Thomas Chua

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Thomas Chua

Thomas Chua

@SteadyCompound

Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz8OeO

Join over 12k readers here → Katılım Ekim 2020
439 Takip Edilen82.8K Takipçiler
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Thomas Chua
Thomas Chua@SteadyCompound·
On 9 April 2020, I published my first post on Steady Compounding. No audience. No plan. Just a tagline: "All Big Things Come From Small Beginnings." Almost 6 years and a little less hair later, that line turned out to be the whole point. steadycompounding.com/life/almost-6-…
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Thomas Chua
Thomas Chua@SteadyCompound·
Management knows what you want to hear. And quite often, that's exactly what they'll tell you. Your job as an investor is to figure out what they're not saying.
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Thomas Chua
Thomas Chua@SteadyCompound·
"Patient" and "long-term" are not strategies. They're just words. If your thesis is wrong, being long-term only multiplies your problems. Time is your friend with good businesses and your enemy with bad ones.
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Thomas Chua
Thomas Chua@SteadyCompound·
Buffett doesn't think the market has come down enough.
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ajvaswani
ajvaswani@ajvaswani·
@SteadyCompound A colossal bubble should have a colossal bust. Buffetts not getting out of bed till we see 40-50% down. Quite frankly even that’s not enough but oh well!
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Thomas Chua
Thomas Chua@SteadyCompound·
Buybacks aren't automatically good for shareholders. A company buying back stock above intrinsic value is just destroying capital with extra steps.
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Thomas Chua
Thomas Chua@SteadyCompound·
Fear flips your priorities. In a panic, all you can think about is what you might lose. But the biggest cost is often what you fail to buy. The best opportunities in markets show up when most people are too scared to act.
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Nav Dhand
Nav Dhand@nav_dhand·
@SteadyCompound Money is just a tool. The goal was never the number - it's the time, freedom, and experiences it buys.
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Thomas Chua
Thomas Chua@SteadyCompound·
In the end, wealth is only as valuable as the life it enables.
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Thomas Chua
Thomas Chua@SteadyCompound·
During sell-offs, people rush into whatever has dropped the most. Down 60%? Must be a deal. But a bad business down 60% is still a bad business. Quality matters more when everything is falling. Buy the companies that will come back stronger, not the ones that fell the hardest.
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Thomas Chua
Thomas Chua@SteadyCompound·
Investing is an odd field where effort often hurts returns. The more you trade, the less you make. The more news you consume, the worse you perform. The more complex your strategy, the more likely it fails. Wealth is built by doing less, better.
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Thomas Chua
Thomas Chua@SteadyCompound·
Sunk cost fallacy has probably destroyed more portfolios than any bear market. "I can't sell now, I'm down too much." The market has no memory of your entry price. It doesn't know. It doesn't care.
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Thomas Chua
Thomas Chua@SteadyCompound·
In investing, comfort can come at a high price. Conversely, embracing discomfort can be rewarding, as stocks that make investors uneasy often trade at exceptionally low valuations.
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L@zeroxpectation·
@SteadyCompound 3 kinds of good stories— 1 with fluffs, 1 with real substances, 1 with grey areas. I usually assess the presenter’s ego and background—especially whether they’ve faced real hardship—to gauge the credibility of the pitch.
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Thomas Chua
Thomas Chua@SteadyCompound·
A good story is dangerous in investing. The smoother the pitch, the easier it is to skip the hard questions. That's exactly why checklists exist. They force you to slow down and check the facts before your emotions write the check.
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