themselves. 13. It helps to manage expectations to categorize companies into these six: Sluggards: Growth between 2%-4% Stalwarts: Growth between 8%-12% Fast Growers: Growth between 15%-25% Cyclicals: Expand and contact with market cycles. Turnarounds: Beaten down companies that get back on track Asset Plays: Overlooked companies selling below asset value.

Warren Buffett explains in five minutes what to look for in a business. ... And how to find the next MVP for the NBA.

Youtube has more than 114,000,000 channels. Here are 7 of the TOP investing videos from one channel that will teach you how to build wealth faster than an MBA:

The most legendary investor of all time: Warren Buffett In 1987, Warren wrote a letter to Berkshire shareholders covering a variety of vital long-term investing topics. In just 16 paragraphs he put together a masterclass in business & investing. Here's a breakdown of each one:

Chalie Munger says that you should keep learning all the time. "In my whole life, I have know no wise people who didn't read all the time" Here are Charlie Munger's 11 favorite books: