@NotA_Bull If you are trying to win the game by only holding the same basket as everyone else like an index fund, you are choosing a safe path that makes it very hard to ever finish first...
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Compounding Titans
128 posts
Compounding Titans
@Compoundtitans
In-depth analysis of stocks that stand the test of time. Subscribe for free: https://t.co/1qz3Z0SM7M
Sumali Şubat 2025
27 Sinusundan11 Mga Tagasunod
Index funds are for people who have accepted they will never be truly rich.
If you want to change your family's future, you have to FOCUS on individual stocks.
Agree or Disagree?
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If you are watching the stock price jump around like a hyperactive puppy, you are missing the fact that the company's actual profits are growing like a strong tree that eventually makes the price catch up...
Qualtrim@qualtrim
For over 16 years: Amazon has followed a consistent pattern. Price disconnects. EPS compounds. Then valuation realigns. $AMZN
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@pepemoonboy If you are thinking that a house is the only way to get rich, you are missing out on a much bigger machine like the stock market that grows your money much faster while you just pay for a place to sleep...
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I ran the numbers on renting and investing the difference vs. buying a home...
The results are shocking.
The setup:
- Median U.S. home sale price: $398,000 (NAR, 2026)
- Average U.S. rent: $2,000/mo (Zillow, 2026)
- Mortgage rate: 6.51% (30yr fixed, 10% down)
All in monthly cost of owning that home:
- P&I: $2,266
- Property tax: $332
- Insurance: $215
- Maintenance: $332
- PMI: $149
- Total: $3,294/mo
Renting cost:
- Rent: $2,000
- Renters insurance: $14
- Total: $2,014/mo
The renter saves $1,280/mo. Plus the $51,740 in down payment and closing costs never leaves their pocket. All of it goes into $VOO.
Using the long term S&P 500 avg return of 10% and home appreciation of 3.4%/yr (the avg since 1891):
After 10 years:
- Renter portfolio: $334K
- Home equity (net of selling costs): $219K
- Renter wins by $115K
After 20 years:
- Renter portfolio: $927K
- Home equity: $531K
- Renter wins by $397K
After 30 years:
- Renter portfolio: $2.41M
- Home equity: $1.02M
- Renter wins by $1.39M
Even if you give the home 5% annual appreciation, the renter still wins at every single checkpoint.
At $VOO's actual historical return of 13.99%, the renter's portfolio hits $6.38M after 30 years. The home equity is still $1.02M.
The part nobody talks about: after 30 years your rent is $5,614/mo. Sounds scary. But your portfolio is generating $20K+/mo at a 10% return. You could pay that rent 3x over and never touch the principal.
A home is a place to live. $VOO and the stock market is a wealth building machine.
Not financial advice. There are lots of variables I may be missing. Run your own numbers.
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@BigBrainInvestt If you are really sure that you are going to win like finding a rare treasure in your own backyard, you should not just take a little bit, but you should try to take as much as you can...
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The #1 investing lesson from George Soros' right-hand man:
When conviction is high, press the bet. Hard.
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@KobeissiLetter If you are seeing a big number like $1.6 trillion added in one day, it is just a reminder that the stock market is a giant machine that grows when everyone stays calm and plays together...
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BREAKING: The S&P 500 is now set to open above 6,800, trading just 2.9% away from a new record high.
The index has added +$1.6 TRILLION today.
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If you are always keeping a massive pile of spare cash, you are making sure that you never have to ask anyone for help like a king who builds a giant stone wall so his castle is always safe...
Big Brain Investing@BigBrainInvestt
Greg Abel on Berkshire Hathaway's investment philosophy: "We will remain Berkshire and we will never be dependent on a bank or some other party for Berkshire to be successful." Greg explains that Berkshire starts from a position of strength—a great culture and strong values defined by Warren Buffett, Charlie Munger, and everyone associated with the business. These values, he says, set Berkshire up well for the future. When it comes to capital allocation, Greg highlights two priorities that are absolutely critical. First, reputation. "We will maintain the reputation of Berkshire and that of our company. I view that in investing or how we operate things across each of our businesses — that will always be a priority and something that will ensure is in the forefront of our minds." Second, a fortress balance sheet. Referencing Warren's comments, Greg acknowledges that Berkshire holds a significant amount of cash right now. But rather than viewing it as idle capital, he frames it as a strategic advantage. "It's an enormous asset to have that and that will continue to be a philosophy. Yes, when we can deploy it, we'll deploy it well. But we do recognize it as a strategic asset and it allows us to weather the difficult times and not be dependent on anybody." Greg also credits Sue Decker, Berkshire's lead director, for articulating this well — the cash position isn't a problem to solve, it's a deliberate choice that gives Berkshire independence and resilience.
