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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:

Everyone quotes Buffett: "Be greedy when others are fearful", but fail completely to do so when markets are red.

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

The stock market prefers sustainable growth:

Jeff Bezos once said: "You can be grinding for 4 years with no results, and in the 5th year, become the biggest thing on the planet. The power of not giving up is real" Here are 10 Incredible Lessons from Jeff Bezos:

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

Howard Marks' two rules on market cycles: 1. Most things will be cyclical 2. The best investment opportunities arise when other investors forget the first rule The best investors will take advantage of this cycle and invest at maximum pessimism

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

Average holding period for investors:

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

Fisher's criteria for picking stocks:

Small outperformance over time makes a huge difference:

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

True wealth:

Earnings growth vs. share price:

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

Staying in stocks for the long-term:

Uber's path to profitability is a work of art:

How I would Construct a Portfolio from Scratch: investinassets.net/p/how-i-would-…

“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