Mike the Value Investor

Check out the video on Joel Greenblatt's Guide to Patient Value Investing! 📈 Uncover key principles, master stock valuation, and learn the art of buying low and selling high. Full vid at: Joel Greenblatt’s Guide to Patient Value Investing youtu.be/t8E8lYIbgAU

@money_cruncher Active only works with a real competitive advantage, discipline, and long time horizon... not easy game.

Beating the S&P 500 isn't difficult. But beating the S&P 500 consistently, over the long term, is very very difficult. Many people overestimate their ability to pick good stocks over the long term. They eventually realize that it’s a losing game. That's why just buying the market could be a good strategy.

@AkrudeWisdom @Handre MMT isn’t a free lunch—it’s a trade-off. It works until inflation, currency pressure, or confidence breaks.

@Handre This Modern Monetary Theory now used (at least labeled that formally) is John Maynard’s Keynes craziness writ large. Busted so flat now it’s laughable, yet a useful tool dangling in front of the learned and the politician to milk approval for endless money printing.

Mises predicted the Great Depression when everyone else was drunk on 1920s boom euphoria. He knew artificial credit expansion creates malinvestment and inevitable bust. But did anyone listen? Of course not. While British pedophile John Maynard Keynes pushed his "animal spirits" nonsense, Mises laid out the Austrian theory of the business cycle with mathematical precision. Every bubble since—dot-com, housing, everything bubble—follows his script perfectly. Central bankers still pretend they can engineer prosperity through money printing. They can't. Never could. Mises knew this a century ago.

@Handre Ludwig von Mises explains parts of cycles, not all. Credit matters, but so do productivity and policy response. Extremes on either side miss the nuance.

@TmarketL The advantage usually isn’t more books, it’s applying a few timeless principles consistently.

Mindset Books.

@CompoundingW Knowledge simply compounds over the time, so read and learn every day...

7 Finance Books

@IManghaila If a company can raise prices without losing volume, it protects margins and compounds returns. Businesses that rely on discounts are exposed when costs rise.

The strongest companies raise prices confidently. The weakest companies pray customers won’t leave. That difference determines long‑term wealth. Warren Buffett

"Even the intelligent investor is likely to need considerable will power to keep from following the crowd." ~ Benjamin Graham Most investors don’t fail from lack of knowledge—they fail from lack of discipline. As Benjamin Graham warned, even intelligent investors struggle to resist the crowd. The market rewards patience, not popularity.

@TheLongInvest Quality matters. Price matters more. Time does the rest.

Buy companies with: - Strong moats - Strong management - Strong FCF That are technically undervalued And then hold This does not need to be difficult

@BrianFeroldi Most underperformance comes from leaving your circle or overpaying for quality.

Warren Buffet Investing Rules

@KobeissiLetter Heavy CapEx isn’t inherently bad if returns > cost of capital. Big Tech is front-loading AI/data center spend, which may depress near-term margins. The real question: durable ROIC or empire building?

Wall Street is becoming increasingly concerned about Big Tech CapEx: 22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record. Since 2005, the only higher reading was 33% in February 2026. In the prior 20 years of the survey, fund managers had never been concerned about firms overinvesting. By comparison, 70% of participants believed companies were investing too little in 2017. Not even the 2008 Financial Crisis saw such elevated CapEx concerns, when 10% of participants said firms were spending too little. Institutional investors are growing concerned about big tech CapEx.

@Pat_NL_7 @Barchart And inflation may go up to reduce that.

@Barchart Debt goes up, dollar goes down. Simple math.

U.S. Debt projected to hit $150 Trillion within 30 years says the CBO 🤯👀

@Barchart The more important is debt to GDP that is at more than 120% requiring some austerity measures or other forms of debt reduscions.

@BrianFeroldi That is why the loss of the capital is one of the largest risk you face... when putting money to the markets.

Gains needed to get back to even:

@jfais20 @Ronitper Thank you for the support, Jonathan.

@Mike_ValueInv @Ronitper well said Mike

“If you aren't happy having $100,000, you're not going to be happy if you have $100 million." - Warren Buffett. 2019

"Operating leverage accelerates compounding when demand scales efficiently." Scaling revenue without scaling costs is where real wealth is built. Operating leverage is the hidden engine behind exponential returns. When demand grows but your cost base stays relatively fixed, profits don’t just rise—they accelerate.

@DividendGrowth Charlie Munger: rules build the foundation, but judgment comes from knowing when they don’t apply.

The young man knows the rules, the old man knows the exceptions

@LazaroInvestor @Dividend_Dollar Thank you.

@Mike_ValueInv @Dividend_Dollar Absolutely 💯

“Stocks are SAFE for the long run and very unsafe for tomorrow” - Warren Buffett

@LazaroInvestor @Dividend_Dollar Together with discipline.

@Dividend_Dollar Patience is key 🔑

@Dividend_Dollar Warren Buffett: risk shrinks with time horizon. Daily prices are unpredictable, but long-term returns follow fundamentals. The challenge is surviving the short term.

@hillery_dan @Ronitper Yes, Charlie was very good at that and always rational...

@Ronitper This guys just drops great quotes.

“Envy is a really stupid sin because it’s the only one you could never possibly have any fun at.” - Charlie Munger