Long Term Quality

🚨 Don’t let Recency Bias fool you! ⚠️ Just because a stock hasn’t performed well lately doesn’t mean it’s a bad investment. 📉 Look beyond recent setbacks and dig into the long-term fundamentals!

Warren Buffet’s stock picking strategy 👇

Three investment rules of Nick Sleep: 1. Safety Margin of 50% 2. Look for founder led companies 3. Consistent capital allocation

7 Finance Cheat Sheets: 1. Financial Statements Cheat Sheet

“You have to be like a man standing with a spear next to a stream. Most of the time he’s doing nothing. When a fat juicy salmon swims by, the man spears it. Then he goes back, to do nothing. It may be six months before the next salmon goes by.” — Charlie Munger

Check out my simple valuation method 👇 longtermquality.blog/post/my…

ETF’s are key for a beginner’s portfolio 👇 longtermquality.blog/post/ne…

25x wisdom 👌

6⃣ reasons for Core Satellite investing

Chasing trends is risky business. What’s hot now, may burn later. Stay grounded. Invest in fundamentals. Ignore noise.

25 best quotes from 100 Baggers

Top 10 holdings of $IWQU - World Quality Factor ETF - with their weights: 1) $AAPL - 4.93% 2) $NVDA - 4.8% 3) $MSFT - 4.06% 4) $META - 3.38% 5) $V - 3.24% 6) $LLY - 2.51% 7) $MA - 2.39% 8) $NOVO-B - 2.29% 9) $ASML - 1.82% 10) $COST - 1.75%

10 key principles to quality investing 👇 longtermquality.blog/post/10…

10 wide moat buys according to Morningstar

5 good reasons to by a stock: ✔️The company is undervalued ✔️Improving fundamentals ✔️Competitive advantage is getting stronger ✔️Profiting from a secular trend ✔️Massive insider purchases

Thread: Breaking Down Free Cash Flow (FCF) Everything you need to know in 10 small steps 🧵

Here's 10 high quality companies with their 3Y Revenue Growth and P/E: 💻 $NVDA -P/E: 56 - 3Y Rev : 64% 📱 $AAPL - P/E: 35 - 3Y Rev: 4% 💻 $MSFT - P/E: 35 - 3Y Rev: 13% 🛡️ $CRWD -P/E: 403 - 3Y Rev: 46% 🎰 $EVO - P/E: 18 - 3Y Rev: 19% ⚙️ $ASML - P/E: 49 - 3Y Rev: 15% 🏎️ $RACE - P/E: 60 - 3Y Rev: 17% 👜 $RMS - P/E: 53 - 3Y Rev: 20% 💄 $ULTA - P/E: 14 - 3Y Rev: 14% 👑 $AMZN -P/E: 43 - 3Y Rev: 11% Looks like quality comes at a premium, or not?

To truncate the upside of a single stock because you are afraid to lose, is like spending a lot of money on a car but never taking it out of the garage… 👉Buy & hold quality

I was listening to a great investors podcast last week and the topic was about value creation vs value capture. It really made me reflect on the balance between these two in business. The episode discussed how companies like Google excel at creating and capturing value, while others, like Uber, struggle to capture the value they create. It's not easy to find this balance, especially when everyone and the media often focus on one over the other. It’s insightful to understand that tobacco or gambling companies like $MO or $EVO are not creating value but do capture value while companies such as $NKE create value but cannot ask a premium price and hence don’t capture value. This got me thinking about how crucial it is to innovate your business model to avoid falling into the trap of high sales but low profitability. Are you investing in value creators or value capturers?🧐