Arski

People say time is money, but in investing, it's patience that pays the highest dividends. Let your investments mature, and see how rewarding patience can be.

For your work or field, which specific AI tool or automation would be a game-changer?

With today’s AI, anyone can create a website. It’s all about marketing! The question of the decennium: Can you capture attention and retaining users?

@bkaellner How do you do this?

The ability to discern which information to absorb vs discard is a superpower

@LukeWolgram Post interesting snippets about interesting companies that Fintwit kinda knows. But the snippets would be a ‘wow didn’t know this’ Or short write-up of a great investment rn that very few know off

Need something good to post about to get to 10k followers by end of year. Not sure what though. Any ideas or topics people want to hear about?

@Invesquotes Thought in high school that I could get rich quick with investing like Warren Buffett. Then realized he got really rich after being 60 years old 😂 Still continued learning about it because found it still interesting and 5 years later, I’m still learning and very interested

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@bkaellner Which companies would fit in this bucket? $AMZN $H

Nick Sleep's Nomad Partnership Letter on June 30, 2004... The “super high-quality thinkers” are our best guess of those firms whose shareholders could abdicate their right to trade stock sure in the knowledge that their capital will be well allocated for years to come

@bkaellner How well do you know Rysas? Or is this pure cloning?

One of the biggest mistakes an investor can make is selling a great business too soon and missing out on an extraordinary run The way to avoid that mistake is to dig down to the underlying reality of a company... to understand the engine of its success

@bkaellner Also what made you decide to become active on X again?

It’s amazing how much better X gets when you engage with it, as opposed to passive consumption

@bkaellner What businesses are you looking at? Also, planning to redistribute some of your Rysas holding?

@bkaellner @david_katunaric @LukeWolgram @IrrationalMrkts

Who do you follow for new microcap ideas? 💡 Tag them in the comments so we can follow too 👇

@bkaellner Everything from the synopsis podcast

What is the single best investing related podcast episode you listened to this year? 🎧

@bkaellner $TPL

What stock currently in your portfolio has made you the most money? Drop the ticker below 👇

Most interesting company to put in one’s coffee can portfolio👇 I’ll start: • Hyatt $H • London Stock Exchange $LSEG • Brookfield $BN

@patientinvestor How much of FCF basis?

I can't believe Google is trading at 19x earnings! With 15%+ potential eps growth Clean balance sheet The potential of splitting Waymo It's one of the best risk/reward opportunities in the market. $GOOGL

BREAKING: The US Pentagon has failed its 7th audit in a row, unable to fully account for its $824 billion budget. Last year, the Pentagon couldn’t properly account for a whopping 63% of its $3.8 trillion in assets. This year, there was a $200 BILLION gap between assets and liabilities. The Pentagon's goal is now to pass an audit by 2028.

@Invesquotes Oh sorry I thought you meant they are increasing capex now

@skiattt Well, the EBIT margin encompasses the down cycle and underutilization (which is related to the capacity expansion)

Probably the thing that strikes me the most about $TXN is its profitability. Despite currently being immersed in a downcycle and a capacity expansion plan, the company boasts 37% operating margins. Operating leverage in the model is also substantial, main reason why I don't like to compare it to its more capital-light peers. Brief extract from a recent article 👇

RT @A_Noordermeer: Hedge funds’ best ideas by @StockCompil continuous to be a great source of ideas. I went through all of them from the l…