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Charlie Munger was a big believer in mental models. But he’s not the only one—Warren Buffett, Ray Dalio, and Peter Lynch also use mental models before investing in a company. 8 most powerful mental models I've learned from genius investors:
CAREER ADVICE 101: MOVING TO PRIVATE EQUITY Here are 7 things you should consider before joining a private equity fund Not an exhaustive list by any means. Drop any other advice you would have for young professionals in the comments
My annual “outlook” for 2025:
10 Best Stocks To Buy & Hold For The Next Decade: 🧵 1) Microsoft $MSFT - Cloud and AI Leadership: Dominance in Azure and AI innovation drives growth. - Diverse Revenue Streams: Strong performance across software, cloud, gaming, and enterprise services. - Financial Strength:…
11 companies built around a single product: 1. Crocs (2002)
Here's 10 most undervalued stocks to buy now: 🧵 1. $ASML - Monopoly in EUVL machines. - Grew revenues 18% annually since 2019. - Growth will accelerate with the next-gen machines. Next-gen machines will sell for more than $300 million. Intel and TSMC already putting orders.
2024 PRIVATE EQUITY COMPENSATION Everyone thinks about it, but numbers are never shared. Odyssey Partners, a leading recruiting firm, created this extremely comprehensive report. Let's dig in 1) Associate - Cash / Bonus 2) Vice-President - Cash / Bonus / Carry 3) Principal -…
Meet the 55-year-old man who looks decades younger. Harvard Genetics Professor, David Sinclair. The world’s leading anti-aging authority. Here are his controversial secrets to look younger & extend your life: 1/ Exercise until you’re out of breath
He predicted the rise of: • AI • Remote work • Digital streaming Years before they happened. Now, Kevin Kelly says these 5 tech trends will shape the next 100+ years:
This is Jason Shapiro. He’s been trading for 30 years and trades with $200,000,000. Jason says you don't need a high win rate, you just need this 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴… Here’s his story:
The best thinker in the world: Naval Ravikant. I've spent 100+ hours studying his best ideas. Here are 8 of his best ideas to help you win in business and life:
<흙수저가 대물림되는 이유 (feat 아비투스> 가정형편이 어려운 가정을 흔히들 흙수저 가정이라고 많이들 알고 있는데 나는 흙수저는 단순히 가정형편이 어렵다 라는 말로 설명하기에 부족한 계층이라고 생각한다. 왜냐하면 흙수저는 재정적으로 가난할 뿐만 아니라 정신마저 가난한 계층이다.…
A Trader's Journey To Consistency. 🧵
This is Europe vs Asia: • Europe: High tax, high quality of life • Asia: Huge growth, untapped opportunities • Which is right for you? I'm Italian, doing business in Singapore, living in Portugal. Here's my breakdown of which continent to choose for your future (and why):
A few tips for beginner investors: 1) Never buy a stock in a Stage 4 downtrend. 2) Never buy a stock below its 200-day moving average. 3) Focus on the leaders, not the laggards. 4) If it seems too good to be true, it probably is. 5) In a bull market, be long. 6) Hope is not…
It took over 200 years for the U.S. debt to reach $12 trillion. $12 trillion is how much we added in 4 years between 2020 and 2024.
GS: We expect the S&P 500 will reach 6500 by year-end 2025 We expect the S&P 500 P/E multiple will decline slightly to 21.5x
A List of Founder-Led Stocks: Automotive $TSLA Tesla $CVNA Carvana AI & Data Centers $NVDA NVIDIA $PLTR Palantir $DELL Dell $NTNX Nutanix FinTech $COIN Coinbase $SQ Block/Square $FOUR Shift4 $HOOD Robinhood Cloud Databases $MDB MongoDB $SNOW Snowflake $DDOG Datadog Sales &…
Dividend King stocks have increased dividends for 50+ years. Here is Every Single Dividend King Stock in 2024: 👇
7 ETFs I plan to use to help pay my bills when I retire 🤑 #1 $JEPQ JPMorgan Nasdaq Equity Premium Income ETF 9.45% Yield #2 $SPYI NEOS S&P 500 High Income ETF 11.6% Yield #3 $JEPI JPMorgan Equity Premium Income ETF 7.31% Yield #4 $GPIQ Goldman Sachs Nasdaq-100 Core Premium…
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