Kowloon Crescent

Building a USD120K portfolio, from scratch open.substack.com/pub/kowlooncre…

"If you gave me $100 billion and said take away the soft-drink leadership of $KO in the world, I’d give it back to you and say it can’t be done." - Warren buffets speaking on Coke's insurmountable global moat

@StockMKTNewz The goat 🐐

JUST IN: Warren Buffett said he was the one who initiated Berkshire Hathaway's $BRK.B investment into Google $GOOGL stock - CNBC

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves" - Peter Lynch

@fiscal_ai There is no durable moat in appeals

Investing in apparel is hard. 5yr Total Returns: Adidas: -39% Under Armour: -67% Lululemon: -69% Nike: -71% Puma: -71% V.F. Corp: -76% $ADS $UAA $LULU $NKE $PUM $VFC

In July, I purchased below stocks. How about you? $MSFT $SPGI $MA $RACE

@YodaStockInvest quite far I would say!

How far are you from financial freedom right now?

@fivepointscap $MSFT best valuation, but best quality goes to $AMZN

@FlippieFinance Just bought some $MSFT in July!

How can people see this and still decide to sell $MSFT like it's a dying company?

@FluentInQuality Can't agree more!

"The first rule of compounding: never interrupt it unnecessarily." — Charlie Munger

"Know what you own, and know why you own it" - Peter Lynch

@MilkRoadMacro Chris Hohn is arguably one of the best active portfolio managers.

Chris Hohn bought Moody's at $50, sold it at $100, thought he was a genius and then watched it go to $500. When he sold the stock at $100, the earnings kept compounding. He had to buy it back at $150 just to get back into a position he had already owned. Here's his key takeaway: The lesson is that when you own a company that is genuinely compounding its intrinsic value, that growth eventually overwhelms the entry multiple. Most investors never give it enough time to do so because they do not understand what they own well enough to hold through the volatility. He cited Warren Buffett's definition of risk directly: If you genuinely understand what you own, the multiple at entry matters far less than most people think when you are looking at the outcome over a 5 or 10 year horizon.

@StockWorthyApp high convicton bets!

What stocks did you buy this week? Bought some more $MA for the personal portfolio. Second-largest position!

@antibearthesis Buffet would approve $SPY

Over the last 10 years, $QQQ massively outperformed the S&P 500. Will the next decade look the same?

@BrianFeroldi @morganhousel Hilarious! This is how compounding works

My favorite @morganhousel tweet:

@StockMKTNewz Berkshire indeed entering a new era

Google $GOOGL stock is now one of the top 5 largest equity positions for Berkshire Hathaway $BRK.B

@0xtechquity indeed $AXP differentiate itself from Visa and Mastercard

American Express $AXP 💳 Most people think it's just a credit card company. It's much more than that. In some ways, it might even be a more resilient model than Mastercard and Visa. A THREAD 👇🧵 1/11

@DvdndDiplomats Never enough!

Do you own Berkshire Hathaway?

@InvestInAssets Agree. Stick to the basics, strong moat, high ROE, absolute pricing power, let it compounds

Advice to my younger self: • This too shall pass • The next big thing, usually isn't • Stick to the basics, focus on the easy deals - keep it simple • The pain from investing you feel today, will be tomorrow's wisdom

@YodaStockInvest Lynch arguably is one of the best investors in history, this book has literally shaped my stock picking ability.

The S&P500 outperforms 95% of investors. I am amongst the 5% and it’s changing my life. I truly believe it's worth trying. Are you trying to beat the market or going index?