Invest In Assets 📈

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. Let's break it down:

Deciding where to play as an investors is very important:

Everybody wants a 10-bagger No one wants to hold when the stock drops 50%

We tend to compare our performance to the S&P 500, but maybe we should compare it to other retail investors? Even fund investors underperform the funds they invest in.

How I built a personal AI analyst in 30 minutes: investinassets.net/p/how-i-built-…

How I built a personal AI analyst in 30 minutes: investinassets.net/p/how-i-built-…

Buying the S&P 500 index is a momentum strategy that has worked very well over the past +20 years. Will it be the same over the coming decade?

Berkshire vs. the S&P 500 historically

How I built a personal AI analyst in 30 minutes: investinassets.net/p/how-i-built-…

Microsoft is trading at its lowest forward PE in a decade $MSFT

31 years of stock market returns:

How I built a personal AI analyst in 30 minutes: investinassets.net/p/how-i-built-…

“To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” - Warren Buffett

Nvidia is trading at its lowest forward PE in a decade $NVDA

7 Businesses with network effects, the strongest competitive advantage: • Visa • Microsoft • Salesforce • Expeditors • Mastercard • Meta Platforms • Intercontinental Exchange What else?

The best business models according to Morgan Stanley:

How I built a personal AI analyst in 30 minutes: investinassets.net/p/how-i-built-…

Founder-led businesses vastly outperform A 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.