LOSH @LongShortAssets

Do you know why the Debt to Equity of companies like Titan, Jubilant Food Works, Apollo Hospitals, has gone up significantly in the last few years? This is due to the accounting change in leases which a retail investor must know. Let's delve deeper to understand the cause 👇👇

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LOSH @LongShortAssets

4 years ago

@MJBaldBard @PuneetK009 @nrmangal Thanks for catching up. Good to connect @PuneetK009 @nrmangal

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Frederik Gieschen @FrederikNeckar

4 years ago

ROIC and Competitive Advantage. Amazing chart by @mjmauboussin

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Anna Gát @TheAnnaGat

4 years ago

Reading @morganhousel, liking this Rockefeller guy

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Ram Bhupatiraju @RamBhupatiraju

5 years ago

Best Businesses in the World to study🏆 For those inspiring to be Business focused long-term investors, below would be my recommendations of Businesses to intensely study. 30 old and 30 new Companies and my reasons to include them. ⬇️

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Ralph Sueppel @macro_synergy

5 years ago

"QF-Lib is a Python library..for portfolio construction, time series analysis, risk monitoring and diverse charting...An extensive part...is dedicated to backtesting investment strategies." github.com/quarkfin/qf-lib quarkfin.github.io/qf-lib-info/

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The Rookie @RammerCapital

5 years ago

In two weeks I am starting my first public mkts buyside job after starting my career in IB. For my small handful of followers, any tips or things to know going in? My current approach is to be humble and spend most my time listening initially

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Edwin Dorsey @StockJabber

5 years ago

Check out the full list here and, if you are passionate about short-selling or exposing corporate misconduct, please make sure to sign up for The Bear Cave newsletter too. thebearcave.substack.com/p/a-hedge-fund…

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Frederik Gieschen @FrederikNeckar

5 years ago

Finally got around to reading the letters of Nick Sleep and Zak Zakaria's Nomad Partnership. These guys crushed the market and left behind a legacy of insights and worldly wisdom. Going to share some favorite lessons and quotes:

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Francis @InvestiAnalyst

5 years ago

Notable High-Quality Newsletters: I asked Investors a few weeks ago to tell me their best-underfollowed newsletters amongst low-key Accounts. Here are the Top 17 noteworthy ones I found in my research:

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Shane Parrish @shaneparrish

5 years ago

Most problems come from your internal state. When your mind is calm, you don't pick fights, create drama, or worry about what others think of you.

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Rohit Chauhan @rohitchauhan

5 years ago

In compounding, duration is more robust than rate Risk rises non linearly with rates of return. Risks involved in making 30% cagr is much more than 2x than making 15% cagr To end with a higher number, focus more on duration of compounding than rate of compounding

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Sahil @sahilypatel

5 years ago

A list of cool websites you might now know about A thread 🧵

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Dhaval (Investment Books) @InvestmentBook1

5 years ago

Thread of Best Shareholder Letters to Read (A Free Treasure trove for Every Investor) Retweet the thread if you love it

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AReviewOrTwo @AReviewOrTwo1

5 years ago

Reminds me of this from Peter Kaufman… basic takeaway is look for win-win business models

MastersInvest.com @mastersinvest

5 years ago

“The basic business models that lead to success don’t change that much and there aren’t that many of them.” Nick Sleep

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Tar ⚡ @itsTarH

5 years ago

It's the weekend! Grab a cup of coffee, in this thread I will explain 1. Peter Lynch's Six Categories of Stocks 2. How to identify the type of stock you own? 3. How to think and decide about the runway for growth of a company? Lets dive right in.