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$10,000 at 10% for 30 years = ~$174,000
But poor tax structuring can take away $50,000+
Same investment.
Different outcome.
Most investors ignore this completely.
Follow the link in comment for detailed breakdown!
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@joecarlsonshow @DrewCohenMoney Companies who try experiments by firing bullet first, learn from it whether it works or not...if that works fire cannonball to launch big...those who follow this principle have long way to go andconpound... it's a lesson from Jim Collins book...Google, Meta are those compounders
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@DrewCohenMoney Every large company has a list of small bets that haven’t worked out. I don’t hear the same negative sentiment about Google, because their stock is up. Once Meta stock goes up they will suddenly be a good company again. killedbygoogle.com
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Some people have learned the wrong lesson with Meta
Just because they burned tens of billions on Reality Labs doesn’t mean every product they make will be a failure.
Meta has a long history prior to Reality Labs of making new products, or copying features, and rapidly growing users on those services.
- Threads
- Reels
- Stories
- Communities
- Market Place
Those are just a few examples of features and products meta has built and scaled to hundreds of millions to billions of users.
So yes, the metaverse was a waste, a failed product. I was never once bullish on the metaverse, I knew right away it wouldn’t work. But that doesn’t mean everting they do won’t work.
The pivot into AI supercomputing, personal assistants, and wearables, and a far higher likelihood of having real user adoption and success.
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This feels like one of those quiet windows where quality is mispriced.
Meta Platforms, Microsoft, Copart, Kinsale Capital Group, strong businesses at reasonable prices.
No hype. Just opportunity.
Even ~15% CAGR over 5 years can compound meaningfully.
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You cannot be an investor while having FOMO same time.
Boring_Business@BoringBiz_
Warren Buffett on what caused the 2008 Global Financial Crisis "You cannot stand to see your neighbor getting rich. You know you are smarter than he is. And he is doing these things and getting rich. Your spouse is unhappy with you because you aren't doing it. And pretty soon, you start doing it. And so you get the three Is: the innovators, the imitators, and the idiots."
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Compounding Titans nag-retweet
8 Undervalued stocks to buy and hold in the next decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network represent one of the most formidable competitive advantages in modern commerce. Decades of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud computing, operating at an annual revenue run rate of approximately $142 billion. It offers one of the broadest sets of cloud capabilities, security features, and enterprise integrations available.
More than 90% of AWS top customers use Graviton processors, which deliver up to 40% better price-performance.
Amazon Bedrock has reached multi-billion-dollar ARR with rapid adoption, while Trainium2 chips are ramping faster than any previous AWS silicon, offering 30–40% better price-performance than traditional GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company is also expanding in grocery and quick commerce. Grocery delivery now covers more than 1,000 U.S. cities with a target of 2,300 locations, while Amazon Now is driving higher shopping frequency in India and gaining traction in Western markets.
Advertising has become another major profit driver. Prime Video ads reach approximately 315 million viewers across 16 countries, and AI-powered tools are improving advertiser returns and campaign efficiency.
Despite its stock price having been flat over the past year, Amazon is expected to reach $1 trillion in revenue by 2028 while delivering more than 10% YoY revenue growth.
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In market turmoil, fear drives decisions.
Money rotates from high PE stories to proven, cash-generating businesses.
What felt like growth quickly becomes risk.
The biggest opportunities appear when most are rushing to safety.
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Sticking to your strategy in downturns is the real test.
Most superinvestors looked wrong at times.
If you change your approach in drawdowns, you lose your edge.
Short term pain.
Long term compounding.
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Qualitative research is where real edge often lies.
Numbers tell you what happened.
Qualitative insight tells you why it will continue.
Culture, management intent, customer loyalty, and moat strength don’t fully show up in excel.
The best investments look obvious in hindsight.
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Deep dive into Linde PLC $LIN open.substack.com/pub/compoundin…
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Warren Buffett said the internet would crush most retail.
Price transparency kills weak players.
But not Tiffany & Co..
You don’t buy it for price. You buy the brand.
AI may do the same.
Commoditize everything…
except trust, brand, and emotion.
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Pay people for what they control, not what the market does for them.
A CEO whose stock tripled because rates fell didn't earn that. They got lucky.
The best incentive systems aren't the most generous. They're the most accurate.
— Buffett, 1999
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Phil Knight started Nike with a simple idea: better running shoes.
He first sold shoes from the trunk of his car.
What followed was a compounding machine driven by product innovation, athlete endorsements, and brand power.
Great companies often begin with a small obsession.
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In quality investing, consistent growth beats sudden explosive growth.
Rapid spikes attract competition and unrealistic expectations.
Steady, predictable growth compounds quietly for decades.
Great businesses don’t sprint.
They compound.
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