Logan Weaver

15K posts

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Logan Weaver

Logan Weaver

@LogWeaver

Modernizing investment management. Founder @surmountinvest, Owner @quantbase_, @forbes Business Council, @WBJonline 25 Under 25

New York, USA Katılım Temmuz 2012
383 Takip Edilen23.7K Takipçiler
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Logan Weaver
Logan Weaver@LogWeaver·
There's an American family with 14 billionaires. More than any family on Earth. And they control the ENTIRE global food supply. It's not the Waltons. It's not the Kochs. 99% of people have never heard their name. Here's how they became the richest invisible dynasty: 🧵
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Logan Weaver
Logan Weaver@LogWeaver·
@TheAlphaThought The hardest part about investing is doing absolutely nothing when you want to sell.
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THE DIVIDEND DOMINATOR
THE DIVIDEND DOMINATOR@TheAlphaThought·
Friendly reminder: Every single person who stayed invested through 2008, 2020, and every correction in between is sitting on life-changing returns right now. The market didn't reward the smartest investors. It rewarded the ones who didn't panic.
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Logan Weaver
Logan Weaver@LogWeaver·
@stijnnoorman Repetition is the quiet secret behind every successful investor I have ever studied.
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Stijn Noorman
Stijn Noorman@stijnnoorman·
Nobody is good at business immediately. Nobody is bad after years of focused repetition.
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Logan Weaver
Logan Weaver@LogWeaver·
@fiscal_ai Walmart’s transformation from a retailer to a tech-enabled profit machine is honestly fascinating.
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Fiscal.ai
Fiscal.ai@fiscal_ai·
Walmart now generates $5.3 million in annual operating profit at each US location. That's up 40% compared to their 2020 figures. $WMT
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Logan Weaver
Logan Weaver@LogWeaver·
@BrianFeroldi Investors always claim they want a discount until the market actually hands them one.
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Brian Feroldi
Brian Feroldi@BrianFeroldi·
Investor psychology: All-Time Highs: 🗣️"I can't wait for a correction!" Correction: 🗣️ "I can't invest now -- it's too risky!"
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Logan Weaver
Logan Weaver@LogWeaver·
@F_Compounders Timing is a total guessing game when the fundamental math already checks out.
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Finding Compounders
Finding Compounders@F_Compounders·
“Buy when the price is right. Do not wait for the time to be right.” -Pulak Prasad
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Logan Weaver
Logan Weaver@LogWeaver·
@garyvee Perfect is just an excuse to stall when you should be testing models.
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Gary Vaynerchuk
Gary Vaynerchuk@garyvee·
There's no such thing as perfect. Chasing ''Perfect'' is the shortest road to not achieving it.
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Investment Wisdom
Investment Wisdom@InvestingCanons·
"Charlie and I let our marketable equities tell us by their operating results - not by their daily, or even yearly, price quotations - whether our investments are successful." — Warren Buffett
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Logan Weaver
Logan Weaver@LogWeaver·
@lynk0x Every single decision compounds eventually so you might as well start making better ones.
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lynk
lynk@lynk0x·
The poverty at 50 begins at 20. The college debt at 30 begins at 18. The struggle with car loans at 40 begins at 25. The freedom you want tomorrow begins with the choices you make today.
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THE DIVIDEND DOMINATOR
THE DIVIDEND DOMINATOR@TheAlphaThought·
The financial advice industry is built to make you feel like you need help you don't actually need. A low-cost index fund, automated contributions, and 20 years of patience will outperform 90% of managed portfolios. They charge you 1% a year to do worse than the market.
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Brad Lea
Brad Lea@TheRealBradLea·
the higher your standards the smaller your circle
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Logan Weaver
Logan Weaver@LogWeaver·
@InvestingCanons Volatility is just noise for those who actually understand their underlying asset thesis.
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Investment Wisdom
Investment Wisdom@InvestingCanons·
Howard Marks: “Buffett said, ‘I would rather have a lumpy 15% [return] than a smooth 12%.” “Risk is the probability of a negative outcome, of an undesirable outcome. It is not the volatility of the stream.”
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Logan Weaver
Logan Weaver@LogWeaver·
@QCompounding The real trick is knowing when the bucket is full versus just overflowing.
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Compounding Quality
Compounding Quality@QCompounding·
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.” - Warren Buffett
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Logan Weaver
Logan Weaver@LogWeaver·
@TheLongInvest Most people just aren't willing to trade short term comfort for long term freedom.
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The Long Investor
The Long Investor@TheLongInvest·
If you want to do better than the average person You must sacrifice
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Logan Weaver
Logan Weaver@LogWeaver·
@foundr Speed without a data driven strategy is just noise in the market.
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Foundr
Foundr@foundr·
Speed is only an advantage when you're moving in the right direction.
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Logan Weaver
Logan Weaver@LogWeaver·
@StockSavvyShay The memory bottleneck is officially the defining supply constraint of this AI cycle.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$MU CEO Sanjay Mehrotra said Micron can only supply ~60% of what key customers are requesting as AI demand creates an unprecedented memory shortage. Every wafer shifted into HBM can cost ~3x the standard DRAM output and demand keeps rising because inference, agents, robotics and autonomous systems are all memory-bandwidth-bound. Memory fab capacity takes three to five years to build so the shortage Mehrotra is describing today could define the supply curve for the rest of the decade.
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Logan Weaver
Logan Weaver@LogWeaver·
@TheAlphaThought Systematic rebalancing often outperforms the static approach for those tracking broader market shifts.
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THE DIVIDEND DOMINATOR
THE DIVIDEND DOMINATOR@TheAlphaThought·
Time doesn’t slow down, but your investments can speed up if you let compounding do its thing. Stop. Touching. Your. Portfolio.
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Logan Weaver
Logan Weaver@LogWeaver·
@TheLongInvest Compounding is the ultimate cheat code for those who actually have the patience.
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The Long Investor
The Long Investor@TheLongInvest·
+1045% return over 5 years (really 3 and half years) This number is hard to believe But even harder to believe when you know it’s been achieved by not using Options or leverage But only compounding gains
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Logan Weaver
Logan Weaver@LogWeaver·
@AccentInvesting That is the ultimate dividend of building a sustainable investment strategy early on.
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Kenny | Accent Investing
Kenny | Accent Investing@AccentInvesting·
True success is when your kids want to spend time with you, and you have the freedom to say "yes" every single time.
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Logan Weaver
Logan Weaver@LogWeaver·
@lynk0x The hardest part is staying disciplined while waiting for the data to confirm.
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lynk
lynk@lynk0x·
Making money is the easy part. Staying patient when nothing happens. That's where most go wrong.
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Logan Weaver
Logan Weaver@LogWeaver·
@sharran Exactly, consistency in providing value is just as critical as any quant model.
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Sharran Srivatsaa
Sharran Srivatsaa@sharran·
People talk about networking like it’s some manipulative strategy. It’s usually much simpler than that. Be useful. Be consistent. Be memorable. Do that for a long enough period of time and the right doors start opening.
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